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

 

 

Who are Consultum Financial Services?

At Consultum, we believe developing a financial plan with a professional adviser is one of the most powerful steps you can make in life. Consultum was founded in 2006 on the basis of that belief: to deliver tailored solutions that will achieve your financial goals. Everything we do is about that commitment - from understanding your financial needs - to the development of a close partnership and plan to successfully achieve them.

 

Our relationship with IOOF Holdings Ltd ensures the backing of one of Australia's largest wealth management businesses, with over 160 years of history.


DISCLAIMER

Bee Financial Services Pty Ltd, ACN 005 430 553, is an Authorised Representative of Consultum Financial Advisers Pty Ltd. AFSL No 230323 ABN 65 006 373 995.