Banking & Finance

William Buck 

Established in Melbourne in 1895, we are strongly embedded in the Victorian business community and are proud to work with a vast range of small to medium sized businesses, large corporations and high net worth individuals.

We provide our clients with an integrated service offering, where all of our divisions work together to achieve the best result for our clients across Audit & Assurance, Business Advisory, Corporate Advisory, Restructuring and Insolvency, Superannuation, Tax and Wealth Advisory.

This holistic and personalised approach remains our point of difference and is one of the reasons we become such trusted advisors to our clients.

Website: https://williambuck.com/

Contacts:  Adam Kirkwood-Scott & Tony Mitchem  

Ph: 03 8823 6990

 

Bank of Queensland (Frankston)

If you’re looking for a bank where personal service goes hand in hand with great banking experiences, look no further than the team at BOQ Frankston!

Headed up by Owner-Manager, John Hicks, BOQ Frankston has proudly been locally owned and operated for the last 18 years. Thanks to BOQ’s unique operating model, being an Owner-Managed branch means we’re truly invested in the local community, and our customers’ success is our success.

We can help you reach your goals with:

• Home Loans • Personal Loans • Everyday Banking • Savings Accounts • Credit Cards • Business Banking• Commercial Loans • Equipment Finance • Insurance

Website: https://www.boq.com.au/

Contact: John Hicks

Ph:  0401 666 494

 

Financial Coaching

We help make smart decisions about money to get people from where they are to where they want to be.

Financial Coaching is a financial planning practice that believes in the difference that our advice can make - whatever your stage of life.

Located in metro Melbourne, we were established in 1969 with a mission to help our clients achieve their financial objectives.

There are few elite athletes that excel without the guidance of a knowledgeable and trusted coach. Our financial coaching process provides you with advice on how to achieve superior results, more than you would otherwise achieve alone.

Our method acknowledges there are few people who have the skills, the time or the discipline to achieve financial independence without professional coaching and a well thought out "training plan" to achieve your financial goals. 

Website: https://www.financialcoaching.net.au/

Contact: Roger Paul

Ph:  9821 4100

 

Bellmonts Accounting & Advisors

Bellmonts Accountants & Advisors are a Melbourne firm of accredited financial professionals. With 75 years of combined experience, we balance passion with proficiency to deliver you a personalised financial solution. Whether you’re a small or large organisation, we combine our technical expertise with real-world experience to consistently impact your bottom line – supporting you through tax strategies, auditing, asset protection, business structuring, forecasting and estate planning.

Website: www.bellmonts.com.au

Contact: Nello Traficante

Ph:  8849 0090