Red Lion Advisory - Accountants & Wealth Managers

Welcome to Red Lion Advisory - Accountants & Wealth Managers, located at 47 High Street, Bendigo, Australia. Our institution is dedicated to helping you grow your business and create wealth, utilizing our extensive experience and expertise.

At Red Lion Wealth Advisory, we understand the importance of developing a comprehensive wealth management strategy to protect and plan for the future of your assets. Our team of experienced staff provides personalized service, ensuring that your financial needs are met.

With offices in Bendigo and Cohuna, Red Lion Advisory is a medium-tiered practice offering a full suite of financial and wealth management services. Our firm has recently joined forces with Bendigo's Veracity Accounting, resulting in an exciting merger that promises to deliver a new level of taxation and accounting knowledge, expertise, and service.

We take pride in our active involvement with various sporting clubs, fundraising initiatives, and not-for-profit organizations. Being regionally based, we understand the importance of supporting and contributing to our local community, making it a better place to live.

Don't just take our word for it - hear what our clients have to say. One client expressed their gratitude for our assistance in navigating insurance claims during a difficult time. Another client praised our team's transparency, honesty, and professionalism in managing their funds. And yet another client commended our caring and friendly service and the positive results they have experienced over the years.

You can find us at our main office on 47 High Street in Bendigo, as well as our Cohuna location on 1C Cullen Street. For your convenience, we also offer online access to your investments and regular face-to-face meetings to ensure that you are always informed and involved.

Red Lion Advisory is committed to providing peace of mind in your retirement. Over the last 12 years, our team has offered quality, sound advice and direction, along with a comprehensive SMSF administration service.

We are authorized representatives of Red Lion Wealth Services, and our ABN is 19 646 760 152. Our AFSL number is 529637.

Choose Red Lion Advisory - Accountants & Wealth Managers for personalized service, expertise, and a commitment to your financial success. Contact us today to start your journey towards creating and protecting your wealth.