Who we are
Based in Adelaide, Minerds Bell has been providing tailored financial planning solutions to South Australians since 1975. Minerds Bell has since evolved into a highly professional and award winning boutique financial planning practice, catering to the financial planning needs of all clients.
Your initial consultation with us takes approximately 2 hours. This allows us to get to know you and gain an understanding of your personal financial goals. As an introductory offer we will fix this at a 1 hour charge being $300.
We value our existing clients and referral network partners – if you are referred to us from within the Minerds Bell family then there will be no charge for your initial consultation.
We are a fee for service practice and our fees are based on the complexity of work involved in providing you with the best advice for your situation. When you engage us, we will explain upfront exactly what services we will provide and what they will cost, acting only when we have your written approval.
Our philosophy is to build ongoing relationships with you based on trust, respect and professionalism. We are committed to providing service well after your financial plan has been implemented. Through regular financial planning reviews, we will ensure that you are kept informed of any changed in legislation or investment strategies that are relevant to your situation and of course we are always available to you personally should your financial situation, needs or objectives change.
FOR US, ITS PERSONAL
08 8373 1711
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Clive Harris and Associates Pty Ltd trading as Minerds Bell Consultancy Group ABN 97 008 019 163 is a Corporate Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294, Australian Financial Services Licensee, Licensee Number 234665.
