Point B Planning 12 Taylor Street, Yarraville, Victoria 3013

Welcome to Point B Planning - Keeping the important things simple. We are a financial planning institution located in Yarraville, Australia, at Taylor Street, 12. Our team is dedicated and driven to make your life as easy as possible by simplifying the complexities of managing your money.

Everyday life can be demanding, with work, family, and financial commitments. We understand that managing money can be overly complex, confusing, and time-consuming. That's why we do the heavy lifting for you, simplifying the numbers and giving you peace of mind. Our goal is to provide you with more time to focus on the more important things in life, such as living it!

By understanding your unique needs, we can offer a simplified financial planning solution that aims to reduce your financial anxiety and provide clarity for your future. Whether you want to increase your wealth and start investing, build your savings quicker, clear your home loan and other debts sooner, protect your family, lifestyle, and assets, ensure your superannuation is working hard for you, plan for a comfortable retirement, or simply feel like things can be done better, we are here to help.

Getting the right advice today could change your life, both now and in the future. Your financial plan starts with a simple conversation. Book your conversation with a financial planner at Point B Planning today and let's get started on achieving your financial goals.

But don't just take our word for it. Here are some testimonials from our satisfied clients:

- "Never spoke to a planner before, wanted to know if there was more that I could do with my money. Spoke to Bill, unsurfaced a lot of areas that I would have never have foreseen. Made things simple for me to understand and gave me clarity on the steps required for me to achieve my goals."

- "Had my first child and I was very conscious of future education costs. The planner spoke about the importance of starting early when saving up for my daughter's future university and home deposit. I was previously saving money in a children's savings account. The planner put in place a strategy that would give more money in the long term."

- "My wife and I were planning to retire; however, we didn't understand how much we needed to retire on. We've heard of the age pension but had no idea what it actually entailed. The planner ran some projections around how much money was required to have a comfortable retirement with holidays. But the best thing is he managed to increase my age pension benefits when I applied with Centerlink."

Point B Planning Pty Ltd is a Corporate Authorised Representative No. 1261646 of InterPrac Financial. Trust us to simplify your financial planning journey and help you achieve financial peace of mind.