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Intend Financial

Intend Financial

5.0(1 reviews)See reviews ↓·Launceston

About the company

Intend Financial is the trading name of BMM Partners Pty Ltd and operates as a Corporate Authorised Representative of Consultum Financial Advisers Pty Ltd. The firm provides financial advice across wealth creation, retirement planning, insurance, investment and estate planning. It serves individuals, families and couples, small business owners, business executives, philanthropic trusts and family offices.

Intend Financial connects clients with accounting, lending and legal services through trusted referral partners. The business has locations in Launceston, Mornington, Hawthorn East and the Gold Coast, and is regionally focused with strong local roots in places such as Burleigh Heads and Launceston.

What customers say

Based on genuine customer reviews

Intend Financial in Launceston is an advice practice where a client appointed the firm to manage their financial affairs after an arduous experience with a former SMSF adviser three years earlier. The account describes the transition as seamless, and the service as both personal and professional. The advice given is described as well tailored to the client's assessed risk parameters, indicating recommendations shaped around an agreed tolerance rather than a standard template.

The same account records a great outcome and a sense of comfort in knowing their affairs are in good hands. This points to work covering self-managed superannuation and wider financial guidance, delivered with personal attention and professional judgement for a client who had previously dealt with another SMSF adviser.

Reviews

Reviews are taken from publicly available sources.

GL
George Law18 December 2023

Following an arduous experience with our former SMSF advisor we appointed Intend Financial three years ago to manage our financial affairs. The transition was seamless, the service personal and professional and the advice well tailored to our assessed risk parameters. A great outcome and comfortable knowing we are in good hands.

Financial advisers & planners in Launceston compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Launceston are compared.

RankProviderRatingReviewsOpen Sat.
1Financial Streams★ 5,022No
2The Wealth Studio★ 5,07No
3Fiducian Financial Services - Launceston★ 5,06No
4Forty Fifty★ 5,06No
5Financial Planners of Tasmania★ 5,03No
7Intend Financial (this page)★ 5,01No
Contact
+61367225391intendfinancial.com.auLevel1/42-48 St John St, Launceston TAS 7250
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed