Call Us At 1300 261 114
Call Us At 1300 261 114

Financial Planning

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