B & W Additions

16/11/2016

B & W Additions Pty Ltd is now on Linkedin!

Be sure to come and add us to your network

Whether you are planning for the short term, the long term or somewhere in between, if you want to be able to manage your money better then B & W Additions can help you. At B & W Additions, our aim is to provide expert professional advice and excellent service to all our clients. We know that each o...

16/11/2016

As at 1 January 2017 the Centrelink Pension Asset Test will change. To find out if and how this may affect you, click on the link below:

Essentially the Assets test “taper-rate” will increase from $1.50 per $1,000 to $3 per $1,000 of excess assets over the initial threshold. This means the reduction in the maximum Age Pension due to excess assets will increase. While the initial thresholds are increasing, the increased taper-rate w...

16/11/2016

TOM WEIR
Director
BCom, MTax, CA, CTA, SSA

Tom has over 25 years experience dealing in the Small and Medium Enterprises (SMEs) market providing high level tax, business and accounting services through the accounting firm Bourne + Weir. It was because of high demand for his expert knowledge on investments, tax structuring and superannuation that the Financial Planning company B & W Additions was started.

Tom is committed to providing a personalised service to each client that is specific to individual circumstances. His is by no means a set and forget model. Tom is extremely conscious that client circumstances, tax laws and markets change and to this end there are regular reviews of financial strategies.

16/11/2016

RODNEY JOHNSTONE
Certified Financial Planner
BBus, DipFP, GradDipAppFin

Rodney joined B & W Additions as a qualified Financial Advisor with over 25 years experience in the industry not just as an advisor himself, but also by the training of other advisors.

Rodney is able to provide a high level of clear and concise financial advice and assistance to his clients through detailed analysis of their needs. Rodney has particular expertise in assisting those clients who are moving to or have moved to retirement.

16/11/2016

VICKI LEE
Financial Planning Assistant
DipFP

Vicki joined Bourne + Weir in 2010 bringing with her previous experience in the Superannuation and Insurance Industry. Vicki moved across to B & W Additions in 2013 working as a financial planning assistant to Tom Weir & Rodney Johnstone.

Many of our clients have great respect for Vicki’s implementation skills and rely on her to assist them with the day to day management of their financial affairs.