If you would like to discuss your situation or make an appointment, call us now on: (07) 3396 4204
Welcome to John Bellas Financial Services
Start planning now and retire when you choose.
Make smart decisions to successfully grow your wealth.
Save tax and maximise your potential returns.
Protect your loved ones, your lifestyle and your business.
Make a super contribution from your pre-tax salary.
Social Security / Centrelink
Find out how we can help you maximise your social security entitlements.
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.
Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We’ll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products…
Meet Our Team
Our highly experienced team has 25 years of combined experience in financial planning. Get to know our team and how we can help you.
Principal Financial Planner