Financial planning to help you succeed

Point B Planning is one of Melbourne’s most trusted financial planning firms. Streamline your savings, investments, budgeting and debt management. 

Google Rating
5.0
Based on 49 reviews
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Welcome

Point B Planning

We understand that life can be overwhelming with the numerous demands of work, family and financial commitments.

Managing finances can be a complex and confusing task that takes up a lot of time. Our goal is to simplify financial management by doing the heavy lifting for you, leaving you more time to focus on the important things in life.

We strive to understand your unique needs to provide a simplified financial planning solution that can help you reduce financial anxiety and gain clarity for your future.

Financial Planning

Building wealth and ensuring security

Financial planning is essential for achieving financial stability and security for you, your family and your future.

Investment

Financial planning can help you increase your wealth and start investing.

Wealth Building

Help devise a clear plan to help you build your savings quicker.

Debt Consolidation

Ensure your home loans and other financial debts are cleared sooner.

home

Asset Protection

Financial planning can secure your lifestyle, assets and family’s well-being.

Superannuation

Ensure your superannuation and superfunds is working hard for you.

Retirement Plan

Plan for a comfortable retirement and knowing when you can retire.

Financial Planner

Bill Truong

At Point B Planning, we strongly believe that financial well-being should be achievable and accessible to everyone. Our team is dedicated to making financial strategies easy to understand, providing transparent guidance and offering personalised plans that help our clients navigate from their current situation (Point A) to the secure and prosperous future they envision (Point B). No matter how big or small your dreams are, we are here to help.

Bill Truong

Senior Financial Planner

Our Approach

Keeping important things simple

We simplify the numbers and do the heavy lifting, giving you peace of mind whilst providing you more time to focus on the more important things in life, living it.

Proven expertise in strategic financial guidance

Our team provides customised financial advice to promote sustainable growth for your personal and business needs.

Innovative technology for steamlined operations

Using state-of-the-art technology to guarantee safe and smooth processing and accurate management of data.

Dependable accuracy in reporting and analysis

Count on us for precise reporting and analysis, providing a solid and reliable foundation for your home and business.

Google Rating
5.0
Based on 49 reviews
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