Financial Planning
"A budget is telling your money where to go instead of wondering where it went"
- Thinking about retirement?
- Interested in investing in your future?
- Wanting to reduce & pay off debt quicker?
Take time out of your busy lives and sit down with a professional to give your finances and future the time it deserves
Call our in-house Financial Specialists today!
Debbie Gray on 0459 591 199
Mel Vink on 0434 202 478
BERT Welfare in consultation with Skylight Financial Solutions provides a free financial counselling and planning service with the aim to help members achieve their goals and objectives and provide vital assistance and guidance in effectively planning ahead.
Debts and Budgeting
- How to effectively manage your money and get ahead financially
- Negotiate repayment plans with your creditors
- Reduce and pay off debt quicker
- Improve your financial situation
Investing in your Future
- Consolidate Super
- Children's future education fund
- Growing your wealth inside & outside of Superannuation
- Insurance - Protecting your family and financial assets
Retirement planning
- Salary sacrifice and saving tax
- Planning for retirement
- Structuring your investments to get the most out of Centrelink benefits
- Invest in line with your risk profile and tolerance
Financial Hardship
- We assist members who are struggling financially. Whether its starting a repayment plan to pay financial institutions or to pay down debt and save interest