Point B Planning
12 Taylor Street, Yarraville, Victoria 3013
About the Business
Welcome to Point B Planning - Keeping the important things simple. We are a financial planning institution located in Yarraville, Australia, at Taylor Street, 12. Our team is dedicated and driven to make your life as easy as possible by simplifying the complexities of managing your money.
Everyday life can be demanding, with work, family, and financial commitments. We understand that managing money can be overly complex, confusing, and time-consuming. That's why we do the heavy lifting for you, simplifying the numbers and giving you peace of mind. Our goal is to provide you with more time to focus on the more important things in life, such as living it!
By understanding your unique needs, we can offer a simplified financial planning solution that aims to reduce your financial anxiety and provide clarity for your future. Whether you want to increase your wealth and start investing, build your savings quicker, clear your home loan and other debts sooner, protect your family, lifestyle, and assets, ensure your superannuation is working hard for you, plan for a comfortable retirement, or simply feel like things can be done better, we are here to help.
Getting the right advice today could change your life, both now and in the future. Your financial plan starts with a simple conversation. Book your conversation with a financial planner at Point B Planning today and let's get started on achieving your financial goals.
But don't just take our word for it. Here are some testimonials from our satisfied clients:
- "Never spoke to a planner before, wanted to know if there was more that I could do with my money. Spoke to Bill, unsurfaced a lot of areas that I would have never have foreseen. Made things simple for me to understand and gave me clarity on the steps required for me to achieve my goals."
- "Had my first child and I was very conscious of future education costs. The planner spoke about the importance of starting early when saving up for my daughter's future university and home deposit. I was previously saving money in a children's savings account. The planner put in place a strategy that would give more money in the long term."
- "My wife and I were planning to retire; however, we didn't understand how much we needed to retire on. We've heard of the age pension but had no idea what it actually entailed. The planner ran some projections around how much money was required to have a comfortable retirement with holidays. But the best thing is he managed to increase my age pension benefits when I applied with Centerlink."
Point B Planning Pty Ltd is a Corporate Authorised Representative No. 1261646 of InterPrac Financial. Trust us to simplify your financial planning journey and help you achieve financial peace of mind.
Photos
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I met Bill for the first time last year in the context of the revamping of our finances by myself and my wife. Bill was very welcoming and courteous from the very start. My wife and I were both fully satisfied with the way he answered all our questions and cleared all our doubts. The quality of the financial advice he proffered to us was crystal clear and very lucid. We were pleased to receive financial advice which was tailored to our individual circumstances and took into account our own personal financial situation. Bill did establish a path for us to achieve our financial goals and lifestyle aspirations. I have no hesitation whatsoever in recommending Bill to anyone who requires sound financial advice from someone who puts the interests of the clients first. Indeed I look forward to a continuing relationship with Bill and Point B Planning."
"Bill and his team have been amazing helping my parents plan their retirement income, superannuation plans, investment options and future lifestyle. Bill is very professional and puts in the time and effort to help you achieve your financial goals. He is very knowledgeable and makes himself available when you need help. I would highly recommend his services."
"Our son introduced us to Bill. We are a couple contemplating retirement in the next few years. Bill guided us through our retirement planning with a lot of patience, listening to our needs and providing the blueprint to achieve our financial goals in retirement and above all peace of mind. Bill's professionalism, service and attentiveness to our needs transpired during our Zoom and face-to-face meetings. We started our journey with a great financial adviser but now Bill is an important member of BIG M Retirement team. Highly recommended."
"Bill is very passionate, prompt and professional. He has a wealth of knowledge and genuinely wants to help you understand your financial situation. We spoke about short, medium and long term goals for my superannuation and investment opportunities and gave the best advice according to my circumstances. He helped me understand what was important to me and helped clear any overwhelm and confusion. I would highly recommend Bill. You will be treated with care and professionalism."
"A friend recommended Bill's services to help me organise my budget, track my expenses and plan for the future. Over the past year Bill has been diligent, responsive and reliable in helping me achieve my financial goals. His professionalism, knowledge of the industry and flexibility resonated through each engagement. I look forward to continue working with Bill."
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