Coulson Financial Services
Overview
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
Location
118 King St, Bendigo VIC 3550
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