Technical Financial Advice

Bell Potter's technical financial advisers can put together a strategy designed to help you achieve your retirement objectives.

A Bell Potter technical financial adviser can offer comprehensive, individually tailored strategies to help you achieve your investment and retirement objectives, in conjunction with your Adviser.

Technical Financial Advice Services

Working with you and your Bell Potter Adviser, our technical financial advisers can help with most financial aspects of retirement, including:

  • Identifying your financial goals
  • Structuring your existing assets appropriately
  • Identifying your approach to investment and your appetite for risk, and
  • Reviewing your current superannuation arrangements.

Find out more

Get in contact with our Technical Financial Advice team by sending an email to

Click here to find an experienced Adviser in your area.

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