Bastion Financial Group was formed on the vision of a new era financial planning practice, focused on ethics, education and the provision of high-level individual client advice services.
Our core principles;
- Client first
- Maintaining high ethical standards
- That we are part of a team of highly experienced professionals
- Our collaborative approach with other Advice professionals
- Our Family and Community oriented values
- Our Fee for service business model
- That we are an employer of choice
Licensed through Godfrey Pembroke Group - we are are CFP® practitioners, active members of the Financial Advice Association of Australia (FAAA), and we are proud adherents to the FAAA’s Code of Professional Practice and Code of Ethics.
The name Bastion is a medieval term describing a stronghold, the most fortified and secure section of a protective castle wall. A place of safety and security.
It also stands for something or someone that maintains and upholds high principles.
At Bastion Financial Group, we specialise in helping successful professionals, executives and business owners extend and protect their wealth, with tailored investment planning, astute portfolio management and specialised strategies including trusts, self-managed super, gearing and tax-effective investments.
We want to help you enjoy life now, while we help you build on your success into the future.
The Bastion team is dedicated to providing high level strategic advice to clients, complemented by access to our select group of collaborative expert professionals such as accountants and lawyers to provide the best comprehensive financial solutions for clients. As such, we work closely with a client’s existing advice professionals.
Bastion Financial Group positions itself alongside those who are leaders in Ethics, Advice and Community.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 1 Spring St, Level 30,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bastionfinancialgroup.com.au
- Keywords
- Wealth Management, High Net Worth individuals, Portfolio Construction, Investment Management, Direct Equities, Listed Securities, Managed Funds, Self Managed Superannuation Fund Advisory, Risk Management, Business Succession Planning, Business Continuity Planning, Exit/ Retirement Planning for Business Owners, Complex Structures/ Entity Advice, Asset Protection, Intergenerational Tax and Estate Planning, Certified Financial Planners, Retirement Planning, Estate Planning, Working in partnership with clients, Inheritance Advice.
- HQ
- Perth, Western Australia
Bastion Financial Group Questions
Bastion Financial Group's website is bastionfinancialgroup.com.au
Bastion Financial Group's LinkedIn profile is https://au.linkedin.com/company/bastion-financial-group
Bastion Financial Group has
7 employees.
View email and phone details for 7
employees at Bastion Financial Group.
Bastion Financial Group's industry is
Financial Services
Bastion Financial Group's top competitors are
Lighthouse Capital,
Curtin University Women In Business Organization,
Lighthouse Capital,
Novaseven Civils Ltd,
Payment Bear,
Wealth Plus Group,
Bastion Fingroup,
Infinity Capital Solutions,
Financial Advice Association Australia (Faaa),
Shakespeare Financial Group.
Bastion Financial Group's categories are Financial Services
Bastion Financial Group's founding year is 2019
