ABOUT US
Your Journey to Financial Wellness
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, tailored approach to the clients we work with.
MISSION
Mission Statement
At Greybox Wealth, we’re here to support you in figuring out what really matters, so you can make it happen with confidence.
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
Phillip’s extensive experience in the financial services industry covers 20 + years across various advising and management roles.
Phillip has spent the majority of his advising career working with clients transitioning into retirement and utilising superannuation and Centrelink to maximise his clients retirement outcomes.
Outside of work, Phil can be found at home looking after his horses and spending time with his wife and two daughters.
Marty Southcombe
Director - BBus Adv Dip FS(SSA)
Marty has worked in the financial services industry for the past 10 years, starting with the Commonwealth Bank and moving into various other roles within the superannuation industry and the private sector.
Marty has had broad exposure to the financial advice industry. From providing advice on protection needs, to helping clients transition to retirement, and managing wealth portfolios on an ongoing basis.
Marty enjoys spending time with his young family or down at his local – The Golden Square Hotel.
