Point B Planning - Yarraville (VIC)

5 /5 Gidall Mud (Mud): I am so glad I got in touch with Bill to be my financial planner! Starting and running my own business alongside working full-time meant I never had the time or capacity to think about what to do with my savings or manage my income efficiently. I knew I could be doing more than have it sitting in a savings account but never knew how to start "making my money make money" Bill has been instrumental to helping me get everything in order, and his ongoing support means that as life changes so does our plan to suit. Not only did he discuss achievable options but he gets to know you and takes into account elements of lifestyle and personality to ensure youre not sitting in the dark eating tinned tuna for dinner every night in order to hit your financial goals! The bonus is that hes a friendly, nice and genuine person. He is incredibly patient and willing to take the time to explain things to those less savvy about investing like myself - I cant recommend him enough.

5 /5 Noel Didulo: I am really struggling with my finances when my wife passed away and my daughter introduced Bill to me , and it’s just a blessing to meet him, he showed me how to use my money well and my super as well.Now I almost paid my home loans and extra money as well , my financial problem is been solve , no more headaches, Thank you so much Bill , I can easily recommend you to anyone . Keep up the good work , till next time .

5 /5 Trang Nguyen: With something as important as finances, I need someone who is honest and I can trust. I trust Bill and would recommend him to anyone looking for finance advisory. I have been using Bill’s services for a few years now and have been extremely happy. For me, Bill’s most outstanding quality is he is communicative - he has a way of breaking things down and shows thought and thorough research when recommending a course of action. I get regular updates on my portfolios and he is proactive in educating me when the market takes a particular turn. He understands my life and financial goals and works towards turning it into reality.

5 /5 Frank Chadien: I met Bill for the first time last year in the context of the revamping of our finances by myself and my wife. Bill was very welcoming and courteous from the very start. My wife and I were both fully satisfied with the way he answered all our questions and cleared all our doubts. The quality of the financial advice he proffered to us was crystal clear and very lucid. We were pleased to receive financial advice which was tailored to our individual circumstances and took into account our own personal financial situation. Bill did establish a path for us to achieve our financial goals and lifestyle aspirations. I have no hesitation whatsoever in recommending Bill to anyone who requires sound financial advice from someone who puts the interests of the clients first. Indeed I look forward to a continuing relationship with Bill and Point B Planning.

5 /5 Anthony: Bill and his team have been amazing helping my parents plan their retirement income, superannuation plans, investment options and future lifestyle. Bill is very professional and puts in the time and effort to help you achieve your financial goals. He is very knowledgeable and makes himself available when you need help. I would highly recommend his services.