Wealth Advisory

John Archibald at Red Lion Wealth Advisory leads an experienced team of experts with specialist qualifications, delivering personal financial advice to a range of valued clients at their offices in Bendigo and Cohuna.

Wealth management planning is essential in achieving long term lifestyle objectives and keeping your financial health in a good state. As a part of our client relationship, we work together to identify and put in place a Wealth Plan to protect, accumulate, grow, and manage the wealth of our valued clients. We ensure that the plan remains flexible and responsive to changing client situations and needs.

Our service commitment is documented through individual ongoing service agreements, put in place with our fee for service clients and each agreement is reviewed annually.

Reviewing the wealth plan regularly helps us to continue to work towards long term goals of our clients, whilst also helping them to achieve shorter- and medium-term goals.

We are proud to have built a loyal client base through personal service and expertise.

“Over the last 12 years John and the team, now known as Red Lion Advisory, have provided us with peace of mind in our retirement with quality, sound, friendly advice and direction as well as a complete SMSF advice and administration service.” – Steve

John Archibald

John Archibald

CFP®
Director
Private Wealth Manager

 

Lucy Hateley

Lucy Hateley

AFP®, BBus AdvDip FS SSA™
SMSF Specialist Private Wealth Adviser

Marty Southcombe

Marty Southcombe

BBus AdvDip FP
Financial Adviser

Phillip Monaghan

Phillip Monaghan

Adv Dip FP
Senior Retirement Specialist

Stephen Brown

Stephen Brown

B.Ec Dip FP
Senior Paraplanner

Marie Manners

Marie Manners

Office Manager – Cohuna

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Red Lion Wealth Advisory

47 High Street, Bendigo VIC 3550
PO Box 401, Bendigo VIC 3552

ABN: 26 625 235 216

John Archibald, Lucy Hateley, Phillip Monaghan & Red Lion Wealth Advisory
are authorised representatives of Red Lion Wealth Services.
ABN: 19 646 760 152 AFSL: 529637.