Brown & Associates Financial is a well-established financial planning firm with over 35 years of experience serving clients in the Central West of NSW. Founded by Edward Brown, the firm has a rich history, initially operating as Brown & Associates (Bathurst) Pty Ltd before rebranding as Brown & Associates Financial under Capstone Financial Planning Pty Ltd. Edward’s expertise extends to areas such as Bathurst, Cowra, Orange, Parkes, and Forbes, offering a comprehensive range of financial services to individuals and families.
At Brown & Associates Financial, the philosophy revolves around the understanding that achieving financial goals goes beyond simple savings. With a focus on investment, taxation, and navigating complex regulations, the firm aims to provide tailored financial plans to address each client’s unique circumstances. As a Corporate Authorised Representative of Capstone Financial Planning Pty Ltd, Brown & Associates Financial adheres to high standards of professionalism and expertise in delivering services such as retirement advice, estate planning, insurance solutions, and aged care guidance.
Clients of Brown & Associates Financial benefit from a wide array of services designed to optimize their financial well-being. From superannuation strategies and investment advice to estate planning and insurance coverage, the firm offers comprehensive solutions to help individuals secure their financial futures. With a commitment to excellence and a client-centric approach, Brown & Associates Financial stands as a trusted partner in navigating the complexities of financial planning in the ever-changing landscape of the Australian financial market.