Beattie Financial Services Pty Ltd
Overview
Beattie Financial Services Pty Ltd operates from Bendigo and Queenscliff, offering practical financial advice and support for individuals and businesses alike. The team is approachable and well-versed in areas like self-managed super funds (SMSF), retirement planning, and accounting, making it easier for clients to get a clear picture of their financial future.
Whether youre sorting out your personal finances, planning for retirement, or need help managing your business accounts, Beattie Financial Services provides straightforward guidance. Their offices are easy to reach in central Bendigo and Queenscliff, so local clients can drop in or get in touch for tailored advice.
What Beattie Financial Services Pty Ltd offers
SMSF advice and administration
Financial planning
Portfolio management
Retirement and redundancy planning
Accounting services for individuals and businesses
Property and specialist financial advice
Location
165 Queen St, Bendigo VIC 3550
Get DirectionsCustomer Reviews
Customers praise Beattie Financial Services for its outstanding service, short wait times and efficient paperwork handling. Reviewers highlight tax return lodgement and small business accounting as strengths, with many noting how clearly everything is explained and how helpful the reception team is.
Several reviewers mentioned Amy Leo for her professional, step?by?step guidance. Overall, people find the service quick, friendly and highly recommendable.