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Wealth creation and investment advice

By taking the following steps, you can start a financial plan for growing your money:

  • Understanding your investment preferences and education on what is available
  • Building a tailored investment portfolio ideal for your needs
  • Investing in the stock market, exchange traded funds and managed funds
  • Starting a small investment with ongoing monthly contributions
  • Commencing investment education funds for your children’s long-term school expenses

Ask for support: if you are ready to take control and get your life back on track, seek support from your Financial Adviser.

How we can help

We care about all of our clients and want them to succeed in the long run.

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Our team is dedicated and driven to make your life as easy as we possibly can.

About Us
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Taking on all sorts of task to tackle your financial needs.

Our Services
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You have the questions, we have the answers.

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Important Information

PointB Planning Pty Ltd ABN 46 386 865 719

PointB Planning Pty Ltd is a Corporate Authorised Representative No. 1261646 of InterPrac Financial

Planning Pty Ltd AFSL License No. 246638

Contact us

Yarraville Office

12 Taylor St Yarraville VIC 3013

Ph: 03 9044 1950