Greybox Wealth is a financial planning and wealth management business located in Bendigo, Regional Victoria. As a small boutique firm, we focus on partnering with clients to deliver substantial value through a personalized approach. Our services include strategic financial advice for retirement planning, protection strategies for unforeseen circumstances, and wealth management tailored to individual requirements. With over 30 years of combined experience in the financial services industry, our team, led by Phillip Monaghan and Martin Southcombe, is dedicated to providing customised advice that always prioritizes the best interests of our clients.
At Greybox Wealth, we believe in supporting our clients in achieving their financial goals with confidence. Our philosophy revolves around evaluating each client’s willingness and ability to take investment risks relative to their financial objectives, ensuring a proper asset allocation for their portfolio. We emphasize diversification across different asset classes to reduce volatility and protect wealth. By being independent of any dealer groups or product providers, we have the freedom to offer tailored advice that aligns with the unique needs and aspirations of our clients.
Phillip Monaghan and Martin Southcombe, along with the Greybox Wealth team, are committed to helping clients navigate the complexities of financial planning and wealth management. With a focus on delivering personalized, tailored solutions, we aim to empower individuals to make informed decisions about their financial future. Whether it’s preparing for retirement, optimizing superannuation contributions, or implementing protection strategies, Greybox Wealth is dedicated to providing expert guidance and support every step of the way.