ACG Financial Planning Pty Ltd is a Victorian business, servicing clients right across the state, with the bulk of clients in and around Melbourne, Bendigo and Swan Hill. We believe in providing a personal service which is important when engaging with our clients and understanding what is important to them. We call in to see clients at home if they are unable to attend the office, and similarly we visit regional centres periodically.
Our values are: - Providing you cost-effective advice. - Providing you a personal service. Advice delivery is becoming less personal. We value being able to sit in front of our clients. - Understanding what is important to you and providing objective advice to help you. - Establishing an ongoing partnership with you. Being able to meet periodically is important.
We have been in a position to help with a number of retirement plans, helping clients move into retirement villages and aged care homes, the establishment of insurance cover for protection of a family in the event of a health crisis plus more.
If you feel you have a problem which needs solving please feel free to make contact by clicking here.
General Advice Warning: The information contained within this web site is general advice only, prepared without taking into account any of your individual objectives, financial situation or personal circumstance. Before acting on the advice contained within, you should consider the appropriateness of the advice, having regard to your own individual objectives, financial position and personal circumstance.
Australian Financial Services License Details: All advice and services provided are done so as Corporate Authorised Representative (1277147) & Authorised Representative (409285) of Bluewater Financial Advisors Pty Ltd (Australian Financial Services License number 411846)