Altona
Financial Planning Services
At Point B Planning, we are committed to providing comprehensive financial solutions tailored to the diverse needs of individuals, families, and businesses in Melbourne, 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 Melbourne
Investment Strategies
Melbourne’s competitive property and financial markets require sound investment planning. Our team crafts bespoke investment strategies to help you achieve financial growth and diversification, whether through real estate, shares, or managed funds.
Budgeting and Savings Plans
Creating a robust financial foundation starts with effective budgeting. We work with Melbourne clients to develop practical savings plans, helping you allocate resources wisely and achieve your financial goals efficiently.
Debt Management and Loan Assistance
High living costs and unexpected expenses can lead to financial stress. Our advisors provide strategies for reducing and managing debts while helping you secure favourable loan terms tailored to your needs.
Asset Protection Solutions
Your assets represent years of hard work. We provide tailored protection plans to safeguard your wealth from risks, ensuring long-term security for your family or business.
Superannuation Optimization and Retirement Planning
Planning for retirement is essential, especially in a city like Melbourne with unique financial considerations. Our team ensures that your superannuation is maximized and your retirement strategy aligns with your desired lifestyle.
Goal Setting and Long-Term Financial Planning
Financial success is built on clear, actionable goals. Whether purchasing property, expanding a business, or funding higher education, we create tailored plans to help you achieve your aspirations.
Comprehensive Tax Planning
Navigating Melbourne’s tax regulations can be complex. We offer strategies to minimize liabilities and maximize returns, ensuring compliance and financial efficiency for individuals and businesses.
Point B Planning
Our deep understanding of Melbourne’s economic environment—from property market trends to business opportunities—enables us to deliver highly relevant financial solutions.
At Point B Planning, we recognise that no two clients are alike. Our bespoke financial plans reflect your unique circumstances, goals, and risk tolerance.
We take pride in delivering measurable results that improve our clients’ financial positions. Our commitment to excellence has established us as a trusted financial partner in Melbourne.
Our services are competitively priced, and we offer a free initial consultation to understand your specific needs.
We provide comprehensive financial solutions, including cash flow management, tax planning, and long-term growth strategies tailored to Melbourne’s business environment.
Yes, we specialise in guiding clients through Melbourne’s property market, from first-time buyers to seasoned investors.
Results vary depending on your goals, but many clients experience significant progress within the first 6 to 12 months.
Absolutely. We help clients maximise their superannuation and create a secure retirement strategy tailored to their lifestyle.
