Financial Planning

At BISCosgrove, our whole of life approach to financial planning is about so much more than just investment.

With the benefit of our own Australian Financial Services Licence (AFSL), along with a fee for service approach, we have been providing our clients with creative solutions to their financial complexities for nearly two decades.

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OUR PHILOSOPHY IS SIMPLE

We focus on the things that we can control namely costs and taxes, working with you to define your goals and providing you with the tools to achieve them.

Our ongoing role is to keep you in your seat, maintaining the perspective and discipline that you will need to give you the best chance of success.

Your first meeting with us is complimentary.  We call this our discovery meeting and helps us to understand what keeps you awake at night, with the view to helping you solve any problems or improve on your existing scenario.

When we initially spoke to Justin at BIS Cosgrove, we felt that we had a pretty good handle on our finances but we wanted to ensure we were doing everything possible to get the most out of our earnings and savings and also ensure we were properly protected financially if a tragic event were to occur. After a thorough appraisal of our personal and financial situation, Justin presented us with a strategy focused on our long term financial goals and ensured we had adequate insurance in place to protect our young family. Justin’s straight talking, candid approach to financial advice helped us to develop that trust with him and know that he has our best interests at heart. We would recommend Justin to anyone that wants a no nonsense, holistic approach to their financial well-being.

Jodi and Nathanael Hamilton

Our authorised representatives under the BIS licence are:

Brian Cosgrove
Authorised Representative Number 244755

Renee Gamble
Authorised Representative Number 244846

Justin Doyle
Authorised Representative Number 295767

Scott Bruni
Authorised Representative Number 401779

Darin Trounce
Authorised Representative Number 1236910

Shannon Aspinall
Authorised Representative Number 385161