PointB Planning

Finance · Australia · 11-50 Employees

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Overview

Headquarters

1-260 Whitehall St, Yarraville, Victoria...

Phone Number

+61 390441950

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About PointB Planning

Point B Planning is a collective of leading financial planners and advisors based in Yarraville, Melbourne, focused on optimizing financial strategies for individuals and businesses. They offer a range of services including investment advice, budgeting, debt management, asset protection, and retirement planning. The company aims to simplify financial management, reduce anxiety, and provide tailored solutions to help clients achieve their financial goals. With a commitment to using innovative technology and providing dependable reporting, Point B Planning serves clients in the inner West of Melbourne.Explore more
PointB Planning's Social MediaPopular SearchesPointB Planning Pty LtdPoint B PlanningPointbplanningcom Pointbplanningcom Pointbplanning Pty LtdSIC Code 62,628NAICS Code 52,523Show more

PointB Planning Org Chart

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WT
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Senior Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PointB Planning

$5.8M
11-50
Private
-
-
WT
William TruongSenior Financial Planner
$5.1M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2010
TR
Tony RimacFinancial Advisor & Managing Director
<$5M
11-50
Private
-
1988
MB
Michal BodiPlanner and Director
<$5M
11-50
Private
-
2015
DB
Damien BasileDirector and Financial Planner
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
BT
Ben TorresFinancial Associate & Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

PointB Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

PointB Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about PointB Planning.

PointB Planning Tech Stack

A closer look at the technologies used by PointB Planning

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Frequently Asked Questions Regarding PointB Planning

What is PointB Planning's official website?
PointB Planning's official website is www.pointbplanning.com.au
What is PointB Planning's Revenue?
PointB Planning's revenue is $5.8 Million
What is PointB Planning's SIC code?
PointB Planning's SIC: 62,628
What is PointB Planning's NAICS code?
PointB Planning's NAICS: 52,523
How many employees does PointB Planning have?
PointB Planning has 11-50 employees
What industry does PointB Planning belong to?
PointB Planning is in the industry of: Finance, Securities Trading
What is PointB Planning competition?
PointB Planning top competitors include: Chris Humphrey Private Wealth Management, Sterling Advice, Intergenerational Wealth, Concurrence Financial Planning
What technology does PointB Planning use?
Some of the popular technologies that PointB Planning uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact PointB Planning?
PointB Planning contact info: Phone number: +61 390441950 Website: www.pointbplanning.com.au
What does PointB Planning do?

Point B Planning is a collective of leading financial planners and advisors based in Yarraville, Melbourne, focused on optimizing financial strategies for individuals and businesses. They offer a range of services including investment advice, budgeting, debt management, asset protection, and retirement planning. The company aims to simplify financi... al management, reduce anxiety, and provide tailored solutions to help clients achieve their financial goals. With a commitment to using innovative technology and providing dependable reporting, Point B Planning serves clients in the inner West of Melbourne.Read More

What are PointB Planning social media links?
PointB Planning Facebook page
Is PointB Planning a public company?
PointB Planning is private company therefore does not currently have an official ticker symbol
See more information about PointB Planning

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