We are highly qualified and experienced financial planners who specialise in providing guidance to high net worth individuals, business owners and their families.

Through a trusted personal advisory relationship, we empower our clients to accumulate and grow wealth, through effective tax management and cost efficient strategies.

Let us help you

Are you concerned about your investments?

When markets are volatile, active advice can help you take advantage of emerging opportunities while avoiding the risks. Portfolio construction and investment management (with a key focus on asset allocation, cost and risk management) are a core advice specialty at Bastion Financial Group.

Have you saved enough for retirement?

With Australians living longer and staying more active in retirement, everyone needs to be saving more. We can help you plan ahead to achieve the retirement lifestyle you’ve always imagined.

Are you worried about your superannuation?

Recently, volatile markets have been chipping away at Australians’ super savings, throwing retirement plans into disarray. Let us show you how careful retirement planning can help you protect and grow your super.

Would you like to invest in a more tax-effective way?

Australia’s tax laws are increasingly complex. Without careful planning, it’s easy to end up paying more tax than needed. We can show you how to manage your tax liability more effectively.

Are your Estate Planning arrangements up to date?

Estate Planning is an area that often gets overlooked, yet is such a crucial area of Advice. It is much more than simply a Will. Our expertise will help you navigate what can be a complex area for those individuals with blended families and for those who have accumulated wealth across multiple structures.

Do you lack time to give your finances the attention they deserve?

If you’re asset rich but time-poor, a dedicated financial adviser can help you take control of your financial future and make your vision for the future a reality

Do you have a business succession plan?

If you run your own business, a succession plan is essential to unlock the value you’ve worked so hard to create. Asset protection for business owners is a key area that also requires specialist expertise.

Do you have a plan if your income stopped due to accident, illness or injury?

We can help you explore a range of risk management and wealth protection strategies.

We can help you with...

Our team of qualified Financial Advisers can provide advice on a range of services.

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Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
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Retirement Planning

Retirement may seem a long way off but putting money into super now is still a tax effective way to invest your money.
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Debt Management

Effective debt management is investing in the right type of assets, the interest you pay and prioritising your debts.
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Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
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Estate Planning

Estate Planning ensures your assets are distributed to the right people at the right time.
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SMSF

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund.

Why Choose Us?

  • Exceptional Personal Service

    Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

  • Ongoing Support

    Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

  • Knowledge and Experience

    Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

  • Keep You On Track

    We will keep you accountable along the way because we want you to stay on track to achieve your goals.

  • A Holistic Approach

    We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

  • Ease and Convenience

    Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

Meet Our Team

What Our Clients Say

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Sally Samuels

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Tim Samuels

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Peter Parker

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