Border Financial Planning

Border Financial Planning James has over 10 years experience in the Finance Industry.

An honours Degree in Economics and a Masters in Insurance and Risk Management and a Diploma in Financial Planning


We are a small local firm specialising in :

-Personal insurance (life, Disability ,Trauma, and Income Protection)

-Superannuation

-Pensions

-Investments

-Business insurance (Business expenses, key-man, partnership agreements, succession planning)

-Budgeting/ financial goal set

ting

-Estate Planning

-Centerlink

-Aged Care

All meetings/initial quoting work are held at our expense and we only charge if planning work is undertaken at your request and for the ongoing service. We would love to hear from you and are confident we can help you achieve your financial goals and protect your family from life's uncertainties


Post to; PO BOX 1030, Albury, NSW, 2640

Address

611 Dean Street
Albury, NSW
2640

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