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Financial Planning

Babo Group Pty Ltd has partnered with a specialised Wealth provider; Vostro Private Wealth, a division of CHPW Financial.

Vostro Private Wealth pride themselves on managing money in a way which best suits your goals and objectives, from direct investments in shares, cash, fixed interest, and property.

Babo Group Pty Ltd has looked to Vostro Private Wealth to better serve your financial needs. We would like to make sure you’re on track financially, have you considered the following;

  • Do you need advice for your retirement?
  • Super has changed dramatically over the last few years; are you making the most of your situation?
  • Are your investments in line with your goals and objectives?
  • Are you protected? You can take care of your insurance needs in a very tax and cost-effective manner; are you taking advantage of this?
Vostrol Private Wealth

Babo Group Pty Ltd together with Vostro Private Wealth can offer a boutique of financial services specializing in all aspects of:

  • Corporate, Personal Superannuation & Self Managed Superannuation Funds
    • Are you in the right superannuation fund for your current profile? Do you know how much your fund charges you in fees each year?  Contact us to find out more
  • SMSF Setup 
    • Thinking of taking control of your Superannuation.  Want to buy a property for your retirement fund.? SMSF’s are the only retirement vehicles permitted to leverage for the purchase of the real estate. Contact us to find out more.
  • Financial Planning
    • A financial plan is the best way to make sure your finances meet your immediate and future needs.  Each financial plan is specific to you.
  • Retirement Planning
    • No matter what stage of life you’re at, retirement planning is essential for all Australians.
  • Investments
    • Successful investors know that the only way to ensure they achieve their personal financial goals is to regularly review and line-tine their investments.  Not having your investments regularly reviewed can cost you thousands of dollars in unnecessary taxation, poor performance and missed opportunities.
Reachout viaPhone
OUR LOCATIONWhere to find us?
Level 1/12 Cramer Street, Preston VIC 3072 | PO Box 202 Preston Vic 3072
Reachout viaPhone
OUR LOCATIONWhere to find us?
Level 1/12 Cramer Street, Preston VIC 3072 | PO Box 202 Preston Vic 3072