Financial Planning Bendigo

50Plus Financial planning Bendigo:

Protect your future! Choose the financial planning experts

50Plus is an innovative financial planning business proudly serving the needs of clients in Bendigo, Melbourne, Regional Victoria and the Gold Coast. For ten successful years, our dynamic team of experienced professionals has been helping clients to achieve a whole range of financial and lifestyle goals. With a strong emphasis on Self Managed Super Funds (SMSF) and both pre-retirement and post-retirement strategies, we find real solutions tailored exactly to the needs of each individual client When it comes to financial planning in Victoria and the Gold Coast, 50Plus is one company that always has your best interests at heart.

Financial planning Melbourne: What we can offer you

When you decide to use 50Plus to facilitate your financial planning in Victoria or the Gold Coast, we offer you a vast wealth of ideas and guidance, helping you out across a wide range of areas, such as:

  • Retirement Incomes
  • Self Managed/DIY Super Funds
  • Portfolio Asset Allocation
  • Wealth Accumulation
  • Managed Super
  • Salary Packaging
  • Government Support, and
  • Estate Planning.

At 50Plus, our aim is to provide solutions that offer the greatest degree of flexibility and control for our clients. This gives you the ability to invest super or non super funds directly or through investments offered via managed funds. With our financial planning, Melbourne and Gold Coast retirees experience the benefits of greater freedom, and the empowerment of security and control over their futures.

Professional financial planning: Gold Coast and Victoria

50Plus is independently owned and is not associated with any financial institution. This means that, unlike other coordinators of financial planning in Melbourne, we are not restricted to recommending one particular institution's products or services to you. As a result, you can be sure that we are always giving you the most honest advice. When it comes to experts in financial planning, Gold Coast and Victoria retirees know that 50Plus is the company to rely on. As a result, we're proud to maintain a strong base of local and international clients who currently enjoy our personalised services. In order to provide the best possible service, we believe in communicating with our clients on a regular basis through daily email updates, quarterly client briefings, six monthly reviews and through our regular newsletters. This way, throughout their financial planning, Bendigo and Gold Coast clients really feel like a part of the process, and are always up to date with any changes that might be relevant. All of our financial planners are members of the Financial Planning Association (FPA), Superannuation Professionals Association of Australia (SPAA) and the Responsible Investment Association (RIAA).

When it comes to financial planning, Victoria has the solution

For professional financial planning in the Gold Coast and Victoria, call 50Plus now and enjoy the benefits of expert, reliable service.

 

David Gemmell Dip SM, Dip FP
Director
50Plus Wealth
SMSF Specialist Advisor™

Client Briefings

Interested in learning more about the strategies used by 50Plus? Our quarterly Client Briefings will show you how – using easy to understand language and explanations in a small group environment.

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