Bastion Financial Group was formed on the vision of David Benney and Naomi Mee-Martino as a new era financial planning practice, focused on ethics, education and the provision of high-level individual client advice services. Our core principles; - Client first - Maintaining high ethical standards - That we are part of a team of highly experienced professionals - Our collaborative approach with other Advice professionals - Our Family and Community oriented values - Our Fee for service business model - That we are an employer of choice Licensed through Godfrey Pembroke Ltd - we are are CFP® practitioners, active members of the Financial Planning Association (FPA), and we are proud adherents to the FPA's Code of Professional Practice and Code of Ethics. The name Bastion is a medieval term describing a stronghold, the most fortified and secure section of a protective castle wall. A place of safety and security. It also stands for something or someone that maintains and upholds high principles. At Bastion Financial Group, we specialise in helping successful professionals, executives and business owners extend and protect their wealth, with tailored investment planning, astute portfolio management and specialised strategies including trusts, self-managed super, gearing and tax-effective investments. We want to help you enjoy life now, while we help you build on your success into the future. We also carry the expertise to guide our wealthy clients through divorce, and to reach amicable family settlements. We (David, Naomi and team) are dedicated to providing high level strategic advice to clients, complemented by access to our select group of collaborative expert professionals such as accountants and lawyers to provide the best comprehensive financial solutions for clients. As such, we work closely with a client’s existing advice professionals. Bastion Financial Group positions itself alongside those who are industry leaders in Ethics, Advice and Community.