Greybox Wealth
Overview
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 - theres always a no-cost, obligation-free first appointment to see if theyre the right fit. Greybox Wealth is self-licensed, which means their advice isnt 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
Location
47 High St, Bendigo VIC 3550
Get DirectionsCustomer Reviews
Clients praise Greybox Wealth for practical, tailored financial advice. Reviewers highlight help with income protection, TPD and life insurance policies through super, plus optimising superannuation and guidance on external investment strategies. Several reviewers mentioned Marty for his supportive, knowledgeable approach.