Peace of Mind
Lasting security that comes from having a solid financial plan, built specifically just for you.
Cost Savings
Significant cost savings through expert financial strategies tailored to your unique situation.
Security First
Let us help you secure the life you’ve envisioned, free from worry and filled with possibilities.
About Us
Welcome to John Bellas Financial Services
John Bellas Financial Services Pty Ltd provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we’ll ask just as much as is necessary to be able to provide appropriate advice. However, if you want a detailed financial plan, we’ll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.
Clients We've Helped
Years of Experience
%
Satisfaction Guaranteed
WHAT WE DO
Services designed to work together to meet your financial needs
When designing your financial plan, we aim to build a personal, trusting relationship and provide you with peace of mind that your financial strategy is on track. We offer a broad range of services designed to work together to meet your financial needs.
01
Retirement Planning
Whether you are approaching retirement or still a few years away, it’s important that you understand all of the options available to suit you and your ideal retirement.
02
Superannuation
For many working Australians, superannuation can be an effective way to secure their financial future in retirement.
03
Salary Sacrificing
Making salary sacrifice contributions can be a tax-effective way to top up your super and it could also reduce the income tax you pay.
04
Investment
Investing can build enough wealth to provide financial security and a comfortable lifestyle.
05
Insurance
While many people insure their home, car and possessions, it is even more important to make sure your family and lifestyle are protected from financial misfortune.
06
Social Security / Centrelink
When planning for your financial future, it is important to find out if you qualify for any of the government benefits available to individuals and families.
Recent Blog Posts
New thinking about the concept of being wealthy
Back in the 1960s, owning a home was synonymous with being wealthy because of the prevailing socio-economic context,...
10 Essential steps to secure your home before going on holiday
Preparing your home before a holiday keeps it secure and ensures peace of mind while you’re away. Here are the top 10...
Easy ways to start a fitness regime in your 60s
If you’re over 60, regular exercise is essential for maintaining health, energy, and independence. It reduces the risk...
Make an Enquiry
If you would like to discuss your situation or make an enquiry, please contact us through our contact form below.