Point B Planning

I met Bill for the first time last year in the context of the revamping of our finances by myself and my wife. Bill was very welcoming and courteous from the very start.
My wife and I were both fully satisfied with the way he answered all our questions and cleared all our doubts. The quality of the financial advice he proffered to us was crystal clear and very lucid. We were pleased to receive financial advice which was tailored to our individual circumstances and took into account our own personal financial situation. Bill did establish a path for us to achieve our financial goals and lifestyle aspirations.
I have no hesitation whatsoever in recommending Bill to anyone who requires sound financial advice from someone who puts the interests of the clients first. Indeed I look forward to a continuing relationship with Bill and Point B Planning.

Bill and his team have been amazing helping my parents plan their retirement income, superannuation plans, investment options and future lifestyle.
Bill is very professional and puts in the time and effort to help you achieve your financial goals. He is very knowledgeable and makes himself available when you need help. I would highly recommend his services.

Our son introduced us to Bill. We are a couple contemplating retirement in the next few years. Bill guided us through our retirement planning with a lot of patience, listening to our needs and providing the blueprint to achieve our financial goals in retirement and above all peace of mind. Bill's professionalism, service and attentiveness to our needs transpired during our Zoom and face-to-face meetings. We started our journey with a great financial adviser but now Bill is an important member of BIG M Retirement team. Highly recommended.

Need some straight-forward financial advice - Bill is your guy.
Bill is very responsive and provides clear direction and commentary on your financial status.
Bill helped give me peace of mind I was on the right track with my finances and also helped open some financial pathways to assist me in generating my wealth long term.

I've been working with Bill for the past half year and I've got nothing but positive things to say. I value the "no commissions" approach so I know I'm getting the best advice for me, uninfluenced by commission. Bill communicated well and clearly, followed up on everything promised. I've recommended him to others.

Bill is great, so friendly and easy to deal with. He explains complex things in a really clear and concise way. Couldn’t recommend him more

In the past four years with Bill, I have found him to be personable, while also professional. Explanations are clear and succinct and no question is too much. Thanks to hIs advice I have been able to define and streamline my goals and dreams, while also directing me to put in place short to long term action plans. Meindert Smid

Bill was a great help to me! He helped with my investments, gave me financial confidence and answered all my questions. He has been very patient and proactive in helping me achieve my financial goals. Highly recommend to others who are seeking quality advice and assistance!

Bill at Point B Planning has been fantastic! From the initial meeting through to analysing our finances to help us plan for our future, he has been responsive, friendly and professional. We now have a financial plan in place that should yield gains in the long term to set us and our children up financially. Being gaols based helps steer us in the direction that we want to go. I highly recommend Point B.

The planner went the extra mile in providing good services. Very helpful and explained things to me so i could really undersand.

Really helpful and a clear understanding of the goals we wanted to achieve. Bill has helped us with our superannuation, children education funds, life insurance and future goals.

Bill was friendly, clear, extremely helpful and responded quickly to all my questions.

A year on from his services and my super account higher than its ever been.

Bill has done a great job in helping me on my journey to create wealth and plan for the future. He took the time to understand my situation to ensure I had the right level of cover and protection through my risk insurances. Bill was there to guide me through every step. Highly recommended.