VGB Wealth Pty Ltd and Vickery Galvin Brittain Financial Services Pty Ltd - Ferntree Gully Road
202-220 Ferntree Gully Road, Clayton VIC 3168
Location & Phone number
202-220 Ferntree Gully Road, Clayton VIC 3168, Australia
About the Business
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Welcome to VGB Wealth Pty Ltd and Vickery Galvin Brittain Financial Services Pty Ltd - Ferntree Gully Road. Located in Clayton, Australia, our institution is a point of interest for those seeking financial services and establishment assistance.
At VGB Wealth, we understand that success doesn't happen by accident. It requires careful planning, commitment, and courage to always focus on where you are heading. That's why our dedicated team is here to guide and advise you throughout your wealth journey, helping you live the rich life you deserve.
One of the key aspects of financial planning is superannuation, which is a way to save for your retirement. By building up your super while you are working, you can ensure a comfortable retirement. Even though retirement may seem far off, putting money into super now is still a tax-effective way to invest for the future.
Insurance is another crucial component of any financial plan. Our team can help you evaluate the risks and determine the right insurance solutions for you and your family.
If you're looking for more control over your super fund, we can assist with setting up a Self-Managed Superannuation Fund (SMSF). With an SMSF, you have responsibility over the management, investment, and administration of your super fund.
Effective debt management is also an essential part of financial planning. It's not just about the interest you pay but also the type of assets you're investing in and prioritizing your debts. Our team can provide guidance on managing your debts effectively.
Estate planning ensures that your assets are distributed to the right people at the right time, allowing you to leave a lasting legacy. We can help you navigate the complexities of estate planning and ensure your wishes are fulfilled.
We understand that making the decision to place a loved one into care can be challenging. Our team can provide clarity and guidance on how it all works, supporting you through this process.
Our Proven Process starts with getting to know you - your passions, goals, needs, and wants. From there, we develop a customized financial plan that adapts and changes as your life progresses.
VGB Wealth Pty Ltd, trading as Acorn Wealth, is an authorized representative of Consultum Financial Advisers Pty Ltd. We are located at Level 6, 161 Collins Street, Melbourne VIC 3000.
Please note that the information on this website is general in nature and does not take into account the objectives, financial situation, or needs of any particular person. It is important to consider your own financial situation and needs before making any decisions based on this information.
We offer a one-stop shop for understanding your financial situation with our Wealth Report. This industry-leading tool allows you to project your future and provides an immediate response with your personal report.
Let us do the math for you. With Wealth Report's integrated approach, you only need to fill out your information once, and we will apply all appropriate calculators to fit your life.
To help you take control of your finances, we have a free ebook that shares 5 important steps to help you be the boss of your money.
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Hours open
Monday:
9:00 AM - 4:30 PM
Tuesday:
9:00 AM - 4:30 PM
Wednesday:
9:00 AM - 4:30 PM
Thursday:
9:00 AM - 4:30 PM
Friday:
9:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"First class advisors."
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