VGB Wealth is a Financial Planning business originally established in 2000.
Investment & Wealth Creation
Investment and Wealth Creation including Direct Shares, ETFs, SMAs, Managed Funds and Savings Plans
Superannuation & Retirement
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money.
Insurance & Wealth Protection
Insurance and Wealth Protection strategies for both personal and businesses purposes.
Self Managed Super Funds
Whether you’re starting a new self managed super fund, or looking for an easier way to manage your existing one, you want to know your fund’s administration is in the right hands.
Debt Management
Having a debt management plan in place and understanding the different between good and bad debt could help you make better financial decisions.
Estate Planning
You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.
Why Choose Us?
Exceptional Personal Service
Knowledge and Experience
Ongoing Support
A Holistic Approach
Keep You On Track
Ease and Convenience
Latest News
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Our team
Jon has been an Authorised Representative and Financial Planner since 2004. He holds a Diploma of Financial Planning and Advanced Diploma of Financial Services (Financial Planning) and is currently studying to become a Fellow Chartered Financial Practitioner.
The partnership with Michelle stems from their shared values in providing quality financial planning advice and delivering excellent client service.
Michelle has been a Financial Planner since 1992 and is a Certified Financial Planner with a Diploma in Financial Planning.
Michelle first started her career in financial planning with one of Australia’s leading banks, where she achieved the recognition of being the Bank’s top Financial Planner nationally.
Wilson started at VGB at the beginning of May 2013 in a Paraplanning and Senior Client Services role after moving from a small financial planning practice where he commenced his financial services career back in 2009.
Since 2014 Wilson has also worked as a Financial Adviser within the business taking care of all facets of his clients financial affairs.
Nathalie has been with VGB since 2008 and is works in Client Services and Administration.
She is most likely to be the first person you speak to when you contact the office.
Angelique commenced her role with VGB in Client Services and Administration at the start of 2018.
She has completed a Bachelor of Commence degree at Monash majoring in Marketing and Finance.
Mitali commenced her role with VGB as Client Service and Administrator in April 2018.
What our clients say
“After working for fifty years, retirement was a very challenging concept on a number of fronts. VGB Wealth has provided a common sense approach and format that I understand and feel secure with. I would sincerely recommend the great team at VGB Wealth to anyone”.
– Marilyn White.
“My wife and I have relied on VGB’s advice for many years now. They have provided advice on all manner of issues from investments, mortgages, rental properties and wills. We love working with VGB for their down-to-earth, no-nonsense and genuine approach to what they do. For us, having an Advisor sometimes say ‘do nothing’ is refreshing compared to the many out there that always want to sell you something. I trust them implicitly and recommend them to any friend looking for similar service”
– David Grainger and Kirsty Leong.
“VGB Wealth provides us with the most up to date information required to manage our investments. We have been very happy with their service since joining them”.
– Robyn & Bob Taylor.
“VGB has been able to provide the guidance, planning and advice that ensured my assets and finances were structured to enable wealth growth, sound financial planning and a secure future for me and my family. After almost twenty years, I am still being guided and assisted by VGB with my financial planning. Their service has been highly professional and as I approach retirement, I will continue to rely on them to guide me through the next exciting phase of my life.”
– Ray Micallef.
“We have known VGB for a few years now and we are very pleased to have them as both our personal and business financial advisor. We would highly recommend VGB as an organisation of integrity and wisdom.”
– Dean & Fiona Minett.
“As long time clients of VGB Wealth….17 years….we have always been impressed with the professional, friendly way in which they have managed our portfolio. VGB Wealth’s knowledge and expertise of the financial markets is exceptional.”
– Jan & John Hunter.
“Over the past few years VGB has helped me and my wife Lynne work through the minefield that is an SMSF, as well as working with us on developing a long term wealth strategy which includes things like insurance, wills and bank structures. As a result we now have a clearly defined, structured and balanced strategy to take us to our retirement in 7 years or so. I am extremely happy with the level of knowledge and understanding that has been provided and would recommend VGB Wealth to anyone who truly needs to understand and prepare for the future.”
– John Koot.
“We wish to express our thanks to VGB Wealth for their friendly support and excellent service over the past 16 years. They are proactive in keeping us up to date with latest changes that may impact on our financial situation. We feel confident in their advice and are happy to recommend them to our friends.”
– Angelina & Stephen Chung.
“We have been clients of VGB for 16 years and have always found the service provided to be considered, timely, accurate and relevant. In addition we have always felt that we were able to discuss our options in an open and consultative way, with enough information provided to allow us to make decisions both in our pre-retirement planning phase and thereafter in retirement itself. Good professional service allied to a friendly manner.”
– Dr Ian & Mrs Lesley Carson.
“VGB, through Michelle and Jon, have provided us with very high-quality financial advice over a number of years, and have always exceeded usual client expectations of good customer service. We greatly value their professionalism, depth of knowledge and integrity.”
– David & Kay Blore.