Greybox Wealth

About

Greybox Wealth is a boutique financial planning and wealth management firm based in Bendigo, right in the heart of regional Victoria. With a small, experienced team, they focus on working closely with clients who are looking for practical, down-to-earth advice on everything from retirement planning to managing investments. Phil and Marty, the directors, bring over three decades of combined experience and are known for their approachable style and willingness to travel throughout country Victoria.

Clients appreciate the straightforward, no-nonsense approach - there’s always a no-cost, obligation-free first appointment to see if they’re the right fit. Greybox Wealth is self-licensed, which means their advice isn’t tied to any particular product provider, giving clients confidence that recommendations are genuinely tailored to their needs.

What Greybox Wealth offers

• Retirement planning and income goal setting
• Wealth management and investment portfolio advice
• Superannuation reviews and optimisation
• Financial advice for transitioning into aged care
• Personal and family protection strategies

What people say

Why choose them

• Locally based in Bendigo, serving Central and Country Victoria
• Over 30 years of combined industry experience
• Self-licensed for truly independent advice
• Flexible appointments, including phone and online options
• Obligation-free initial consultations
• Direct access to senior advisers

More financial advisory nearby

Contact

Phone

0413 376 785

Address

47 High St, Bendigo VIC 3550

Website

greyboxwealth.com.au

Hours

• Monday8:30am – 5pm
• Tuesday8:30am – 5pm
• Wednesday8:30am – 5pm
• Thursday8:30am – 5pm
• Friday (today)8:30am – 5pm
• SaturdayClosed
• SundayClosed