Bathurst Financial Planning

Your financial solutions in Bathurst…

At Bathurst Financial Planning, we develop the most appropriate financial strategies to fit your individual circumstances. Our bespoke financial solutions are your first step towards financial freedom right here in Bathurst.

Build your future wealth… maintain your lifestyle… retire comfortably…

Financial Planner, Tyron Mitchell, specialises in budgeting, investments, insurance, taxation, superannuation and planning your retirement. Tyron’s extensive industry experience spans 10 years with a focus on home lending, banking products and financial planning.

Servicing the Central West & beyond…

Located in Central Western NSW, our services are available at our office locations in Bathurst, Orange, and Dubbo by appointment.

The holistic approach to financial planning…

At Bathurst Financial Planning, we believe in focusing on every aspect of your life. As illustrated below, it is important to understand all aspects including your goals, concerns, interests, current and future situation in relation to financial planning.

Voted Best Financial Services in Orange by Three Best Rated three years in a row.

Best Financial services in Orange
Best Financial services in Orange
Best Financial services in Orange

‘A goal without a plan is just a wish’

Superannuation

We will explain the different types of superfunds and what the positives and
negatives of each fund are. This will help you choose the right superfund for your unique financial goals.

Personal Insurance

We will help you put in place tailored personal insurances to protect your assets, clear your liabilities and protect your future lifestyle. We’ll also structure them to obtain the most benefits.

Investments

We’ll help choose the right investment to achieve your goals. We use research providers for shares & managed funds and work with local mortgage brokers who can help with direct property investing.

TAXATION

The goal of tax planning is to arrange your financial affairs so as to minimise your taxes. We work closely with your accountant to determine the best ways to minimise your tax payable per year.

BUDGETING

We will help you set up a budget action plan to help manage your financial situation better and take the stress out of your life or help you feel you are getting ahead.

RETIREMENT PLANNING

We will explain the different options available to you and how to manage your
financial situation to best benefit you for Centrelink and to have the best long-term retirement plan.

Business Insurance

Protects the business in the event of an unplanned exit. Key person insurance provides revenue and capital protection. Buy/Sell insurance protects the owners in the event of an unplanned exit from partner in the event of a death or disability.

Aged Care

Australia’s aging population requires age care advice. Age care advisors provide clients with steps by step guidance and evaluation on age care options available and level of cover to meet their ongoing needs. We look at before and after position, affordability and costing.

What is important about money to you?

Understanding what drives you about money helps us create a tailored plan to suit your individual needs.

To Protect Your Family 

Build your wealth 

Pay for your current lifestyle

Plan for future retirement

Reduce your current debts

Create more freedom

MAKING “GOOD” AGED CARE DECISIONS

HOW CAN BATHURST FINANCIAL PLANNING HELP? Here at Bathurst Financial Planning, we often see people tying themselves in knots trying to make “good” aged care decisions for themselves or their loved ones. Like all major life and financial decisions, making “good” aged...

TIME FOR A FEBRUARY FINANCIAL CHECK-UP?

Give yourself a flying head start in 2024 with a February Financial Check-up. Start the year off kicking those life goals with a visit to Bathurst Financial Planning. Whilst you may still be dragging yourself mentally out of the holiday season and struggling to get...

ORANGE FINANCIAL PLANNING

2023 – A YEAR IN REVIEW… THREE FROM THREE! The sky was the limit in 2023 for us at Orange Financial Planning which saw us again rated as one of the top three best financial advisors in Orange for the third year in a row by Three Best Rated. Just like my favourite...

Aged Care

UNDERSTANDING THE REFUNDABLE ACCOMMODATION DEPOSIT At Bathurst Financial Planning, we aim to ease some of the stress for our clients with the big life changes such as navigating a plan for retirement and aged care for themselves or their family members. It can be a...

AGED CARE

KNOW YOUR RIGHTS… TAKE YOUR 28 DAYS! At Bathurst Financial Planning, we see many people who feel lost in navigating the aged care system. We provide comprehensive retirement and aged care advice to help with the big decisions. How you choose to pay for your room in...

AGED CARE

MOVING FROM A RETIREMENT VILLAGE TO CARE Bathurst Financial Planning can provide quality retirement and aged care advice to help you navigate this time including moving from a retirement village to care. For many people, a retirement village may offer a great...

AGED CARE

FIVE STEPS TO SELECTING A HOME CARE PROVIDER Are you or your parents thinking about home care options? At Bathurst Financial Planning, we have a handy five-step process to help find the right home care provider for your needs. Home Care is an integral service...

AGED CARE

GET ADVICE BEFORE GIFTING! Many retirees may want to help younger family members by gifting part of their savings. There are many things to consider so getting proper advice is essential. Here at Bathurst Financial Planning, we get gifting. You want to share with your...

RETIREMENT PLANNING

COMFORTABLE VERSUS MODEST LIFESTYLE What will retirement look like for you? Read on as Bathurst Financial Planning outlines what an average ‘comfortable’ versus ‘modest’ retirement looks like in 2023. The ASFA Retirement Standard provides an estimate on how much money...

RETIREMENT PLANNING

IDENTIFYING YOUR RETIREMENT GOALS Identifying your short and long-term goals for retirement is fundamental to us here at Bathurst Financial Planning and a speciality for retirement expert, Kim Bryant. According to Kim, people often turn to a financial planner to help...
Bathurst Financial Planning
Bathurst Financial Planning
2 Google reviews
Glenn Pearson (Fifo Capital)
Glenn Pearson (Fifo Capital)
2023-06-20
I would not hesitate to recommend Tyron and Kim to my friends and colleagues because I know they would be in good hands.
Chris S
Chris S
2023-05-04
Tyron and Kim have been a life saver to help me get things on track and plan for the future. Their Knowledge and experience explaining things to myself couldn't of been easier to understand. I would highly recommend.

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Contact Bathurst Financial Planning today to see how we can help create the life you planned for.