About us

What makes Bendigo Financial Planning different?

• In 2006, the Bendigo was the first bank to move from a commission-based business model to a fee-for-service model.
  
• Bendigo Financial Planning offers the option of an ongoing service agreement, which provides customers with regular face-to-face meetings and portfolio reviews with their planner.

Let a Bendigo Financial Planner help you achieve exactly what you need

• Bendigo Financial Planning is not aligned to an in-house funds management business – so we’re not restricted to in-house products and provide advice on a broad range of investment options.
• Bendigo Financial Planners are salaried employees and do not rely on commission – the advice you receive is free from any conflicts of interest.
  
• Full disclosure on their fees and services - at Bendigo Financial Planning we focus on providing superior service, quality advice and solutions that suit your needs.
  

Bendigo Financial Planners can offer you the following service:

• Initial advice and the implementation of your investment and insurance strategies.
  
• Regular face-to-face meetings to review your portfolio and financial strategies.

Since launching, Bendigo Financial Planning has grown into a network of more than 60 qualified financial planners nationally, with over 15,000 individual and business customers.

For additional information on our service offering and fees, please click here to view our Financial Services Guide.