“Life is a journey and all successful journeys require planning”Bastion Wealth provides quality financial planning advice and wealth/asset protection for individuals and their families.
All of our advisers are members of the Financial Planning Association of Australia (FPA) and collectively bring together over 60 years of experience in the Financial Services Industry.
Bastion Wealth Authorised Representatives with Charter Group – The Australian Financial Services Licensee – and can provide advice on, deal in, or recommend any securities and investment products on their recommended list. We are continually analysing the most up-to-date research available and refining our models from which we develop our strategies.
We seek feedback from our clients and always work closely with their other professional advisers such as accountants and solicitors to make sure we achieve the optimal outcome.
Whilst our areas of specialty may be technically complex, our process is designed to ensure our clients have a comprehensive grasp of the issues involved.
BASTION WEALTH is an 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 3001Contact Us (03) 9480 2932