What We Do

Services to help you grow.

No matter what your stage in life, we can help you navigate the prevailing economic & financial waters.

Our suite of services

Life is hard…Whether you’re single and just starting out, or a young growing family wanting to protect your future, or getting ready for retirement, or wanting to make your nest egg last and help the kids along the way…Life is full of challenges and depending on your circumstances, we are here to help, mentor and assist you to make fully informed financial decisions with our experienced help.

Bunya Wealth is a boutique firm with all the knowledge to help, and if we cant, we’ll recommend someone who can.

Whether you have a specific need such as helping your children with their education expenses, making sure your insurance cover meets your needs or you’re considering how to develop and implement a tailored retirement, wealth creation, or wealth management plan, we can help.

Financial Planning

When it comes to financial planning our focus is to work with you to achieve your lifestyle and financial goals by helping you plan and take action to create, manage and protect your wealth.

Superannuation Solutions

Whether it’s through the assessment of fund managers or helping you find your lost superannuation, we can assist you regardless of what stage you are at in life.

Retirement Planning

Our advice on retirement planning will assist you to ensure that your assets, capital and income streams outlive you, so that you have enough to live on in retirement.

Insurance & Risk Management

We can help you find the best structure for your particular circumstances. We will work with you to select the right products and levels of cover to protect your income stream when you are unable to earn an income due to illness or injury, or to provide for your family in case of death or disability; while maximising cost savings in the process.

Estate Planning

We can discuss the different elements to building a suitable estate plan for you, and work with your Estate Planning professional to ensure the implementation and ongoing review of this.

Inheritance Advice

Recipients of new wealth have many financial issues to consider. We can help you navigate strict tax and inheritance laws and create a financial plan that makes the most of your inheritance.

Taxation Management

We can help you manage your taxation issues, to ensure you comply with tax legislation and only pay the amount you are required to.

Investment Advice

With literally thousands of investment options to choose from, navigating the minefield of fees vs. performance and risk vs. reward is fraught with danger. However, as we’re not aligned with any financial institution, our recommendations are about you and your goals, not limited to the choices set by a corporate or institutional master.

Centrelink Guidance & Planning

We can assist you with Centrelink calculations and strategic planning advice. Centrelink may be able to assist you with your income in retirement. Boosting your income with the Age Pension or other Government benefits can be a great way to navigate retirement and make your superannuation last longer.

Take the next step. Talk to us today.

If you want to find the answers and make the most of your financial journey, it’s important to have an advisor who can help you along the way. That’s exactly what you can expect from Bunya Wealth — we will get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms.

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Take the next step. Talk to our team today.