Bugden & Partners Financial Planning

Bugden & Partners Financial Planning Bugden & Partners Our financial planners are Authorised Representatives of Lonsdale Financial Group Limited and have been associated with them since 1992.

Bugden & Partners Financial Planning was established by Peter Bugden and serves many clients from the Mid North Coast region, Sydney and other areas including Brisbane, Gold Coast and Melbourne. We have offices in Port Macquarie and Wauchope and are committed to drawing on our extensive knowledge and experience to provide you with a comprehensive range of financial planning services in a friendly,

professional and reliable manner. We recognise that the firm is a service organisation and we take pride in being able to provide a level of service which clients appreciate and one that helps them define and achieve their personal goals. Lonsdale Financial Group Limited (Lonsdale) is a dealer group supporting a network of 100 plus financial planning practices and over 250 financial advisers across Australia. As part of our relationship with Lonsdale, Financial Planning staff members undertake ongoing professional development and training and provide clients with a full range of financial planning services including:

Managing Finances and Wealth Creation
Budgeting and Cash Flow
Insurance
Investment Portfolio Advice and Construction
Superannuation
Retirement Planning
Centrelink Assistance
Aged Care Advice and Planning
Stock Broking
Estate Planning

03/11/2021

Applications Still Open!

*Please email your resume as per instructions below*

Fantastic Opportunity to become a Full-Time receptionist at our busy financial planning office.
Bugden & Partners Financial Planning is a well-established financial planning firm located in the CBD of Port Macquarie. We are currently looking for a full-time receptionist to join our long-standing team.
We are looking for someone who is personable and enthusiastic, who pays great attention to detail, likes building and maintaining client relationships and has great communication skills.
While reception/admin experience is preferred, it is not vital for the right applicant. You will be working as part of a team as well as independently, so an ability to work autonomously is also needed.
Your tasks will include but are not limited to
- Front desk duties
- Managing mail
- Making & managing client appointments
- Filing and some administration duties
If you believe you would be the perfect fit for our team please forward your recent Resume to [email protected]
We look forward to hearing from you!

25/10/2021

(All Resumes to be emailed to [email protected])

Fantastic Opportunity to become a Full-Time receptionist at our busy financial planning office.

Bugden & Partners Financial Planning is a well-established financial planning firm located in the CBD of Port Macquarie. We are currently looking for a full-time receptionist to join our long-standing team.

We are looking for someone who is personable and enthusiastic, who pays great attention to detail, likes building and maintaining client relationships and has great communication skills.

While reception/admin experience is preferred, it is not vital for the right applicant. You will be working as part of a team as well as independently, so an ability to work autonomously is also needed.

Your tasks will include but are not limited to
- Front desk duties
- Managing mail
- Making & managing client appointments
- Filing and some administration duties

If you believe you would be the perfect fit for our team please forward your recent Resume to [Email hidden]

We look forward to hearing from you!

Last week our Financial Advisers were in Adelaide, attending the Lonsdale annual conference. ⁣⁣This years focus was on t...
01/11/2019

Last week our Financial Advisers were in Adelaide, attending the Lonsdale annual conference. ⁣

This years focus was on the “why’s” and the “how’s”⁣

We can’t wait to implement what we have learnt during our time away.

Things have been busier than usual behind the scenes at Bugden FP and we are so excited to show you why. ⁣⁣We are so thr...
27/09/2019

Things have been busier than usual behind the scenes at Bugden FP and we are so excited to show you why. ⁣

We are so thrilled to share that we will be moving into a new office space (just below our current office) ⁣

The new space is modern, fresh and accessible and we hope you will love it as much as we do. ⁣

All things going well we hope to be settled by the end of the year. ⁣

Stay tuned for more updates. @ Port Macquarie, New South Wales

If you thought you were too young to seek financial advice, this article is for you. "With increasing debt and falling h...
26/11/2017

If you thought you were too young to seek financial advice, this article is for you.

"With increasing debt and falling home ownership among the under 40s, their financial prospects are less than rosy.
If this trend is set to continue, young people are going to be needing financial advice more than ever to help them make the best choices for a secure future."

Why not start the new year with a bang!
Contact our office for an obligation free "chat" about how we can help you achieve your goals.

According to the latest HILDA survey we’re seeing a growing gap in generational wealth distribution in Australia. So what can young people do about it?

It's time to debunk Personal Insurance!Click on the link below to see if you are putting yourself / your family at finan...
05/03/2015

It's time to debunk Personal Insurance!

Click on the link below to see if you are putting yourself / your family at financial risk.

Discussing life insurance can be a daunting and confusing task. Our focus at Budgen & Partners is to simplify the task of arranging and understanding personal insurance. We aim to give you peace of mind that you / your family will be taken care of in the event of an insurance claim.

Common misconceptions about seeking a financial planner. Click on the link below to read our new blog post and find out ...
24/02/2015

Common misconceptions about seeking a financial planner.

Click on the link below to read our new blog post and find out if these misconceptions are stopping you from reaching your financial goals.

Unfortunately there are several common misconceptions about financial advice that cause individuals to delay, or never seek out financial advice. At Bugden & Partners we offer holistic financial advice for people in all financial positions.Here are some common misconceptions about seeking a financi…

Address

Level 1, 113 Horton Street
Port Macquarie, NSW
2444

Opening Hours

Monday 8:45am - 5:15pm
Tuesday 8:45am - 5:15pm
Wednesday 8:45am - 5:15pm
Thursday 8:45am - 5:15pm
Friday 8:45am - 5:15pm

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