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BEST RATED BENDIGO VIC FINANCIAL SERVICES

3 Best Financial Services in Bendigo VIC

Expert recommended Top 3 Financial Services in Bendigo VIC. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

Beattie Financial Services Pty Ltd.
Beattie Financial Services Pty Ltd.
Beattie Financial Services Pty Ltd.
8+ YEARS IN TBR
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BEATTIE FINANCIAL SERVICES PTY LTD.

(4.8 Score)
165 Queen Street,
Bendigo VIC 3550 Directions

Since 2006

Specialty:

✓ Financial Planning ✓ Accounting ✓ CHPW Financial ✓ SMSF Advice ✓ Personal Advice ✓ Portfolio Management ✓ Retirement ✓ Redundancy

“Beattie Financial Services has been making strides in combining the know-how of financial advice and the expertise of accounting to bring untold financial benefits to its many clients. David Beattie is a certified financial adviser, chartered accountant and authorised self-managed super fund auditor. He is a member of the Financial Planning Association of Australia and the Institute of Chartered Accountants. David also holds memberships with the Association of Financial Advisers and the National Tax and Accountants Association. Beattie Financial Services does business with over 1,300 clients in both financial planning and accounting. They focus entirely on their clients' financial needs, outsourcing specialised services wherever necessary.

2025 Update: The firm also has an office in Queenscliff.”

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License ABN 98 876 543 472

Contact:

03 5444 5653

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Contrarian Group Financial Planning
Contrarian Group Financial Planning
7+ YEARS IN TBR
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CONTRARIAN GROUP FINANCIAL PLANNING

(4.8 Score)
51 Creek Street S,
Bendigo VIC 3550 Directions

Since 2008

Specialty:

✓ Financial and Estate Planning ✓ Retirement ✓ Investment Strategies

“Contrarian Group Financial Planning provides unbiased, independent financial planning advice to better serve clients in Bendigo, Central Victoria and beyond. They seek a valuable, long-term relationship with their clients as their trusted partner. They see themselves as project managers and work with their clients to provide financial clarity and certainty, alignment of interests, complete transparency, and an enhanced client experience. Contrarian Group is owned and operated by Damian Liddell, a Certified Financial Planner and SMSF Specialist Advisor. He has been in the industry for over 20 years and established Contrarian Group to build a truly professional and independent financial planning business centred around helping clients reach their goals in a tell it as it is, no-nonsense approach, free from any ties to product providers.”

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Most Trusted Advisers in 2018
License ABN 497 386 956 69 | #335334

Price:

First Meeting $220
Financial Plan Fee (Statement Of Advice):
From $1,650
Up To $3,300

Contact:

03 5441 3373

Mon-Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Venture Financial Planning Pty Ltd.
Venture Financial Planning Pty Ltd.
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VENTURE FINANCIAL PLANNING PTY LTD.

(4.7 Score)
61 Bull Street,
Bendigo VIC 3550 Directions

Since 2001

Specialty:

✓ Financial Services ✓ Superannuation and Retirement Planning ✓ Investment Advice ✓ Cashflow and Debt Management ✓ Personal Risk Insurance ✓ Centrelink Services ✓ Aged Care ✓ Estate Planning ✓ SMSF Accounting

“2025 Update: Venture Financial Planning Pty Ltd. has been locally owned and operating for 20 years. With a team of 13 staff, you’ll benefit from their experience and expertise in specialised wealth creation strategies, including trusts, Self Managed Superannuation Funds, gearing and tax-effective investments. They work in partnership with you and your family to understand your aspirations for the future and create a personalised financial plan. They can help you transfer your wealth smoothly and tax effectively. From their first meeting, they take the time to explore your individual financial and lifestyle aspirations.”

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License ABN 60 648 465 445

Contact:

03 5434 7600

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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BEATTIE FINANCIAL SERVICES PTY LTD. REVIEWS

The wait time was short, and the service was outstanding. I walked in and out within half an hour. As long as you are organised, the staff will sort out the paperwork with little to no trouble. Highly recommended!

Absolutely excellent small business accountants highly trust and recommend these guys! #AmyLeo

As always, great service from Dave and the team at Beattie

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CONTRARIAN GROUP FINANCIAL PLANNING REVIEWS

Damian at Contrarian Group Financial Planning has been our financial adviser for a number of years. We have always found Damian easily contactable and very approachable. We have set achievable goals which are coming to fruition. It is comforting to have such a pleasant knowledgeable financial adviser who we can ask any questions to.

I have trusted these guys with my money for the last 4 years and could not be happier. Damian ALWAYS responds quickly to my queries and ALWAYS does what he sais he will do . Highly recommend them to anyone

I have trusted these guys with my money for the last 4 years and could not be happier. Damian ALWAYS responds quickly to my queries and ALWAYS does what he sais he will do . Highly recommend them to anyone.

Could not be happier with the service, help & care I have always received from Damien & The Contrarian Group. I had serious health issues & my Insurance Company knocked back my Income Protection Insurance claim. Without Damien's i would never have received a cent despite my Stage 4C Cancer diagnosis. He's handled my financial matters for many years & I couldn't be happier. I have now been forced to retire, sell my business, sell my home to downsize & he is once again an invaluable of information !! Many thanks mate - John R Reply

Damian is fantastic. You always know you are on a winner when that person is honest enough to tell you that you need the service they make a living from. He reviewed my current situation, gave me some general advice about my current situation and was very helpful. Reply

VENTURE FINANCIAL PLANNING PTY LTD. REVIEWS

For years, I believed financial planning was only for the super wealthy and avoided it. After our first meeting with Nicola, my wife and I left feeling empowered and informed. She listened carefully and offered expert consultation tailored to our goals, values, and stage of life. Her approachable, down-to-earth style and focus on education made the whole experience energising! I highly recommend Nicola and her team. This service truly is for everyone; there’s value here for all.

Great service and knowledge, and i have no problems in recommending the team.

TBR® Inspection Score Report

BEATTIE FINANCIAL SERVICES PTY LTD. Total Inspection Points: 116/120
Acknowledgements: 9
Business Hours: 9
Experience: 9
Review Analysis: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CONTRARIAN GROUP FINANCIAL PLANNING Total Inspection Points: 115/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Experience: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

VENTURE FINANCIAL PLANNING PTY LTD. Total Inspection Points: 113/120
Business Images: 8
Complete Info: 8
Business Hours: 9
Experience: 9
Reviews Study: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10