About Us

03 9044 1950

Our philosophy

Here at Point B Planning, our mission is in the name Taking you from Point A to Point B as quickly and efficient as possible.

We believe in keeping the important things simple. Giving you peace of mind and financial fulfillment.

Our focus is to maximise your potential by creating the best financial version of yourself.

With greater financial security follows greater life choices. Choices to live the life you want.

Whether it is reduced working hours, clearing debt early, putting your kids through private school or extended trips overseas, everyone’s goals and ambitions are unique.

By working with us, we will help you achieve what is important to you and create the life you dream of.

Person sitting at the edge of the dock in front of wide view of mountains and a lake.

Our Team

Bill Truong

Senior Financial Planner

Authorised Representative No. 1261646

Bill has been engaged in the financial services industry for over 10 years. Working in large institutions such as GE Money and NAB Wealth. Bill has a Masters In Financial Planning and is a member of the Tax Practitioners Board (TPB). Bill’s purpose is to assist people in everyday life to achieve goals and better their financial position. More importantly, Bill believes that maintaining strong and deep relationships is the secret to true financial planning. Understanding client issues and what keeps them up at night is the starting point for mapping out the future. On a personal note, Bill is a mad Western Bulldogs supporter, cycling enthusiast and aspiring fisherman.

Our Office - Yarraville Headquarters

Located in the heart of Yarraville and Melbourne inner West, our office is situated approximately 9 kms from Melbourne CBD. We service the local areas of Seddon, Williamstown, Kingsville, Spotswood, Maribynong, Footscray, West Footscray to name a few.