About Us

Account(able) Financial Planners Pty Ltd is a financial planning firm in Bacchus Marsh, Victoria that has been operating since 2011. Our mission is simple: To ensure that you understand how to achieve your goals and guide you along your financial journey.

Our solutions are centered around helping clients navigate through complex financial decisions, build and protect their wealth, as well as help them achieve financial freedom. As your dedicated financial planner, we take responsibility and hold ourselves accountable in ensuring that you stay on track towards reaching your financial goals.

Our secret behind our success is our passionate team’s commitment in establishing solid and lasting client relationships built on mutual trust and transparency. We implement a personalised approach and take the time to get to know you and listen to your specific needs and goals.

Partnering with Account(able) Financial Planners Pty Ltd is more than just about building and protecting wealth– it is about understanding your needs and goals, and empowering you to take the necessary steps that will help you achieve them.

If you want to learn more about how Account(able) Financial Planners Pty Ltd can help you, get in touch with us today!

About You

In order for us to provide maximum value, we need to be a great fit. Over the years, we have worked with various types of clients. However, we achieve the greatest success in working with those who are:

  • Busy professionals with little time to manage their own wealth, and need a professional to provide some guidance and do the legwork
  • Motivated high-income earners with complex finances who need some clarity and expert financial advice
  • Career-focused and/or family-oriented individuals who need personalised advice from a trusted advisor to help them reach their goals

If any of these sounds like you, you’re our ideal client. Partner with Account(able) Financial Planners Pty Ltd today and let’s help you grow your wealth!

Contact Us

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