Bell Financial is a leading financial planning firm founded with a passion for helping individuals and businesses achieve their financial goals. Our team of experts has years of experience in the investment industry, providing tailored solutions and personalized advice to our clients. We believe in building long-term relationships based on trust and transparency, and our dedication to excellence sets us apart in the financial planning sector.

Our team has been working together for more than a decade, the Bell Financial team is passionate about investing in small and medium-sized companies and delivering accelerated growth for our investors. Our team is results focused, with a proven track record of securing unique and exclusive investment opportunities that generate attractive risk-adjusted returns. We're a trusted partner to investee companies,  adding value through strategy, people, networks, genuine partnership and capital solutions.

BELL FINANCIAL ECOSYSTEM

One of the keys to our success is our Ecosystem. Our network of more than 200 investment professionals provide us with valuable information and insights into where the world is going and how it’s changing. This helps inform our investment decisions and add value to the businesses we own. 

Turning Insights into Action

We leverage this intelligence to source, execute, manage and realize investments for the benefit of our clients and partners.

Connecting with Confidence

Bell Ecosystem drives competitive advantages in sourcing, executing, managing, and realizing investments.