At Bastion Financial Group, we believe every client is unique, so we support you with a unique financial plan built around your personal goals and aspirations, your priorities and lifestyle. We also believe it’s essential to actively manage your wealth, staying one step ahead of volatile markets and your own changing needs. That’s why we aim to create a partnership for life. Our objective is not simply to grow your wealth in the future, but to help you enjoy it in the present.

We are highly qualified and experienced Certified Financial Planners who specialise in, and provide guidance to high net worth individuals and their families, business owners, and those who need financial guidance during and beyond separation.

Ethics, integrity and values are the most important items on our balance sheet – which provides the framework to our ‘Client First’ philosophy.

Through a trusted personal advisory relationship, we empower our clients to accumulate and grow wealth, through effective tax management and cost efficient strategies.

We believe in life-long learning, and are committed to furthering our skills and capabilities which allows us collectively as a practice to stay on top of emerging trends. As CFP® practitioners, we continue to lead the way in having our industry reach the aspirations that we hold ourselves out to.