Red Lion Wealth Advisory
Overview
Red Lion Wealth Advisory offers tailored financial advice and wealth management services from their offices in Bendigo and Cohuna. The team is known for their approachable, down-to-earth style, working closely with clients to build, protect, and plan for their financial future. Many locals appreciate the personal touch - regular face-to-face meetings, clear reporting, and a genuine interest in each clients goals.
With a strong presence in the community and years of experience, Red Lion Wealth Advisory helps individuals and families navigate everything from retirement planning to complex investment strategies. Clients often mention the peace of mind that comes from having a caring, knowledgeable team looking after their finances.
What Red Lion Wealth Advisory offers
Wealth creation and investment advice
Wealth protection and insurance guidance
Retirement planning
Estate planning
Aged care financial advice
Self-managed super fund (SMSF) administration
Location
147 Queen St, Bendigo VIC 3550
Get DirectionsCustomer Reviews
Clients consistently praise Red Lion Wealth Advisory for helpful, friendly and professional service. Reviewers highlight their personalised approach, taking the time to understand each situation, which has led to excellent outcomes like maximising deductions on personal tax. Accounting advice and tax support are standouts, with several reviewers mentioning Hayley and the team for being great to deal with and delivering real benefits for their businesses.