BAM Financial Planning

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BAM Financial Planning Our intention for clients is to help you have, do and achieve more of what you love. Our clients are typically couples and families.

We want to make it easier for you to know where you are heading in life and for you to achieve the things that are important, to you. At BAM Financial Planning our intention for clients is to help you have, do and achieve more of what you love. We believe that you should be able to do more of what you love and not worry about some of the little things in life. We make sure that you have a clear plan and the tools in place that will help you get there. We have found that clients in their prime naturally have similar financial concerns and are often leading busy lives. Contracting a financial planner, such as BAM FP, can allow you the time to concentrate more on yourself and your family to have, do and achieve more of what you love. Please refer to http://bamfp.com.au/ for our General Advice Warning and General Advice (Tax) Warning. Nathan Baker and BAM Financial Planning, are Authorised Representatives of RI Advice Group Pty Ltd ABN 23 001 774 125, AFSL 238429

The information (including taxation) in this website does not consider your personal circumstances and is of a general nature only - unless otherwise stated. You should not act on the information provided without first obtaining professional advice specific to your circumstances.

14/10/2026

"How floating rate bonds can make your portfolio more resilient"

Floating rate bonds tend to receive less attention than shares or fixed rate bonds. Contents hide 1 What are floating-rate bonds? 1.1 Floating-rate bonds provide income that adjusts as interest rates change 2 Why investors use floating-rate bonds 2.1 1. Regular income 2.2 2. Reduced sensitivity to i...

14/10/2026

"The three phases of retirement: Key decisions at every stage"

Retirement starts long before your last day at work Contents hide 1 Retirement starts long before your last day at work 2 Know what you’re aiming for 3 Phase 1: Building your retirement runway 4 Phase 2: Putting your nest egg to work 5 Phase 3: Planning your legacy 6 Strategies to consider There a...

13/10/2026

"Why Transition to Retirement deserves a second look"

For many people approaching retirement, the transition from full-time work to retirement is no longer a sudden stop. Instead, it’s often a gradual process that involves reducing work hours, maintaining cash flow and continuing to build retirement savings. Contents hide 1 What is a TTR strategy? 2 ...

07/10/2026

"How home insurance cash settlements work"

If your insurer offers a cash settlement instead of organising repairs, it’s important to understand what you’re agreeing to. Contents hide 1 What is a home insurance cash settlement? 2 Key findings from ASIC’s review 3 How cash settlements work 4 Pros and cons of accepting a cash settlement 4...

07/10/2026

"Signals from the bond markets"

If the financial markets could talk, then bonds would probably be saying: “We’re not convinced the story is over yet”. Contents hide 1 Looking back 2 What’s happening in Australia? 3 The global picture 4 Understanding duration 5 The bottom line 6 How bonds work Bond yields have been rising a...

06/10/2026

"Ensure your estate planning reflects your wishes"

Many people are surprised to learn that some of their largest assets may not be covered by their will. With recent changes affecting testamentary trusts and ongoing complexity around superannuation death benefits, now is a good time to review your arrangements. Contents hide 1 Testamentary trusts un...

30/09/2026

"Chores or no chores? The economic psychology of giving kids pocket money"

When growing up, many kids earned pocket money by babysitting, mowing lawns, walking dogs or washing cars for their neighbours. Part-time jobs delivering local papers or circulars (junk mail) were also popular. Contents hide 1 Doing good for its own sake 2 Routine chores 3 Special jobs 4 What about....

29/09/2026

"Separation or divorce and your super"

Separation or divorce can bring emotional and financial change. Super is often overlooked at this time, but it can be one of the most significant assets to understand when dividing property and planning for the future. Contents hide 1 Yes, your super counts 2 Why women need to pay closer attention 3...

28/09/2026

"Putting healthspan at the heart of your plan"

There is something deeply hopeful about the fact that we are living longer than previous generations. Advances in medicine, safer living conditions and better healthcare have given many of us more time than our grandparents could have imagined. Contents hide 1 The changing shape of ageing 2 Why this...

22/09/2026

"Protect your money in retirement"

Retirement can be a time when people may try to take advantage of your trust. Contents hide 1 Protect your money from people you know 2 Elder financial abuse 3 The ‘Bank of Mum and Dad’ 4 Your options for support 5 Protect your money from people you don’t know 6 Common scams targeting older .....

Address

2A Dunstone Road
Semaphore, SA
5019

Telephone

+61883113954

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