Point B Planning is a collective of Melbourne’s leading financial planners, dedicated to optimising financial strategies for homes and businesses. With a focus on simplifying financial management, their team of experts aims to reduce financial anxiety and provide clarity for the future. Specialising in services such as savings, investments, superannuation, budgets, loans, and debt management, Point B Planning strives to support clients in achieving their financial goals, big or small.
Founded by Bill, a seasoned professional with over a decade of experience in the financial services industry, Point B Planning prides itself on fostering strong relationships with clients to better understand their needs and aspirations. By offering customised financial advice and utilising state-of-the-art technology for secure data management, the team at Point B Planning ensures precise reporting and analysis to establish a solid foundation for both personal and business financial well-being.
Committed to guiding individuals and businesses towards financial stability and success, Point B Planning envisions a world where clients can realise their financial dreams and live life on their own terms. Through transparent guidance, personalised plans, and a dedication to simplifying the complexities of financial planning, the team at Point B Planning strives to maximise financial security and empower clients to pursue their goals and aspirations with confidence.