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Financial Planning & Services


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

Planning your financial future does not have to be a daunting experience, at Barwon Financial Planning we understand that no two clients are the same and from our first meeting, which is at no charge, we will take the time to listen and understand your individual needs and financial objectives.  Having a financial plan in place at any age can help you achieve your financial goals whether they are short-term, medium-term and/or long-term financial goals.  Our advisers will work with you to create strategies and develop a tailor-made financial plan that will help you achieve your goals and give you peace of mind for the secure financial future for you and your family.

Barwon Financial Planning provides comprehensive financial planning advice, specialising in:

Wealth Creation– investment advice, budgeting & cash flow, home and investment loans and tax planning advice

Wealth Protection – insurance planning and risk management advice

Retirement Planning – SMSF advice and superannuation strategies, Centrelink and aged care and estate planning advice


Financial Planning & Wealth Creation Advisors in Geelong