Bugden & Partners Financial Planning

Bugden & Partners

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.

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