"BASTION WEALTH..BUILDING CERTAINTY FOR AN UNCERTAIN WORLD"
Feel free to call us: (03) 9480 2932

Investment Strategies

Building your wealth is about putting long-term strategies in place.

Investment Strategies At Bastion Wealth we will assist you in taking control by coaching you on budgeting, cash flow, saving, wealth creation strategies, tax minimisation, protecting your wealth, superannuation planning and investment planning.
key areas that our Financial Planners may discuss Gearing, Diversification of assets, Investing in Growth assets vs Income assets, Deductible debt vs non deductible debt, Debt recycling, Dollar cost averaging, Franking credits

Juggling your life and successfully managing your finances can be challenging. Most of us would rather spend time with our families than worry about how best to manage our money. There are so many many major life events during your 30’s and 40’s – getting married, buying your first home, having children, funding for their education and changing careers – all of which have a great impact on your financial situation.Building your wealth is about putting long-term strategies in place. At Bastion Wealth we will assist you in taking control by coaching you on budgeting, cash flow, saving, wealth creation strategies, tax minimisation, protecting your wealth, superannuation planning and investment planning.

Investment strategies

With over 60 years of experience our advisers at Bastion Wealth will implement the most appropriate investment strategies for your individual situation to help you to achieve your goals and the financial freedom that you deserve.

Some of the key areas that our Financial Planners may discuss with you include:Gearing
Diversification of assets
Investing in Growth assets vs Income assets
Deductible debt vs non deductible debt
Debt recycling
Dollar cost averaging
Franking creditsContact Us (03) 9480 2932

  • Insurance and Wealth Protection Services
    The biggest asset you’ll ever have is your ability to earn an income. We will assist you in devising strategies to protect what matters.
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  • Investment and Wealth Creation Strategies
    Creating wealth through good advice, strategic planning, sound decision making, and some long term commitment is our philosophy at Bastion Wealth.
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  • Financial Planning Services
    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.
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  • Superannuation Services
    We believe that one of the key areas to saving for retirement is to plan now, so you can live well later. Superannuation.
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  • Retirement Planning Strategies
    At Bastion Wealth, retirement is about simplifying complex issues such as Centrelink, superannuation and income streams, to live the retirement you deserve.
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