Bee Financial

With over 20 years of experience in the community, our family-owned and operated financial planning practice offers local convenience with a focus on fostering long-lasting client relationships. Based in Werribee, we pride ourselves on our personal service and expertise in identifying and achieving investment and retirement goals for our clients in a friendly and easy-to-understand manner.

Our Team

As with all successful businesses, it is the team behind the business that creates that success. Our team consists of highly experienced and qualified financial advisors, each with their own unique strengths and specialties. We have a team of experts who can provide personalized advice and guidance to help you achieve your financial goals.

Our Services

We offer a wide range of financial planning services, including wealth accumulation, investment advice, wealth protection, wealth creation, savings plans, debt reduction, margin lending, superannuation strategy advice, transition to retirement, wealth consolidation, wealth protection, retirement advice, retirement income streams, centrelink advice, and aged care planning. Our advice is intergenerational, and we can provide strategies and solutions that assist you in moving through the different phases of your life, whether you are a wealth accumulator, pre-retiree, or retiree.

Our Approach

At Bee Financial Services, we take a holistic approach to financial planning. We believe in taking the time to understand your individual circumstances, goals, and aspirations. We then use our expertise and knowledge to develop a personalized financial plan that is tailored to your needs. Our goal is to help you achieve financial security and peace of mind, so you can focus on enjoying life.