Advice you can trust.

Helping you live your best life.

Bunya pine trees (Araucaria bidwillii) are significant to Australia’s First Nations people, and hold an important place in their culture and spiritual traditions. The trees are an important source of food and the “Bunya Bunya”, known for their large and nutritious pine nuts, was an important source of protein for our First Nations Australians. The trees also provide shelter and shade, and their strong wood is used for making tools and other objects. Where the trees grew became a natural meeting place when the tribes come together for cultural events.

The trees take 30 or so years to mature, after which time they bear cones annually. The individual cones weigh more than 10 kilos and are larger than pineapples.

Our approach is akin to the patience and care required to nurture a Bunya tree, which yields a bountiful harvest after many years of steady growth. After working for 30 or so years, we arrive at the ‘right place’ for retirement. We can now benefit from all the years of hard work and live off the proceeds, in the form of interest, income, and dividends

At Bunya Wealth, our aim is to assist you in arriving at the ‘right place’ in your retirement journey, meeting your financial goals, and retiring in comfort.

We’re here to help you create the financial life you want.

If you want to find the answers and make the most of your financial journey, it’s important to have an advisor who can help you along the way. That’s exactly what you can expect from Bunya Wealth Group – we will get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms.

We’re experts in our field, and it’s our mission to get you results.

The first step is our Initial meeting, where we ask a lot of questions, and identify where we may be able to add value to your situation. If we all agree that we can help, and you want to progress to the next stage, we would detail a fixed fee for our initial advice, and any structural changes we would propose. In this meeting our aim is to understand:

• your personal circumstances
• your attitude towards risk
• your current financial position and resources

From there, we will apply our experience and expertise to develop a financial plan taking into consideration: appropriate tax structures, investment strategies, and asset protection. Following the initial meeting, we will provide personal and tailored advice to suit your individual circumstances.

Our Fee Structure.

Our fees are based on:

• the nature of advice to be provided
• complexity of your personal situation
• time & costs required to develop & implement a financial plan for you
• ongoing personal advice and services

For more information, you can contact us.