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Guides

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Financial Service Guide Part 1

A guide that contains information about Point B Planning providing you with financial advice.

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Financial Service Guide Part 2

Additional guide that contains information about Point B Planning providing you with financial advice.

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Pyramid Of Financial Success

Quick guide to an overall health check

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Rebuilding Super After COVID

Have you withdrawn from super as part of the COVID early access scheme? here are some tips to get your super back on track

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Estate Planning

Get the ball rolling with some simple estate planning ideas.

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JOB Keeper Guide

Quick guide to the changing Job Keeper requirements

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Super And Saving Tax

Quick ideas on how to save tax whilst building your super

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Downsizing Contributions

Explains how people aged 65 or over can make additional super contributions of up to $300,000 per person from the proceeds of the sale of their home from 1 July 2018

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First Home Super Saver Scheme

Explains how eligible first home buyers can save for their deposit in the concessionally taxed superannuation system, using the First Home Super Saver Scheme (FHSSS or scheme)

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Cash Emergency Fund

Quick tips to build a cash emergency fund for an unexpected rainy day

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Enduring Power Of Attorney

A quick tip to Powers Of Attorney

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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

1/260 Whitehall Street Yarraville VIC 3013

Ph: 03 9044 1950

Bundoora Office

Level 1, Suite 103, 12 Ormond Boulevard Bundoora VIC 3083

Ph: 03 9044 1950

Copyright 2018 PointB Planning Pty Ltd. All Rights Reserved.