03 5222 5895
  • Welcome to Barwon Financial Planning.

    We provide high quality advice tailored to your individual circumstances and goals. Whether you’re thinking of retiring, taking control of your financial future or simply want to protect you and your family, we are here to help you in achieving your financial goals.

  • Welcome to Barwon Financial Planning.

    At whatever stage of life, our friendly and professional team will not only provide you with holistic financial advice but will also provide education and support so you can be confident about making informed decisions about your financial future.

  • investment
  • Insurance
  • Kids
  • Intermediate
  • Kids
Wealth Creation

Wealth creation begins with a sound understanding of investments basics.  Budgeting, saving money, reducing/eliminating debt and borrowing to invest are just some of the ways you can begin to build wealth.  In the ever changing economic climate, seeking sound investment advice is critical to helping you achieve your long-term financial goals. Barwon Financial Planning can create strategies to help achieve your financial goals, advising on the right products and the most tax effective investments tailored to your

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Wealth Protection

At whatever stage of life you are at, protecting your accumulated or potential wealth should be an important part of your financial plan. Most Australians do not think twice about protecting their homes or cars for those unexpected events but what about protecting the most important part of your financial future, the ability to generate an income. Consider the effects on your family, business or realising your dreams when an unexpected event occurs and changes everything and you

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Retirement Planning

It is never too early to put a retirement plan into place.  Retirement is the time to reap the rewards of your working life, kick back and spend your days doing what you want to do.  You may already have dreamed of what you want to achieve when you retire, that round the world trip, a new 4WD to go with your new caravan, to be mortgage free or even to have funds to help out the kids

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Financial Planning & Services

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Geelong Financial Planning Services

  Why would you need a financial plan?  “A survey of Yale University graduates in 1953 showed that only 3% had written down their financial plans for the future. Twenty years later a follow up survey of the same graduates showed that the assets of the 3% who had written down their plan exceeded the combined assets of the 97% who had not.” Source: Money Tree/Wealth Adviser
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Contact Us

Barwon Financial Planning
Phone: (03) 5222 5895

Fax: (03) 5229 5548

Email: mail@barwonfinancialplanning.com.au

Location: 45 Ryrie Street, GEELONG VIC 3220

Postal Address: PO Box 489, GEELONG VIC 3220

If you have any questions or would like to arrange a complementary initial consultation, please contact us.

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