Lifetime Financial Solutions

Wealth Creation Retirement Planning & Investment Strategies

General Info

We have extensive experience in building, protecting and managing your wealth.

One of the benefits of working with BMO is the close communication between your financial planner and your accountant - a holistic approach to achieving your financial goals.

Wealth accumulation and investment planning Superannuation planning Retirement planning Taxation management (as part of your investment planning) Wealth protection (life insurance, accident and sickness policies, income protection. Principal Wealth Management Pty Ltd trading as BMO Financial Solutions ABN 53 109 336 601 is a Corporate Authorised Representative of McPherson & Associates Pty Ltd Australian Financial Services Licence (AFSL) 229883.

Accreditations

BComm, CFP - Shane Lee

Email

Email Business

Extra Phones

(07) 4662 3722(07) 4660 6900

Payment method

cheque, mastercard, debit, visa, eft, cash

Established

1990

Staff

1-10

AKA

BMO Financial Solutions

Service Notes

Open Monday to Friday

Other Link

• www.bmo.com.au

Other Email

E-Mail

Category

Financial Planning

Commercial

Yes

Keywords

TPD, dalby, financial planner, income protection, insurance, life insurance, retirement planning, shares, wealth creation, wealth protection