Welcome

With over 20 years experience in the community this family owned and operated financial planning practice offers local convenience with a focus on fostering long lasting client relationships.
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We are a family owned and operated Financial Planning practice based in Werribee. Having forged a strong presence in the western suburbs of Melbourne for over 20 years, we pride ourselves on our personal service and our expertise in identifying and achieving investment and retirement goals for our clients in a friendly and easy to understand manner.

 

Areas of Advice Provided

Financial planning can be of great benefit to everyone at any stage of their life. Regardless of age, we are all faced with some sort of financial problem and seeking financial advice can assist with making the right decision for your future. Our advice is intergenerational and can provide strategies and solutions that assist you in moving through the different phases of your lives.

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Wealth Accumulators

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  • Investment Advice
  • Wealth Protection
  • Wealth Creation
  • Savings Plans
  • Debt Reduction
  • Margin Lending
  • Superannuation Strategy Advice
  • Superannuation Strategy Advice
  • Transition to retirement
  • Wealth Consolidation
  • Wealth Protection
  • Retirement Advice
  • Retirement Income Streams
  • Centrelink Advice
  • Aged Care Planning
  • Estate Planning
  • Wealth Transitions

 

Bee Financial Pty Ltd, AFSL No 533762 ABN 45 005 430 553