Bastion Financial Group, your Wealth specialists.

Bastion Financial Group was formed on the vision of David Benney and Naomi Mee-Martino as a new era financial planning practice, focused on ethics, education and the provision of high level individual client services.

Our core principles are;

• Client first
• Maintaining high ethical standards
• A team of highly experienced professionals
• Collaborative approach with professionals from other advice disciplines such as accounting, estate planning and legal practice
• That family and community are integral to our business operations
• Fee for service
• Industry leading practice
• Employer of choice
• Certified Financial Planner adviser practice and active member of the Financial Advice Association of Australia (FAAA) and adherents to the Code of Professional Conduct.

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 you to help you enjoy life now, while we help you build on your success into the future. We also carry the expertise to guide our wealthy clients through divorce, and to reach amicable family settlements.

David, Naomi and team are dedicated to providing high level strategic advice to clients, complemented by access to their select group of collaborative expert professionals such as accountants and lawyers to provide the best comprehensive financial solutions for clients. They work closely with client’s existing professionals.
Bastion positions itself alongside those who are industry leaders in ethics, advice and community.

Success brings new opportunities, but it also creates new challenges. As your financial situation becomes more complex, you need sophisticated strategies to make the most of your growing wealth and safeguard the prosperity you’ve worked so hard to create.

By working in partnership with you, your Bastion Advisor will help you achieve transparency and control over your financial future. This is achieved through our customised financial strategies that are designed to grow and safeguard your wealth. Through a trusted personal advisory relationship, we empower our clients to accumulate and grow wealth tax effectively, and cost efficiently.