Coulson Financial Services

About

Coulson Financial Services has been guiding clients through the ins and outs of financial planning since 1987, with offices in Doncaster East and Bendigo. As a boutique, privately owned practice, they focus on building long-term relationships and providing advice that’s genuinely tailored to each stage of life - whether you’re just starting out, managing a family, running a business, or planning for retirement.

Clients often mention the team’s approachable style and the peace of mind that comes from regular reviews and ongoing support. Coulson Financial’s advisers take the time to understand individual goals and handle everything from wealth creation to estate planning, making the process less overwhelming and more personal.

What Coulson Financial Services offers

• Personalised financial planning
• Wealth creation strategies
• Tax minimisation and planning
• Investment advice and risk management
• Superannuation and pension services
• Self-managed superannuation fund (SMSF) advice
• Risk and insurance analysis
• Estate planning
• Business succession planning
• Complimentary initial consultation

Why choose them

• Boutique practice with offices in Doncaster East and Bendigo
• Privately owned and operated since 1987
• Regular financial plan reviews for ongoing support
• Advisers available outside standard business hours
• Proven experience with families, business owners, and retirees
• Complimentary first consultation
• Personalised, relationship-focused approach

More financial advisory nearby

Contact

Phone

03 5441 1477

Address

118 King St, Bendigo VIC 3550

Website

coulsonfinancial.com.au

Hours

• Monday8:45am – 5pm
• Tuesday8:45am – 5pm
• Wednesday8:45am – 5pm
• Thursday8:45am – 5pm
• Friday (today)8:45am – 5pm
• SaturdayClosed
• SundayClosed