Ardeer
Financial Planning Services
Achieving financial security requires a structured, strategic approach guided by qualified professionals. At Point B Planning, we support individuals and businesses in Ardeer, Victoria, by delivering financial planning services tailored to specific goals and financial positions.
Bill Truong
Bill Truong brings over a decade of experience in the financial services sector, including tenure at institutions such as GE Money and NAB Wealth. Holding a Master of Financial Planning and registration with the Tax Practitioners Board (TPB), Bill specialises in helping clients establish clear financial strategies. His approach prioritises strong client relationships and a comprehensive understanding of each individual’s priorities and concerns.
Outside of work, Bill is a committed Western Bulldogs supporter, avid cyclist, and dedicated recreational fisherman.
Financial Planning Services in Ardeer
Investments
We offer structured investment strategies aligned with long-term financial objectives. Our solutions support clients in Ardeer pursuing opportunities in property, equities, and diversified asset portfolios.
Budgeting and Savings
Our advisors provide practical financial planning to assist with key life goals, including homeownership and education funding. Budget strategies are designed to maintain financial stability and control.
Debts and Loans
We assist clients in managing debt through tailored repayment plans and improved loan structuring. Our team also facilitates access to competitive lending options across Ardeer.
Asset Protection
Asset protection strategies are developed to secure wealth against unexpected events. We work with clients to safeguard both personal and business assets and maintain continuity across financial plans.
Superannuation and Retirement Planning
Our retirement planning services simplify superannuation by aligning financial products and strategies with desired lifestyle outcomes. Clients in Ardeer benefit from structured guidance tailored to retirement timelines.
Goals and Long-Term Planning
We help define and implement actionable financial goals. Whether focused on personal milestones or business expansion, our planning framework supports sustained financial performance.
Tax Advice
We provide expert tax advisory services aimed at improving financial efficiency. From individual tax minimisation to business deductions, we help clients retain more of their income while remaining compliant.
Point B Planning
Point B Planning has a profound understanding of Ardeer’s local residential and commercial sectors. This insight allows us to deliver financial advice that is contextually relevant and outcome-focused.
Each plan is developed with a clear understanding of financial circumstances, risk tolerance, and defined objectives. Our consultative approach ensures alignment with long-term goals and measurable results.
Point B Planning has built a reputation for delivering strong financial results, making us one of Victoria’s most reliable advisory firms for clients in Ardeer and the surrounding areas.
Timeframes depend on your objectives and financial profile. Our advisors monitor plan performance and provide regular progress updates.
