Do you need help managing your finances? Call us today!
BT Tran Financial Management was established in 2013 within the HFM & Partners group. We have since re-located to Maribyrnong, Victoria which is a short distance of 6 kms from the CBD. As authorised representatives of GWM Adviser Services Limited, which is 100% owned by MLC who is a member of the National Australia Group of Companies (NAB) we have continued to provide financial advice and wealth management services to a wide range of clients including business owners, self-employed people, retirees and employees.
We value the business of the people we act for and we are proud to say that most of our new business comes via referrals from our clients and business partners. To this end we are pleased to offer the initial consultation free of charge and no obligation to you. At this meeting we will spend time to understand your goals that will form the foundation upon which a financial plan will be constructed and delivered for your consideration.
Our service is true to its mission statement which is to manage and grow our client’s money whilst protecting their family and business. We do this by putting ourselves in your shoes so we understand exactly where you want to be, what you want to achieve and what steps need to be taken to get there.