Beattie Financial Services in Bendigo, Victoria | Financial service

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Beattie Financial Services

Locality: Bendigo, Victoria

Phone: +61 3 5444 5653

Address: 56 Mundy Street 3550 Bendigo, VIC, Australia

Website: http://www.beattiefs.com.au

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23.01.2022 The year that was 2020 - were your travel plans completely disrupted? Did you spend more time with your family or friends? Are you looking forward to 2021? See the latest article from Realise Your Dream by clicking the link below.

22.01.2022 Sometimes it is more than just the money.... When planning for retirement, the financial aspects will play a key role. However, it is not just about the money. Retirement planning is about living a life that is fulfilling and rewarding from a physical, mental, spiritual, and financial perspective.... Remember however, making financial decisions and planning for key life events such as retirement require time and careful consideration. With that in mind, seeking advice from an appropriately qualified financial planner is highly recommended.

20.01.2022 Confused about Residential Aged Care fees? Have a look at the latest article from Realise Your Dream by clicking the link below

19.01.2022 Some of our clients may be aware of the news stories circulating with regard to Melissa Caddick impersonating another member of the FPA (Financial Planning Association of Australia). https://fpa.com.au//fpa-media-statement-regarding-melissa/ We can confirm that David Beattie is a Certified Financial Planner and has been for many years. https://fpa.com.au/find-a-planner/david-beattie-cfp015304/... As always, clients are our priority and this news story may come as a shock to the community. If there's any queries you might have, feel free to contact our office.

17.01.2022 - FURTHER UPDATE ON APPOINTMENTS - 8TH OCTOBER 2020 - As the Coronavirus (COVID-19) still poses a small but noticeable threat to our community, we are still continuing on as a business with phone or Zoom appointments for Accounting and Financial Planning. If you require an appointment, please don't hesitate to phone our office on 5444 5653 or by emailing us on [email protected] . As always, if you are required to drop documents off, we have our secure lockbox locate...d next to our front door at our office, 56 Mundy Street Bendigo. Thank you for your patience and continued support during this pandemic, each and every one of our clients is important to us. If you have any queries at all about this Facebook post, you're always welcome to contact our office. - Beattie Financial Services Team

17.01.2022 What is the Commonwealth Seniors Health Care Card? See the latest article by Mark Teale & Peter Kelly by clicking the link below

16.01.2022 JobSeeker vs JobKeeper - Which is which and what are they? See the latest post from Realise Your Dream by clicking the link below. If you'd like to book an appointment with one of our awesome accountants or financial adviser, please don't hesitate to give us a call on 03 5444 5653 or email us on [email protected] . We are sometimes booked out weeks in advance so it's never too early to book in for an appointment! .... . . . . . . #accounting #financialadvice #SMSF #jobkeeper #jobseeker #bendigobusiness #bendigo

14.01.2022 Hi everyone, Our office will be closed on Friday the 23rd of October due to the AFL Grand Final Public Holiday and Wednesday the 28th of October due to the Bendigo Cup Public Holiday. If you have any queries regarding this, please don't hesitate to contact our office.... - Beattie Financial Services team

12.01.2022 https://blog.centrepointalliance.com.au//compulsory-super-

10.01.2022 When seeking to maximise retirement savings through super, timing is critically important. See the latest article from Realise Your Dream by clicking the link below.

08.01.2022 Thoughts on the 2020-21 Federal Budget by Peter Kelly - see the latest Realise Your Dream article by clicking the link below.

07.01.2022 https://blog.centrepointalliance.com.au/reali/it-is-just-me

01.01.2022 Hi everyone, Due to the DHHS directive of a Victorian 5-day snap lockdown (circuit breaker action), our office will be CLOSED TEMPORARILY from Friday the 12th of February at 5:00PM until we open up again on Thursday the 18th of February at 9:00AM. We apologise for the inconvenience. If there are any urgent queries, please give us a call on 5444 5653.... - Beattie Financial Services team

Beattie Financial Services in Bendigo, Victoria | Financial service