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5.00
1 Review

Bill Truong

Point B Planning Pty Ltd

Bronze
7 Yrs Experience
Yarraville, VIC 3013

Sole practitioner operating from the heart of Yarraville – Melbourne Inner West. Love working with everyday Aussies, helping them to achieve their unique goals and lifestyle.

Assisting clients to make better choices and fulfilling their financial potential is our philosophy.

On a personal note, I am a mad Western Bulldogs supporter, cycling enthusiast and aspiring fisherman.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Point B Planning Pty Ltd

Level 2, 131 Hyde St
Yarraville, VIC 3013

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Interprac Securities

AFSL 246638