If you’re looking for a Financial Planner in Newcastle, Hunter or Sydney regions then Brad Lonergan from BMK Financial Services can assist you with all your Insurance needs.
He has a broad range of experience over the past 15 years in the Financial Planning industry working with various organizations including the big four banks and also family businesses.
Hi, this is Brad. I specialize in two main areas, Retirement Planning and Aged Care Advice with Capitol Protection Advice. I also specialize in giving Medical professionals help with Self Managed Super Funds, Lending, Direct Equity and Personal Insurance advice.
I have vast experience in Personal Insurance including Income Protection, Life Insurance, Disability Insurance and Trauma Insurance. I provide advice on Superannuation including Retail Super Funds, Industry Super Funds, Defined Benefit Schemes and Self Managed Super Funds.
In the main I provide advice for Retirement, Aged Care, give Centrelink assistance, help set up account based pensions with an emphasis on Capitol Protection strategies.
Some of these Capitol Protection strategies include Annuities and Capitol Protected Managed Funds.
So, If you need help with protecting your assets and income using Personal Insurance, You want advice around Superannuation or Retirement Planning, You’re entering an Aged Care Facility or you know someone who is, or you’re just wanting to get the best Home Loan Rate around. You can contact me for further information by clicking the link to my website and I’ll speak to you soon.
