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Financial Advice

No matter your stage of life, financial advice can help ensure you are on the right path to achieving your goals.

Why seek financial advice?

Getting the right financial advice can help you get on track to achieve your financial goals.

Whether your goals are a house deposit, a destination wedding or a comfortable retirement, our experienced Wealth Concierge team can provide you with general advice, guide you through a self-service option or refer you to a financial planner if you want personal advice. Best of all, its free.

How can financial advice make a difference?

  • Define your financial and lifestyle goals

  • Identify opportunities through understanding your personal and financial circumstances

  • Build a financial plan with measurable outcomes

  • Stay on track through progress reviews

Think you may need more tailored advice?

Personal advice from a financial planner generally covers comprehensive financial planning and investment services including:

• Retirement strategy and planning 
• Superannuation strategy and planning including self-managed super funds (SMSF) 
• Investment strategy and planning 
• Portfolio management

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• Life and risk insurance planning
• Tax strategy and planning 
• Cashflow and debt management 
• Aged-care planning

Want to learn more?

Like videos? So do we. Learn more about financial planning in under three minutes.

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Can we help you?

A member of our Wealth Concierge team can get in touch via phone or email to understand your needs, provide complimentary general assistance and advice - or arrange a meeting with a financial planner if you require personal advice.

Wealth Concierge is a service provided by Bendigo Financial Planning Limited (AFSL 237898) a subsidiary of Bendigo and Adelaide Bank Limited. Any advice provided to you is general advice only, your personal and financial circumstances have not been taken into account. You should consider the appropriateness of any advice given before making an investment decision. Please read the Financial Services Guide for important information relating to our services.

Bendigo and Adelaide Bank Limited, ABN 11 068 049 178 AFSL / Australian Credit Licence 237879. Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Please read the applicable Disclosure Documents before acquiring any product described on this website. Please also review our Financial Services Guide (FSG) before accessing information on this website. Information on this page can change without notice to you.

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