At BAM Financial Planning our intention for clients is to help you have, do and achieve more of what you love.
We believe that you should be able to do more of what you love and not worry about some of the little things in life.
We want to make it easier for you to know where you are heading in life and for you to achieve the things that are important, to you.
We make sure that you have a clear plan and the tools in place that will help you get there.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At BAM Financial Planning we help you get control of your money so you can live life on your terms.
You want to buy your dream home, expand your family and grow your wealth.
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
SMSFs give you full control of your own super fund, including all the legal and tax responsibilities associated with doing this.
2a Dunstone Road
Semaphore Park, SA 5019
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
Nathan Baker is an Authorised Representative of RI Advice Group Pty Ltd (RI Advice Group) ABN 23 001 774 125, AFSL 238429. Nathan Baker is proprietor of BAM Financial Planning which is a Corporate Authorised Representative of RI Advice Group.
Our Client Testimonials
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
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