We provide financial services for both individuals and businesses. We ensure that for all structures we aim to optimise your net result through tax effective strategies and asset protection.
Welcome to Bastion Wealth.
"Our philosophy at Bastion Wealth Management is simple…we believe that life is a journey and that all successful journeys require planning”.
We provide tailored financial advice aimed to guide Australians towards their financial goals and objectives. These objectives range from a broad range and often include wealth creation plans, providing for retirement, protecting the family, estate planning, minimizing tax, maximizing Centrelink entitlements and many more.
Our financial advisors can help you with financial planning strategies and personal financial planning advice.
For over a decade, the group of companies has collectively helped thousands of Australians work towards their chosen life goals by getting their financial circumstances in order.
Our comprehensive financial planning services ensures our clients have the peace-of-mind of controlling their current financial position and confidence in what their future will encompass. We help to guide our clients to achieve financial freedom.
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Authorised representative of Charter Financial Planning Limited ABN 35 002 976 294 Australian Financial Services Licensee Licence Number: 234665 Principal Address: 750 Collins Street, Docklands Vic 3008 PO BOX 2830 Melbourne Victoria 3001
General advice disclaimer:
This website contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making an investment decision.
Financial Planning Services
You’ll met with our team to develop a financial plan. We provide in-depth knowledge and guide you though the financial planning process.
If you would like to arrange a meeting with Bastion Wealth please contact us directly, we provide services to the following areas within Melbourne, Carlton, Collingwood, Fitzroy, St Kilda, Thornbury, Greensborough, Heidelberg, Ivanhoe, Macleod, Alphington, Bundoora, Fairfield, Kingsbury, Northcote, Westgarth, Regent, Doncaster, Epping, Ascot Vale, Pascoe Vale, Brunswick, Maidstone, Moonee Ponds, Essendon, Avondale Heights, Maribyrnong, Doncaster, Templestowe, Bulleen, Balwyn, Ringwood, Mitcham, Reservoir and Preston.