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
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
• 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.
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.