Backed by Australian Financial Services Licence (AFSL) 421290, B. Moses Investment Services provides licensed financial advice, wealth management and insurance services tailored to every stage of your financial journey. Whether you’re building wealth, protecting your family, planning for retirement or seeking a second opinion, our advisers are here to help you move forward with confidence.
Professional Guidance and Integrated Solutions.
B. Moses Investment Services Pty Limited is the B. Moses Group's licensed financial advice and wealth management business, delivering strategic financial advice, investment solutions and insurance services to retail and wholesale clients across Australia.
Financial decisions rarely exist in isolation.
The way you earn, invest, borrow, protect and transfer wealth all influence one another. Good advice considers the whole picture, ensuring each decision contributes to your broader financial position and long-term objectives.
Whether you are building wealth, growing a business, preparing for retirement or protecting your family, our advice evolves alongside every stage of your financial journey.
As the B. Moses Group’s Australian Financial Services Licence holder for retail financial advice, we bring together investment expertise, financial planning and insurance through one coordinated approach.
Our role is simple: to provide clear, considered advice that brings every aspect of your financial position together, helping you move forward with confidence.
What We Do
Financial Advice: Strategic financial advice tailored to your personal circumstances, helping you navigate wealth creation, retirement planning, superannuation, investment strategy and ongoing financial decision-making.
Investment Advice: Advice across diversified investment opportunities including managed funds, listed investments, portfolio solutions and investor directed portfolio services.
Insurance & Risk Advice: Protecting individuals, families and businesses through personal insurance, life insurance, income protection, trauma, total and permanent disability insurance, business succession planning and key person protection.
As an authorised Insurance Broker, we assist clients in identifying appropriate insurance solutions and supporting claims when they matter most.
Superannuation & Retirement: Helping clients accumulate, manage and transition their superannuation with strategies designed to support retirement income and long-term financial security.
Wealth Structuring: Working alongside accountants, legal advisers and other professionals to help clients structure their financial affairs efficiently and appropriately.
Who We Work With
Our advice is designed for people who understand that financial decisions influence more than today’s outcome. Whether you are building wealth, protecting your assets or planning for future generations, our advice evolves alongside your circumstances.
We work with:
- Individuals and Families
- Professionals and Executives
- Business Owners
- Pre-Retirees and Retirees
- High-Net-Worth Individuals
- Family Groups and Trustees
Licensed Capability
B. Moses Investment Services Pty Limited holds Australian Financial Services Licence No. 421290.
Our licence authorises us to provide financial product advice and dealing services for both retail and wholesale clients across a broad range of financial products, including:
- Managed Investment Schemes
- Securities
- Investor Directed Portfolio Services (IDPS)
- Superannuation
- Retirement Savings Accounts
- Deposit Products
- Government Debentures, Stocks and Bonds
- Margin Lending Facilities
- Life Insurance – the licence also authorises us to operate as an Insurance Broker, allowing us to assist clients with insurance advice, placement and ongoing claims support.
- Investment Life Insurance
Part of the B. Moses Group
B. Moses Investment Services forms part of the broader B. Moses Group, providing clients with access to an integrated financial services ecosystem.
Where appropriate, our advisers work alongside the Group’s investment management and capital markets businesses, giving clients access to specialist expertise across investment management, wholesale investment opportunities, private markets and capital solutions.
This coordinated approach ensures financial advice is supported by broader investment capability while remaining centred on each client’s objectives.
Our Advice Philosophy
Advice is about people. It should connect every financial decision.
Financial advice should never exist in fragments. Real financial outcomes are achieved when investments, insurance, superannuation, lending and long-term planning work together as one.
Whether you are building wealth, protecting your family, growing a business or preparing for retirement, each decision influences the next. Our role is to bring structure to that complexity, aligning every part of your financial position with your long-term objectives.
We believe advice is about more than recommending products. It is about understanding your circumstances, building enduring relationships, and providing thoughtful guidance that helps you build, protect and carry forward your wealth with confidence.
