Your Roadmap to Financial Freedom The Power of Professional Financial PlanningOnly 16% of Australians have a formal financial plan through a professional adviser or planner. A higher proportion set informal financial goals, but only a small minority consistently stick to them. Most Australians prefer to manage their finances independently, with cost and perceived necessity being the main reasons for not seeking professional advice In a financial landscape growing increasingly complex, the difference between achieving financial freedom and merely staying afloat often comes down
Why choose Us
EXCELLENT CUSTOMER SERVICE
Our industry compliant and quality assured Financial Planning services are tailored to our clients’ needs.
PERSONALISED APPROACH
We provide expert advice for peace of mind, while carefully factoring in your specific needs and circumstances.
ACCREDITED PROFESSIONALS
Our experienced certified Accountants and knowledgable licensed Financial Planners are here to support you achieve your business and personal goals.
ONGOING SUPPORT
We offer continued support and advice on all financial matters, guiding you through your journey in life, and every situation and decision along the way.
About Us
Our History
Since 2001, we have been studying the minds of the most financially successful entrepreneurs in the world. We know what it takes to help you create and protect your wealth.
Our Mission
Every day we partner with Accountants to deliver world-class financial services to their preferred clients.
Our Services
FINANCIAL PLANNING AND WEALTH CREATION
Let us help you implement a reliable and realistic wealth creation strategy that gives you the freedom of a secure financial future.
ESTATE PLANNING
It’s a given that you have worked hard to get your family and loved ones ahead. When the time comes to hand wealth across generations, we’ll help navigate the complexity, implement strategies to protect those most important to you and maintain the legacy you intended.
SUPERANNUATION
Retiring into the lifestyle you have worked for and earned shouldn’t be a difficult road. With the right advice, our financial planners can eliminate all the guess work, so you can maximise your Super and retire with peace of mind.
SELF MANAGED SUPER FUNDS
There are a lot of benefits to having a self-managed super fund or SMSF. Yet the title of these funds gives you a hint – they have to be managed. SMSF can allow you the flexibility to control your own investment strategy.
INSURANCE
Optimum financial planning starts with a solid foundation. For a majority, this means protecting what we currently have: our home, our life, our loved ones, our livelihoods.
BUSINESS INSURANCE
Optimum business planning starts with a solid foundation and agreement. Here at BPFS, we have the right expertise to guide you and develop the right risk management plan to safeguard your interests.
INVESTMENTS
Best Practice Financial Services offers individually tailored advice on your investments based on a review of your personal circumstances, requirements and attitudes to risk.
TAXATION ADVICE
Whilst we understand that your taxation advice comes from your accountant, incidental to financial planning, BPFS advice sometimes crosses over into taxation events occurring. Every care is taken to ensure the accountant you work with and the advice you receive from BPFS advisers is congruent and aligned.
RETIREMENT PLANNING
The path leading to a comfortable retirement is best secured by taking advice. We first assess where you are now, what your desirable outcome is and how it can be made real. The mechanism by which this is achieved, is a sound and well structured advice process just like what we have built for BPFS clients.
ONGOING SERVICE
Our clients tell us that accountability is a really important part of keeping on track towards financial goals. They also feel the world seems to change so quickly that it is hard to keep up. Financial plans can’t be set and forget. They need action and work.
Some Facts about our group
Meet The Team
John Peterson
Stuart Thomson
Justin Chandler
James Farrely
Latest Newsletters
Why Everyone Needs a Legal WillProtecting Your Legacy and Loved Ones In Australia, an estimated 52% of adults do not have a valid will. This simple statistic represents billions in assets and thousands of families potentially facing unnecessary complexity, cost, and conflict. Among business owners, the statistics are equally concerning—nearly 45% have no documented succession plan or will addressing their business interests. This planning gap creates significant risk not just for families but for the businesses that often represent a lifetime
Privacy Policy
Respecting your privacy
Protecting your personal information, and keeping it private, is an important part of our relationship with you. We have set our Privacy Policy, which applies to any personal information that you give to us.
This Policy also includes our credit reporting policy, that is, it covers additional information on how we manage your personal information collected in connection with a credit application, or a credit facility. We refer to this credit-related information below as credit information.
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