About Point B Planning
Located in Yarraville, Victoria, Point B Planning is a premier financial advisory firm dedicated to optimizing financial strategies for both individuals and businesses. Our team of expert financial planners specializes in comprehensive financial planning, including investments, tax strategies, estate planning, savings, insurance, mortgages, and retirement planning. We are committed to helping our clients achieve their financial goals, whether it’s investing for growth, maximizing superannuation for a comfortable retirement, or creating tax-efficient wealth-building strategies. Our office proudly serves the inner West of Melbourne, including Seddon, Williamstown, Kingsville, Spotswood, Maribyrnong, Footscray, and West Footscray. At Point B Planning, we leverage state-of-the-art technology to ensure accurate data management and reporting, providing a solid foundation for your financial decisions. Our approach simplifies complex financial strategies, giving you peace of mind and more time to focus on what matters most. Contact us today to start your journey from Point A to Point B with confidence.
Services
Wealth Creation
Budgeting Advice
Reducing Debts
Asset Protections
Superannuation
Goals Advice
Trust Enty & Self Managed Superfund
Tax Advice
Investment Advice
Savings Advice
Reducing Loans
Family Wealth Protections
Retirement Planning
Long-Term Planning Advice
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Amenities
Ways to Pay
Cash
EFT
Eftpos
Mastercard
Visa
Amex
Account
Direct Debit
Licences
Credit Representative 1261646
Frequently Asked Questions
How can we add value for clients?
The majority of clients have a rough idea of what needs to be done Save more money, clear down debt, add a bit to super. The issue is, no matter how hard they google, read the barefoot investor, whirlpool or speak to their friends and family, there is no guarantee that it is right for them. These are just some perfect examples of when it may be the right time to speak with a financial planner.
What is the process and where to start?
The first step is to have a discovery call with a planner that should take no longer than 5-10 mins This is an opportunity to talk to a planner about what’s really bothering you and to see if we can assist.
Point B Planning