Altona
Financial Planning Services
Having a reliable and experienced partner is essential for achieving your financial goals. At Point B Planning, we specialise in delivering personalised financial planning services to clients in Altona, Victoria.
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
Investments
Whether you want to build wealth or diversify your portfolio, our experts provide tailored investment strategies that align with your financial goals. We specialise in property investments, shares, and managed funds, all popular among Altona residents seeking to grow their wealth.
Budgeting and Savings
Our team helps you create realistic budgeting plans to manage your expenses and save for the future. Whether saving for a home in Altona or planning a family vacation, we’ll ensure your financial goals stay on track.
Debts and Loans
Debt management can be daunting, but our advisors provide practical strategies to reduce and manage your debts. We also assist with finding competitive loan options for mortgages, personal loans, or refinancing existing debts.
Asset Protection
Protecting your assets is crucial to safeguarding your financial future. We offer comprehensive solutions to shield your wealth from unexpected events, ensuring peace of mind for Altona families and business owners.
Superannuation and Retirement Planning
Planning for retirement can be complex, but our team simplifies the process. We help you optimise your superannuation and develop a retirement strategy that provides financial security and the lifestyle you desire in Altona.
Goals and Long-Term Planning
Setting clear financial goals is the foundation of a solid plan. We work with you to outline achievable milestones, whether buying your first home in Seaholme or building a business in Altona Meadows.
Tax Advice
Our tax planning services aim to minimise your liabilities while maximising your returns. From personal tax advice to strategies for Altona’s small business owners, we help you keep more of what you earn.
Point B Planning
We understand Altona’s unique economic, including its thriving property market and opportunities for small businesses. Our local knowledge ensures that our advice is practical and relevant to your financial goals.
Every financial plan is tailored to meet your specific needs. We take the time to understand your current situation, future aspirations, and risk tolerance to create a strategy that works for you.
Point B Planning has a history of delivering outstanding results for our clients. Our client-focused approach has earned us a reputation as one of the top financial planning firms in the area.
The cost varies depending on the complexity of your financial situation. We offer competitive pricing and free initial consultations to discuss your needs.
Look for experience, local expertise, and client testimonials. Point B Planning meets all these criteria and more.
Yes, we provide guidance on accessing government grants and incentives for first-time buyers.
We offer tailored tax advice to help local business owners maximise deductions and take advantage of government incentives.
Results depend on your goals and current financial standing, but many clients begin to see progress within the first year.
