Financial Services Guide

Our Financial Services Guide, or FSG, is a detailed guide to David Benney and Naomi Mee-Martino, our business, and the advice services we offer. It describes the fees we may charge, the information we may collect about you, and the ways we use that information.

Use it to decide whether or not to seek advice from us. If you have any questions, or if anything is unclear, please feel free to call us on Phone (08) 6225 5150 or contact us using the form here.

We hope you find it useful.

Download our Financial Services Guide | Version 6

Who we are

We are highly qualified and experienced financial planners who specialise in providing guidance to high net worth individuals, business owners and their families.

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

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    Bastion Financial Group specialise in helping successful professionals, executives and business owners extend and protect their wealth. Our clients understand that to achieve their financial goals they have to invest in financial advice over the long term.