About Us
Your Finance Partners
We are committed to aiding individuals and businesses in realising their financial aspirations. Through a collaborative partnership, we provide guidance towards stability and open opportunities.
Bill Truong
Bill has been engaged in the financial services industry for over 10 years. Working in large institutions such as GE Money and NAB Wealth. Bill has a master’s in financial planning and is a member of the Tax Practitioners Board (TPB). Bill’s purpose is to assist people in everyday life to achieve goals and better their financial position. More importantly, Bill believes that maintaining strong and deep relationships is the secret to true financial planning. Understanding client issues and what keeps them up at night is the starting point for mapping out the future.
On a personal note, Bill is a mad Western Bulldogs supporter, cycling enthusiast and aspiring fisherman.
We aid to deliver financial success
Our mission is to guide individuals from their current financial position (Point A) to their desired financial destination (Point B) swiftly and effectively. We simplify the complexities of financial planning to provide peace of mind and foster financial fulfilment for our clients.
Professional and reliable
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.
