Wealth Advisory

Strategic Advice

If you are considering retirement the chances are you will need personal financial advice.

This is where we get to know you better, understand your current situation and consider you personal goals and objectives to help us formulate a strategic plan through a Statement Advice.
The Statement of Advice sets out the details of our recommendations to you and how much it will cost you.

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Red Lion Wealth Advisory

Accounting : 47 High Street, Bendigo VIC - Wealth Advisory: 147 Queen Street Bendigo
Accounting : PO Box 564 Bendigo Vic 3552 - Wealth: PO Box 401, Bendigo VIC 3552

ABN: 26 625 235 216

Wealth: John Archibald and Red Lion Wealth Advisory
are authorised representatives of Red Lion Wealth Services.
ABN: 19 646 760 152 AFSL: 529637. Office Location:147 Queen Street Bendigo Vic 3550