Making Cents of Money

Greybox Wealth, located in Bendigo, Victoria, is a boutique financial planning and wealth management firm that prioritizes personalized service tailored to clients' needs. With over 30 years of combined experience, Directors Phillip Monaghan and Marty Southcombe offer expertise in various financial services, including retirement planning, wealth management, and protection strategies. The firm emphasizes a client-centered approach, ensuring that financial advice aligns with individual goals and aspirations. Greybox Wealth also offers a complimentary initial appointment to determine how they can best assist potential clients in navigating their financial futures. Generated from the website

Shape Super, located in Bendigo, Victoria, specializes in providing tailored self-managed superannuation fund (SMSF) administration and compliance solutions for accountants and financial advisers across Australia, primarily in Perth. With a commitment to easing the workload of accounting firms, they offer services ranging from SMSF establishment to ongoing administration and compliance lodgments. Created by accountants for accountants, Shape Super aims to build long-term partnerships by delivering efficient, well-priced solutions designed to enhance client value propositions. Their team of qualified accountants focuses on helping clients understand the complexities and responsibilities associated with managing SMSFs, ensuring effective compliance and ongoing support. Generated from the website