Skip to content

Financial Planning Services in Bendigo, VIC

Use StartLocal® to find the most popular Financial Planning Services in Bendigo, VIC.

Business listings

image description
No Votes Yet
Be the First
The Investors Club: Bendigo Logo

The Investors Club: Bendigo

5 Black St, Bendigo, VIC, 3550

The Club was founded in 1994 to be a totally free service to show people the tips and traps in property and how to retire early using the correct steps. The formula has not changed. The service is still totally free and average people are now becoming millionaires (using this formula). Kevin and Kathy are handling this vastly increased volume of people wanting to know these tips and traps by putting them in contact with past investors who act as free consultants. These free consultants hold the hands of new investors before, during and after the process of buying property. New friendships are formed through this process - often lasting forever! This small gathering was the seed of The Investors Club and highlighted the benefit of networking with like-minded individuals and the sharing of property investment strategies. It also reinforced Kevin and Kathy's belief that other people could benefit from practical advice and support from experienced property investors. This is what underpins The Investors Club and continues to drive its operations today. Largely through word of mouth The Investors Club grew quickly; to such an extent that it recently needed to move to new, larger premises. Head Office comprises dedicated management and administrative personnel who ensure the operations of The Investors Club are conducted efficiently and effectively. From these humble beginnings The Investors Club has grown rapidly and today over 90,000 families are members. The Club holds meetings every week in many parts of Australia and New Zealand. The Investors Club is committed to meeting the investment goals of Club members and providing support for as long as you require. This continuing service is unique to The Investors Club and differentiates us from real estate agents. We are uniquely positioned in the market as property investment specialists - we provide a one-stop shop for your entire property investment process. You will not be surrounded by sales people but will be allocated an experienced property investor, a Support Member, who will work alongside you providing a single point of property investment information; The Investors Club provides free and low-cost opportunities for Club members to keep abreast of the changing nature of property investment. These include newsletters, property investment workshops, seminars, and e-newsletters; Our researchers operate in many areas across Australia, New Zealand and the United Kingdom, and use their extensive knowledge to source high quality properties; We use past sales evidence and independent rent appraisals and valuations to help researchers negotiate a fair market price, or better, for members; Real estate agents are required by law to represent the vendor's interests and will push up the price for the buyer. The Investors Club is focused on the needs and interests of members and works on pushing the price down; The Club aims for each property purchase to involve minimal cash outlay; We provide you with opportunity, information and resources enabling you to use your time effectively while you undertake your investment strategy and; We will show you how never selling your investment properties is the key to your successful wealth creation plan. By following the Kevin Young Retirement Plan you will learn how to harvest the ever-growing equity in your portfolio and minimise your tax.

more
image description
No Votes Yet
Be the First
Fletcher & Butler Logo

Fletcher & Butler

Wills St, Bendigo, VIC, 3550

Fletcher & Butler Financial Planning is a husband and wife team consisting of John Fletcher and Melissa Butler. Both are qualified Certified Financial Planners with a combined 28 years of experience in all aspects of financial planning. We are located at Wills Street Bendigo and service Bendigo and its surrounding areas. We help people at all stages of life; from getting your first job and starting to set yourself up in life, right through to assistance with going in to aged care. We are happy to have forged a close relationship with The Farm Protectors Pty Ltd. to assist us in offering specialised help with succession planning for farms and small business. John & Melissa are Sub Authorised Representatives of the Farm Protectors, who is a Corporate Authorised Representative of Titanium Planners Pty Ltd If you want mature, considerate and knowledgeable financial advice, we would love to assist you. As Certified Financial Planners we must abide by the Financial Planning Association’s Code of Ethics and do continual studies to ensure that our knowledge is kept up to date.

more
image description
No Votes Yet
Be the First
Yellow Brick Road: Bendigo Logo

Yellow Brick Road: Bendigo

3 Kennedy St, Bendigo, VIC, 3550

Yellow Brick Road Bendigo is a wealth management company with the goal to give all Australians access to quality financial advice whilst building long lasting client relationships.

more
image description
No Votes Yet
Be the First
Bridges Financial Services Pty Ltd: Canberra Logo

Bridges Financial Services Pty Ltd: Canberra

134 Queen St, Bendigo, VIC, 3550

Bridges holds an Australian Financial Services Licence issued by the Australian Securities and Investments Commission (ASIC).

more
image description
No Votes Yet
Be the First

Steven Costall CFP

134 Queen St, Bendigo, VIC, 3550

Global Financial - Providing expert Financial Planning advice in Bendigo & surrounds. Affordable & practical solutions to all your financial planning needs.

more

Refine By Postcode

Want to instantly refine your search?

Find local now from

More Results

Expand my results to match businesses within

Latest Reviews

image description

07 Nov 2012

Paul is always so easy to deal with. He helped us organise our super, and to make sure we had adequa...
Read More

Glennen Financial Planning

50 Heygarth St, Echuca, VIC
Business Enquiry Select up to 8 businesses to send your enquiry to: Send your enquiry to 0 business

    Short on time? Get three quotes from qualified tradies now.

    Get three qualification-checked home services or renovation providers to compete to do your job. This is the smart way to save time and get jobs done around the house. It takes 3 minutes and 97.2% of people get a better price, a better provider and get their job done faster. Save your time for something more fun and let us do the hard work in finding you the right provider.

    Level :
    Points next level Rank
    Back to top