Altona
Financial Planning Services
Achieving financial stability requires the guidance of trusted professionals. At Point B Planning, we proudly serve clients in Altona Meadows, Victoria, offering full financial planning services tailored to your unique needs.
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.
Financial Planning Services in Altona Meadows
Investments
We provide custom investment strategies designed to align with your financial aspirations. Whether you’re interested in property investments or diversified portfolios, our solutions are popular with Altona Meadows residents seeking to build wealth.
Budgeting and Savings
Our financial advisors assist in developing practical budgets to help you save for major milestones, whether buying a home in Altona Meadows or planning for your children’s education. We’ll ensure your finances remain on track.
Debts and Loans
Managing debt can be challenging, but our tailored strategies make it easier to reduce liabilities and improve cash flow. We also help clients in Altona Meadows secure competitive loan options for homes, cars, or personal projects.
Asset Protection
We offer robust asset protection plans to safeguard your wealth against unforeseen circumstances. Protect your legacy and ensure peace of mind for your family or business in Altona Meadows.
Superannuation and Retirement Planning
Our team simplifies the complexities of superannuation, helping you plan for a financially secure retirement. We’ll work with you to create a strategy that supports the lifestyle you envision in Altona Meadows.
Goals and Long-Term Planning
Financial success begins with setting clear goals. We help you map out actionable steps, whether expanding your business in Altona Meadows or saving for a dream vacation.
Tax Advice
Our tax planning services are designed to optimise your financial position. From minimising personal taxes to offering insights for local business owners, we ensure you keep more of your hard-earned income.
Point B Planning
With in-depth knowledge of Altona Meadows’ economic landscape, including its growing residential and commercial sectors, we provide financial advice tailored to local conditions.
Every financial plan is crafted to meet your unique needs. We consider your current situation, future goals, and risk tolerance to design a plan that works for you.
Our commitment to delivering measurable outcomes has made us a trusted name in financial planning across Altona Meadows and beyond.
Costs vary depending on the scope of services. We offer competitive pricing and free initial consultations to assess your needs.
Our combination of local expertise, personalised strategies, and proven results sets us apart.
Absolutely. We guide clients through government grants and other incentives to help them secure their first home.
We help local business owners maximise deductions and access relevant tax incentives to improve their bottom line.
While results depend on your goals, most clients begin to notice improvements within six to twelve months.
