Big Picture Wealth
706 Sturt Street, Ballarat Central Victoria 3350
About Big Picture Wealth
Welcome to Big Picture Wealth, your premier destination for financial planning and wealth management in Ballarat, Australia. Located at the heart of Ballarat Central on Sturt Street, our institution is dedicated to helping individuals achieve a successful financial future.
At Big Picture Wealth, we pride ourselves on having some of the best financial advisors in Ballarat. Our team is committed to providing exceptional services and guiding you towards your financial goals. We understand the importance of making the right financial decisions and planning for the future, which is why we offer a range of services to meet your needs.
Our services include expert advice on growing your retirement savings, investment strategies, effective money management, maximizing your Age Pension payments through an understanding of the Centrelink system, and personal insurances. With our comprehensive range of services, you can have peace of mind knowing that your financial advice is being handled in a professional and caring manner.
Building a secure financial future requires a long-term approach and careful planning. At Big Picture Wealth, we take the time to understand your personal goals, such as your desired retirement age, paying off your home loan sooner, determining your income needs in retirement, and protecting yourself and your family in the event of a serious injury or illness.
Our dedicated Financial Planners aim to ensure that you build your wealth over time, providing you with the financial strength to live the lifestyle you want. We take into account your individual goals, income, expenses, and lifestyle needs, tailoring our strategies to match your unique circumstances. We educate you about different investment options and help you determine the level of risk you are comfortable with, all with the goal of building wealth and securing your financial future.
At Big Picture Wealth, our ultimate aim is to give you the financial and emotional lifestyle you desire. We want to provide you with the peace of mind that comes from knowing you have the financial capacity to fulfill your dreams. Whether it's paying off your home loan, providing for your children's education, going on family holidays, or caring for loved ones during times of sickness or injury, we are here to support you every step of the way.
Our Financial Planners will work closely with you to develop a responsible and well-thought-out plan that aligns with your goals. By collaborating with us, you will have a clear roadmap on how to achieve your desired lifestyle, both now and in retirement.
At Big Picture Wealth, we are dedicated to helping you achieve the lifestyle you want, no matter where you are in your financial journey. Whether you are already in retirement or still planning for the future, our expert advice and guidance can help you take control of your financial decisions and secure a brighter future.
As fully qualified Financial Advisers, we are available to provide help and guidance through online 45-minute consultations. We are committed to creating practical financial plans that help you reach your goals and turn your financial dreams into a enjoyable reality.
Take charge of your financial future today and let Big Picture Wealth be your trusted partner on your journey towards financial success. Contact us now to schedule your consultation and start building the life you deserve.
Suite 13/706 Sturt St, Ballarat Central VIC 3350, Australia
Opening hours of Big Picture Wealth
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Big Picture Wealth
"Glenn Treacy has assisted me managing my financial affairs for a number of years now. I value his advice and recommendations, and look forward to continuing this relationship into the future."
"Glenn has been our Financial Planner for the past 5 years and has helped us with our retirement planning needs. We would highly recommend him to anybody."
"Jon and I have been clients of Glenn’s for a number of years, and it’s been awesome having him as our financial advisor, cannot speak more highly of him and his professional ethics. Would recommend him in a heartbeat."
"Glenn has looked after my financial planning needs for many years. He has helped me in a pleasant manner and made everything easy to understand. Glenn has improved my self funded retirement benefits, made sense about Centrelink benefits and income in retirement. Glenn has looked after me for the past 6 to 7 years."
"At 70 years of age, I have had a few financial advisers over my working life. 9 years ago I asked my bank to suggest someone, luckily for me it was Glenn Treacy. I find Glenn not only extremely professional, but also very responsive with communication. Glenn has definately improved my financial position going into retirement and beyond for which I am very grateful. He takes a personal interest in his clients and is very approachable. I have discussed my financial position with my family, and they are very pleased that I choose Glenn. Most importantly Glenn is value for money, and that's important to everyone I imagine."
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