The Great Australian Dream
Purpose of Money Money is often misunderstood. For many, it carries emotional weight and cultural stigma. Yet, at its core, money is a tool. It
Point B Planning is a collective of Melbourne’s leading financial planners, dedicated to optimising financial strategies for homes and businesses.
Welcome
We understand that life can be overwhelming with the numerous demands of work, family and financial commitments.
Managing finances can be a complex and confusing task that takes up a lot of time. Our goal is to simplify financial management by doing the heavy lifting for you, leaving you more time to focus on the important things in life.
We strive to understand your unique needs to provide a simplified financial planning solution that can help you reduce financial anxiety and gain clarity for your future.
Financial planning is essential for achieving financial stability and security for you, your family and your future.
Financial planning can help you increase your wealth and start investing.
Help devise a clear plan to help you build your savings quicker.
Ensure your home loans and other financial debts are cleared sooner.
Financial planning can secure your lifestyle, assets and family’s well-being.
Ensure your superannuation and superfunds is working hard for you.
Plan for a comfortable retirement and knowing when you can retire.
Located in Yarraville, 9km from Melbourne CBD, our office proudly serves the inner West, including Seddon, Williamstown, Kingsville, Spotswood, Maribyrnong, Footscray, West Footscray and more.
We simplify the numbers and do the heavy lifting, giving you peace of mind whilst providing you more time to focus on the more important things in life, living it.
Our team provides customised financial advice to promote sustainable growth for your personal and business needs.
Using state-of-the-art technology to guarantee safe and smooth processing and accurate management of data.
Count on us for precise reporting and analysis, providing a solid and reliable foundation for your home and business.
At Point B Planning, we believe that financial well-being should be achievable for everyone. Our team is dedicated to simplifying financial strategies, providing transparent guidance, and creating personalised plans that help you navigate from your current situation (Point A) to your ideal future (Point B).
We specialise in streamlining savings, investments, superannuation, budgets, loans and debt management to support your goals, big or small. We’re here to help.
Purpose of Money Money is often misunderstood. For many, it carries emotional weight and cultural stigma. Yet, at its core, money is a tool. It
Wealth Transfer Australia is approaching a major shift in personal finances. Over the next two decades, approximately $3.5 trillion is expected to be transferred from
At what age can I access my superannuation 3 min read Key takeaways Access super when 60 and cease work Turning age 65 Access superannuation