Real Solutions to Real World Finances

One of the most common statements we hear is "I don't make enough money to need a financial plan." The fact is, if you are earning money at all, whether from a job, government assistance, or a fixed retirement income you need a financial plan.

A financial plan is not just about getting out of a tight financial situation… it's about your future, and we all have one. What kind of future you want to have is the question - and we at Bartley-Hathaway can help you figure out the answers. We offer solutions on budgeting, debt consolidation, retirement planning, education planning, insurance, tax planning, estate planning, and everything else relating to major events in your life. Births, deaths, marriages, schooling, and taxes - all of them come at us some time during our lives. Are you ready?

Contact us today to book your personal consultation. Our advice is based on over 35 years in the financial industry and is completely non-biased. Let us help you be prepared for that next step in your life.

1. What is a Financial Plan?
2. Why do I need a tax plan?
3. How are you different from a Bank representative?
4. I have a will, what else is there to plan?

For more information on our financial counselling services, please contact us to arrange an appointment at your earliest convenience.

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