218 Beveridge St Swan Hill 3585

Golconda Group

Financial Planning

Efficient Financial Planning Services In Swan Hill

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218 Beveridge St, Swan Hill VIC 3585

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Golconda Group opening hours in Swan Hill

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Golconda Group opening hours in Swan Hill

Mon
8:00am - 5:00pm
Tue
8:00am - 5:00pm
Wed
8:00am - 5:00pm
Thu
8:00am - 5:00pm
Fri
8:00am - 5:00pm
Sat Closed
Sun Closed
Public Holidays Closed
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  1. About Us

  2. Products and Services

  3. FAQs

About Us

Golconda Group - Promotion

About Golconda Group

AT A GLANCE
  • Complete Wealth Specialists
  • Small Business Advice
  • Debt Management
  • Over 30 Years Of Experience
  • Banking Solutions
To make a "REAL" difference to our clients and community.
We have been providing professional financial planning advice and solutions to our clients for over 30 years. We pride ourselves on our excellent working relationships with our clients to provide comprehensive holistic financial advice based on their individual needs and goals. We are committed to the local community, providing support and sponsorship to a number of local clubs and organisations.

Advice We Specialise In:

  • Retirement planning.
  • Financial planning.
  • Small business advice.
  • Banking solutions.
  • Investment planning.
  • Superannuation.
  • Estate planning.
  • Wealth management.
  • Debt management.
  • Wealth protection.

We stand out in the industry not only for our technical expertise but also due to the human touch we imbue in our advice. In an era where financial discussions often become impersonal, our invitation for a tea or coffee to discuss how we can assist with achieving what is important to our clients demonstrates a commitment to personal service.

A financial planner is like having a personal coach for your money. Our aim is to help you protect and get more out of the money you have, so you can have more of the things you want - today and in the future. Golconda Group epitomises a quintessential Australian financial advisory service that is deeply ingrained with strong family values and a keen focus on client relationships. With a simple but ambitious vision of making a real difference to the clients and the broader community, we steadily evolved from a budding enterprise to a robust institution catering to a plethora of financial service needs.

After finding out who you are, your current circumstances and where you want to be, we will help you make informed decisions about how to make the most of your money, investing and protecting it to your advantage, using financial products that suit your needs. Embarking on a journey with Golconda means partnering with a team that thrives on the personal stories of our clients—a personal narrative that becomes the cornerstone of our bespoke financial strategies. Our advice and services keenly reflect our understanding that each client's life story is unique and so are their financial goals and challenges.

Payment Methods

CashEFTEFTPOSMastercardVisa
ABN
25 618 391 165
Staff
11-20
Also trades as
Golconda Group

Products and Services

Golconda Group - Promotion

Hours of Operation

Open Monday - Friday

Events

Seminars

Services

Advice & Information, Aged Care, Annuities, Asset Protection, Asset Purchasing, Benefit Plans, Bonds, Budgeting, Business Loans, Cashflow Management, Centrelink, College Funds, Consultations, Corporate Capital Raising, Debt Agreements, Debt Consolidation, Debt Management, Debt Reduction, Direct Equities, Estate Planning, Gearing, Home Loans, Income Insurance, Income Protection, Insurance, Investment Strategies, Investments, Leasing, Life Insurance, Life Planning, Loans, Managed Funds, Managed Investments, Money Market Accounts, Mortgages, Mutual Funds, Pensions, Portfolio Management, RBL Strategy, Redundancy, Retirement Planning, Rollovers, Rural Estate Management, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Setting Up a SMSF, Shares, Social Security Planning, Succession Planning, Superannuation, Unit Trusts, Wealth Creation

Offering

Agricultural, Commercial

Features

Australian Owned, By Appointment, Disabled Access, DIY, Evaluations, Free Consultations, Home Visits, Independently Operated, Independently Owned, Locally Operated, Locally Owned, Mobile Service, Owner Operated

Issues

Retirement, Retrenchment

Catering To

Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women

Keywords

Financial Planning In Swan Hill, Life Insurance, Small Business Advice, Financial Planning Services, Holistic Financial Planning, Financial Planning Solutions, Super specialist, Accountants Swan Hill, Financial Planning, Financial Planning Advice, Taxation, Banking Solutions, Financial Planner, Debt Management, Wealth Specialists

FAQs

  • Where are you located?

    We are located at 218 Beveridge Street, Swan Hill, VIC 3585.

  • Is your business locally owned and operated?

    Yes, Golconda Group is a locally owned and operated business.

  • Do you provide financial planning services?

    Yes, we provide financial planning services.

  • How many years of experience do you have?

    We have been providing professional financial planning advice and solutions to our clients for over 30 years.

  • What makes Golconda Group different from other financial advisors?

    Our strong family values, client-centred approach, and commitment to build long-lasting relationships set us apart.

  • Can Golconda Group help me plan for retirement?

    Yes, retirement planning is one of the core services we offer.

  • Does Golconda Group work with other specialists?

    Absolutely, we have strategic alliances with accountants, solicitors, mortgage brokers, and other financial specialists.

  • Is Golconda Group qualified to give financial advice?

    Yes, we are a CFP qualified firm which sets the highest standards for acting in our clients' best interests.

  • What services does Golconda Group offer?

    We provide wealth creation and management, strategic advice, risk management, business and succession planning, self-managed superannuation, and retirement planning.