Altona North
Financial Planning Services
Establishing financial stability requires experienced guidance. At Point B Planning, we support clients in Altona North, Victoria, by offering comprehensive financial planning services designed to meet individual needs.
Bill Truong
Bill has worked in financial services for more than 10 years, having held positions at major firms including GE Money and NAB Wealth. As a certified financial planner with a master’s degree and TPB registration, Bill’s mission is to guide individuals in achieving financial security and long-term goals. He emphasises the importance of building trusted relationships and gaining a clear understanding of clients’ challenges as the foundation for effective planning.
Outside of his professional life, Bill follows the Western Bulldogs, enjoys cycling, and is a keen recreational fisherman.
Financial Planning Services in Altona North
Investments
We offer tailored investment strategies that reflect your financial objectives. Whether your focus is property, shares, or diversified assets, our solutions are designed to help clients in Altona North grow long-term wealth.
Budgeting and Savings
We assist clients with structured savings plans and practical budgeting tools. Whether saving for a first home or your child’s education, our advisors will help ensure your financial plans stay on course.
Debts and Loans
We provide practical support to reduce liabilities and improve cash flow. From home and car loans to personal finance options, our strategies are designed to help Altona North residents secure competitive lending arrangements.
Asset Protection
We develop asset protection strategies to reduce financial exposure. Our goal is to protect your family’s financial future and ensure that your personal and business wealth remains secure in uncertain situations.
Superannuation and Retirement Planning
We simplify superannuation by tailoring strategies for a secure retirement. Our approach considers your lifestyle expectations and aligns retirement goals with achievable financial pathways in Altona North.
Goals and Long-Term Planning
We help define and prioritise your financial goals. Whether you’re building a business or planning future lifestyle investments, we provide strategic guidance to help you follow through with long-term success.
Tax Advice
We provide tax planning support to maximise your take-home income. From minimising personal tax to helping local businesses manage tax liabilities efficiently, we ensure that your earnings are optimised.
Point B Planning
With an understanding of Altona North’s growing residential and commercial sectors, we deliver financial plans suited to local economic conditions.
Every plan we create is tailored to your financial position, goals, and risk profile. We take a detailed, structured approach to build strategies that are measurable and relevant.
Our ability to consistently deliver effective financial results has made us a reliable advisor for clients across Altona North and surrounding areas.
Our strength lies in personalised planning, local experience, and proven client outcomes.
Yes. We help first-time buyers take advantage of grants, loan programs, and budgeting advice tailored to Altona North residents.
