Bronson Financial Services
“Your Family Incorporated
Chief Financial Officer Service.”

If Personalised Wealth Management, Asset Planning and Estate Planning Strategies Are Important To You and Your Family – Contact Bronson Financial Services, specialising in providing your Family with its own Chief Financial Officer. 

Traditionally families with a high net worth have always employed the best financial planners, accountants and solicitors to manage their financial affairs, arrange estate planning and plan in detail their intergenerational wealth handover.                       

Also our largest companies employ Chief Financial Officers to manage the company’s financial affairs – with the CFO regularly reporting to the Chief Executive and the Board on how the company is progressing in its plan to achieve certain financial objectives.                       

However, more modest families – with their own house, super funds, perhaps business, shares or another property – were left adrift with disconnected financial and legal advice… with nowhere to store important documents or instructions in the event of a tragedy.                       

So as you are the Chief Executive of Your Family Incorporated – what does your Chief Financial Officer do for you – do you have a reliable Chief Financial Officer that does more than sell your family a product and you never hear from them again?                        

Bronson Financial Services – Providing your family with its own personalised Chief Financial Officer Service – Sharing The Same Strategies The Super Rich Employ To Protect, Manage, Accumulate And Dispense Wealth From One Generation To The Next…                      

Unlike a lot of other financial planners or insurance brokers who sell you a product and you never hear from them again, Bronson Financial Services is an elite personal financial services company, specialising in creating and protecting your family’s wealth management needs now and for future generations.                       

Our promises and services to you are:

1. To work with you and your family members to define a plan that meets your family’s financial goals and objectives today and for the future;                            

2. To ensure that you and your family have the strategies in place so your family’s business and personal assets are protected in the event of death, trauma, mishap or illness;                            

3. To ensure that you maximise the benefits gained from your investment portfolio, such as correct ownership structures, appropriately directed income and intergenerational wealth transfer                             

4. To give personalised strategic financial advice, insurance advice and other related advice as needed to you and your family members on a fee-for-service basis                            

5. To ensure each generation of the family knows where the money is coming from, how it will be dispersed and how it is to be managed for the long-term benefit of the family unit.                             

 At Bronson Financial Services you are as important to us as the super wealthy. First, we seek to understand your family’s asset protection, planning, and aged care needs. We draw up a plan, talk to all the family members, and then co-ordinate and manage the processes with your accountant and solicitor to get the documents in place.               

Once everything is set up, you or your children will not have to inherit any financial burdens.                 

Your needs and instructions are kept in secure storage. Your estate is planned in consultation so that each generation is comfortable with the arrangements, which is a relief to many of our upcoming and existing retired clients.                  

Without proper advice, insurance and estate planning strategies in place, there can be major taxes/stamp duties incurred when an estate (including your home) transfers between generations.