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 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 Wealth 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

CFP®
Director
Private Wealth Manager

 

Lachlan Archibald

 

Practice Support

Robyn McGraw

Administration  & Adviser Support- Cohuna

Viviane Pereira

Administration & Adviser Support – Bendigo