Our Vision
Black & White Financial Planning empowers individuals, families, and small businesses to achieve financial clarity and security through personalized guidance and tailored solutions.
Who We Are
Established in 2013 by Managing Director James Burke, Black & White is a team of experienced financial planners and administrators dedicated to delivering tailored financial plans to clients. We take a holistic approach, considering your unique circumstances, goals, and financial situation to create a roadmap for success.
Our Approach
Every individual and family is unique, with different goals, challenges, and financial situations. We tailor our strategies to your specific needs and aspirations. Our process involves:
- Discovery: We listen attentively to understand your financial aspirations and concerns.
- Analysis: We assess your financial situation and identify potential areas for improvement.
- Tailored Planning: We create a personalized financial plan that aligns with your goals and circumstances.
- Implementation: We guide you through the process of implementing your plan, managing paperwork, and dealing with institutions.
- Review & Evolution: We review and update your plan regularly to ensure it remains relevant and effective as your life and financial situation change.
1. Mortgages
- Accurate mortgage recommendations tailored to your financial situation.
- Streamlined process to minimize stress and paperwork.
- Ongoing support and guidance throughout the process.
2. Savings & Investments
- Comprehensive guidance on savings and investment strategies.
- Tailored portfolio recommendations based on your risk tolerance and goals.
- Regular review and adjustment of your portfolio to ensure optimal performance.
3. Business Planning
- Protection of business assets and liabilities.
- Succession planning and employee benefit optimization.
- Financial guidance for business owners and entrepreneurs.
4. Retirement Planning
- Comprehensive retirement planning and goal setting.
- Personalized investment guidance and risk management.
- Optimising your contributions and withdrawals for maximum benefit.
5. Financial Protection
- Comprehensive review and recommendation of appropriate insurance coverage.
- Guidance on planning for unexpected events and safeguarding your loved ones.
Exceptional Service and Advice
The reviewers in this batch are unanimous in their praise for the exceptional service and advice provided by Black and White Financial Planning. The team's expertise and patient approach have made a significant difference in the lives of their clients.
Personal Touch
Many reviewers have highlighted the personal touch and attention to detail provided by the team. From being "absolutely amazing" to providing "tailored advice" and demonstrating "compassionate and understanding" attitudes, the team has gone above and beyond to meet their clients' needs.
Regular Communication and Timely Responses
The reviewers have praised the team's regular communication and prompt responses to their enquiries. This has helped to alleviate concerns and provided a sense of security and confidence in their financial planning.
Friendly and Approachable
The reviewers have also praised the team's friendly and approachable nature, making them feel at ease and comfortable seeking advice.
Recommendations
Many reviewers have emphasized their willingness to recommend Black and White Financial Planning to others, citing the team's expertise, professionalism, and exceptional service.
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