Financial Advice Wodonga

We believe that everyone deserves access to transparent, strategic financial advice - no matter where they’re located. That’s why we offer our services from our office in Albury-Wodonga

Smart financial advice, focused on your goals.

We know life is busy, and finances can sometimes feel overwhelming. But with the right plan in place, managing your money doesn’t have to be stressful. Our financial advice services in Wodonga are designed to help you get clear on where you’re headed and feel confident in the steps you’re taking to get there.

What we offer clients in Wodonga

With 40 years of combined experience in financial planning, we’re here to give you a plan to achieve your next goal - no matter what it might be. We can help you with:

  • Financial planning: A simple, strategic plan to keep you on track toward your goals.
  • Budgeting & cashflow: Smarter ways to manage your money day-to-day.
  • Debt management: Practical strategies to reduce or restructure debt.
  • Superannuation & retirement: Make sure your super and retirement plans are on track.
  • Investment advice: Tailored strategies to grow your investments, even if you're starting small.
  • Insurance: Advice to help you choose the right cover—without paying for what you don’t need.
  • Estate planning: Support to help you plan ahead and protect your legacy.

How it works

If you're in Wodonga and looking for down-to-earth financial advice that puts you first, we'd love to help. And it’s easy to get started

  • We meet online or at our 11 Morrison Street Wodonga office.
  • First, we’ll chat about what matters to you: your goals, lifestyle, and where you’d like to be financially.
  • We’ll then review your current position, where the gaps are and work out the best steps to move forward.
  • From there, we’ll create a clear, tailored plan whether you need a full financial reset, a super check-up, or strategies to start investing.
  • You’ll then get a step-by-step roadmap designed around your goals. Our team will take care of implementing the plan for you.
  • We’ll provide ongoing support to keep your plan on track and adjust strategies as life changes.

Let’s build your financial future – together.

Book your free appointment with us to see if Building Blocks Financial Planning is the right team to support you and your financial goals.

Edpat Financial Services Pty Ltd ABN 47 162 281 478 trading as Building Blocks Financial Planning Corporate Authorised Representative No. 438088 Alliance Wealth Pty Ltd ABN 93 161 647 007 | AFSL 449221 www.centrepointalliance.com.au/fsg/aw

Disclaimer:
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.