The most important part of our business is you
Our ServicesWelcome to Big Bear Wealth
We are a boutique Financial Planning & Finance Broking house for all Australians in all stages of life. We are focused on our clients needs and providing peace of mind through creative thinking, expert advice and determination to provide the highest quality of service.
Finance Broking
Sorting your own finance can be like walking through a maze, let us guide you with expert advice to take the hassle and guess work out of the equation. Whether it be your first home, an investment loan or a new business vehicle we can guide you every step of the way.
Financial Planning
Life is complex, goes way too fast and can be unpredictable at times, we get it. We can provide you with financial strategies that work for all stages of life to help you grow your wealth and protect your life style or loved ones in the event of sickness accident or death to give you financial peace of mind.
The Virtual Experience
Covid-19 has forever changed our lives, we can offer you all of our services from the comfort of your own home. Whilst we love meeting it is now not always possible, whether it be for geographical reasons or just personal reasons we have this covered. We can meet with you virtually, identify you virtually and complete most documentation processes electronically – all you need is an internet connection.