Point B Planning

Working with Bill has been a pleasure - We had met around the beginning of 2020 intending to purchase a property within the next 2 - 3 years. Working through 2020 we had defined goals and actions to prepare me for a property purchase. Through Bill's research and advice, we had planned to leverage several government initiatives to further assist in making this property purchase a reality.Through our ongoing catch-ups, Bill has always taken the time to answer my questions. He always explained the financial lingo in simpler terms to ensure I understood. The transparency that Bill provides is beyond my expectations - This gave me a level of trust and confidence in Bill's abilities to manage my finances.With Bill's advice, I was fortunate enough to fast-track my goal of purchasing my property by March 2021. My expectation was not until 2022 earliest! Throughout the purchasing process, Bill was always available any time of the day via phone or messages. His advice had allowed me to navigate through the terrifying and uncertain property purchase process from searching/inspecting properties and right until the final signature on the contract. At times Bill went above and even reached out to other professionals within his network on my behalf for support, advice, and guidance on the situation. The next step of our financial strategy is now to pay down our home loan as soon as possible to position us for the next one!Bill's diligence and advice are a true testament to where I am financially today, I have recommended him to several friends and family which have all come back positive.

Bill is very passionate, prompt and professional. He has a wealth of knowledge and genuinely wants to help you understand your financial situation.We spoke about short, medium and long term goals for my superannuation and investment opportunities and gave the best advice according to my circumstances. He helped me understand what was important to me and helped clear any overwhelm and confusion.I would highly recommend Bill. You will be treated with care and professionalism.

Our son introduced us to Bill. We are a couple contemplating retirement in the next few years. Bill guided us through our retirement planning with a lot of patience, listening to our needs and providing the blueprint to achieve our financial goals in retirement and above all peace of mind. Bill's professionalism, service and attentiveness to our needs transpired during our Zoom and face-to-face meetings. We started our journey with a great financial adviser but now Bill is an important member of BIG M Retirement team. Highly recommended.

We started engaging with Bill after not being happy with the service of our previous financial planner. Bill was responsive, knowledgable and was patient to explain everything to us right from the start. He worked with us to set goals for the future and showed us in detail how we can achieve these goals. Before signing up, we were a bit nervous due to our bad experience with our previous planner, but Bill had made sure we understood everything before we committed.In just 6 months, we cannot be more happy with the what Bill had achieved for us. Our investment portfolio had performed way beyond what we were used to seeing, and for the first time I’m not nervous about the future, knowing that my daughter’s education and our retirement is being taken care of according to the plan Bill had put into place for us. I wish I had met Bill from the get go and had not wasted 3 years with our previous planner!

Need some straight-forward financial advice - Bill is your guy.Bill is very responsive and provides clear direction and commentary on your financial status.Bill helped give me peace of mind I was on the right track with my finances and also helped open some financial pathways to assist me in generating my wealth long term.

A friend recommended Bill's services to help me organise my budget, track my expenses and plan for the future. Over the past year Bill has been diligent, responsive and reliable in helping me achieve my financial goals. His professionalism, knowledge of the industry and flexibility resonated through each engagement. I look forward to continue working with Bill.

I met Bill for the first time last year in the context of the revamping of our finances by myself and my wife. Bill was very welcoming and courteous from the very start.My wife and I were both fully satisfied with the way he answered all our questions and cleared all our doubts. The quality of the financial advice he proffered to us was crystal clear and very lucid. We were pleased to receive financial advice which was tailored to our individual circumstances and took into account our own personal financial situation. Bill did establish a path for us to achieve our financial goals and lifestyle aspirations.I have no hesitation whatsoever in recommending Bill to anyone who requires sound financial advice from someone who puts the interests of the clients first. Indeed I look forward to a continuing relationship with Bill and Point B Planning.

Happy with the service. Bill helped me sort out my finances. Great work

With something as important as finances, I need someone who is honest and I can trust. I trust Bill and would recommend him to anyone looking for finance advisory. I have been using Bill’s services for a few years now and have been extremely happy. For me, Bill’s most outstanding quality is he is communicative - he has a way of breaking things down and shows thought and thorough research when recommending a course of action. I get regular updates on my portfolios and he is proactive in educating me when the market takes a particular turn. He understands my life and financial goals and works towards turning it into reality.

Bill and his team have been amazing helping my parents plan their retirement income, superannuation plans, investment options and future lifestyle.Bill is very professional and puts in the time and effort to help you achieve your financial goals. He is very knowledgeable and makes himself available when you need help. I would highly recommend his services.