Bastion Financial Group
Financial Services • 
1 Spring St, Level 30, Australia • 1-10 Employees
Company overview
| Headquarters | 1 Spring St, Level 30, Perth, Western Australia 6000, AU |
| Phone number | +61862255150 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Business Succession Planning, Asset Protection, Wealth Management, Portfolio Construction, Business Continuity Planning, Retirement Planning, Estate Planning, Investment Management, Managed Funds, Certified Financial Planners, Listed Securities, Direct Equities, Inheritance Advice, Complex Structures/ Entity Advice, Exit/ Retirement Planning For Business Owners, High Net Worth Individuals, Intergenerational Tax And Estate Planning, Self Managed Superannuation Fund Advisory, Working In Partnership With Clients |
| Founded | 2019 |
| Employees | 1-10 |
Key Contact at Bastion Financial Group
David Benney
Director
Bastion Financial Group Email Formats
Bastion Financial Group uses 2 email formats. The most common is {first name} (e.g., john@bastionfinancialgroup.com.au), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@bastionfinancialgroup.com.au | 71.4% |
{first initial} | j@bastionfinancialgroup.com.au | 28.6% |
About Bastion Financial Group
Bastion Financial Group was formed on the vision of 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 Group - we are are CFP® practitioners, active members of the Financial Advice Association of Australia (FAAA), and we are proud adherents to the FAAA’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. The Bastion team is 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 leaders in Ethics, Advice and Community.
Bastion Financial Group revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Bastion Financial Group has never raised funding before.
Bastion Financial Group Tech Stack
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United Kingdom
United States
Netherlands
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