Smart financial planning, made easy.
Based in Country Victoria, we’re all about financial planning that’s focused on you.
ABOUT US
Our Story
Greybox Wealth is a financial planning and wealth management business located in Bendigo, Regional Victoria.
We are a small boutique firm that partners with clients where we can deliver substantial value. By narrowing our focus, we’re able to provide a personalised approach to the clients we work with.
Let’s see If we can help you. Contact us now for an obligation free, no cost first appointment.
SERVICES
Services we offer
Staff
Meet our staff
Phil and Marty combine with over 30 years of experience within the financial services industry and are members of the FAAA (Financial Advice Association Asustralia).
Phillip Monaghan
Director - Adv Dip FP
Marty Southcombe
Director - BBus Adv Dip FS(SSA)
TESTIMONIALS
What our clients say
WHY US
Why you should choose us
Experience
Phil and Marty have over 30 years of experience within varies roles in the financial services industry.
Local
We're based in Central Victoria and travel throughout the countryside regularly. Prefer a phone or online appointment? We do that to!
Self-licensed
We're not aligned to any dealer groups or product providers, giving us freedom to provide customised advice that’s always in your best interest.
FAQ’s
Frequently asked questions
How much does it cost to have an appointment?
No cost! We always like to see if we can help you first. If we think we can, we’ll explain our advice process and provide you with the cost of receiving financial advice.
What’s the typical cost of receiving financial advice?
Our fees are based on complexity of advice and typically range between $2,200 and $4,000 (once off fee, inclusive of GST). After our first meeting, we’ll be able to give you the cost of us providing advice.
How do you typically invest your clients money?
Firstly, we need to do an evaluation of your willingness and ability to take
investment risks relative to your financial goals. This is important so we can determine a proper investment asset allocation for your portfolio.
We always like to diversify your investments through different asset classes to help reduce volatility and protect your wealth. We’ll discuss our investment philosophy in more detail during your appointment.
