Financial Planning & Investment

To help you achieve your financial goals, we can provide financial planning and business advisory services through our partnership with Partners Retirement Planning & Investment Advisors (PRPIA)* – a division of Partners Wealth Group and one of Australia’s leading business and financial service providers.

Through this partnership, you can be confident that we have your financial affairs covered – at every angle, with expertise in:

  • comprehensive financial advice
  • structuring investment portfolios
  • superannuation and retirement planning
  • self-managed superannuation funds
  • aged care financial advice
  • wealth protection
  • inter-generational wealth transfers (estate planning).


Get in touch

Senior Financial Advisors from PRPIA regularly visit our Bendigo office. To arrange an appointment or for more information about the services offered, contact us on 03 5442 2966.


Partners Wealth Group


*PRPIA Pty Ltd, (ABN 61 144 888 433) is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee 234665. PRPIA is a Certified Quality Advice Practice, which is awarded based on industry qualifications, demonstrated best practice business operations and proven success in meeting the financial needs of clients.