Red Lion Wealth Advisory

About

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 client’s 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

What people say

Why choose them

• Locally owned with offices in Bendigo and Cohuna
• Personalised, face-to-face service
• Authorised representatives with an Australian Financial Services Licence (AFSL)
• Strong community involvement and support for local organisations
• Experienced team with a reputation for transparency and open communication

More financial advisory nearby

Contact

Phone

03 5406 2929

Address

147 Queen St, Bendigo VIC 3550

Website

redlionadvisory.com.au

Hours

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