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

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.

Financial Planning Services

Bastion Wealth 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.


Business Financial Services

Personal Financial Services


Insurance


With every good financial plan a thorough discussion and recommendation to protect assets and family is required. At Bastion Wealth we are well versed to provide protection advice on an individual and corporate level.


Business Insurance

Personal Insurance


Investment


Our focus is on sustained long-term wealth creation strategies to meet individual and business needs.


Investment Strategies

Changing Jobs



Contact Us (03) 9480 2932

Retirement


With over 60 years of experience, our team at Bastion Wealth have helped tens of thousands of Australians achieve their retirement goals. We ensure that we achieve the optimal outcome by assisting in maximising government entitlements and recommending the most appropriate retirement solutions. Furthermore we also help plan for future generations by discussing Estate Planning considerations.


Centrelink – including Age Pension

Estate Planning Considerations

Retirement Income Streams


Superannuation


Superannuation is arguably one of the most tax effective vehicles for retirement. At iPlan Wealth Management we cater for individuals and assist with optimal outcomes through the complex superannuation maze.We offer corporate superannuation packages that are both competitive and easy to manage. For those that wish to establish a Self Managed Superannuation Fund we can assist with advice and assistance throughout the entire process.


Personal Superannuation

Business Superannuation

Self Managed Superannuation or SMSF


 


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