Brooklyn
Financial Planning Services
Point B Planning delivers structured financial planning services to clients in Brooklyn, Victoria. Our approach is designed to align with individual financial goals, providing clarity and strategic direction in financial decision-making.
Bill Truong
Bill Truong is a seasoned financial planner with over a decade of experience in the financial services industry. His career includes roles at prominent institutions such as GE Money and NAB Wealth, where he developed a strong foundation in financial planning and client advisory services.
Holding a Master of Financial Planning from Kaplan Professional, Bill is also a registered tax (financial) adviser with the Tax Practitioners Board (TPB). His professional focus is on delivering tailored financial strategies that align with clients’ individual goals and circumstances.
Bill is committed to building enduring client relationships, emphasising trust and transparency. He believes understanding a client’s financial situation is essential to providing effective advice and achieving long-term financial success.
Financial Planning in Brooklyn
Investment Strategy
We develop investment strategies tailored to your financial goals, focusing on asset allocation and risk management to optimise returns.
Budgeting and Savings
Our advisors assist in creating practical budgets and savings plans, enabling clients to achieve financial milestones and maintain fiscal discipline.
Debt Management
We provide strategies for effective debt management and assist in securing competitive loan options to support your financial needs.
Asset Protection
Our asset protection services are designed to safeguard your wealth against unforeseen circumstances, ensuring long-term financial security.
Superannuation and Retirement Planning
We offer comprehensive retirement planning services, including superannuation advice, to help you prepare for a financially secure retirement.
Goal Setting and Long-Term Planning
Our team works with you to define clear financial goals and develop long-term plans to achieve them, ensuring sustained financial growth.
Tax Planning
We provide tax planning services aimed at optimising your financial position, including strategies for tax minimisation and compliance.
Point B Planning
Located in Yarraville, Point B Planning serves clients in Brooklyn and surrounding areas. Our financial plans are customised to your specific needs, considering your current financial situation, future goals, and risk tolerance. We are dedicated to delivering measurable outcomes and maintaining long-term client relationships.
