Maximise Your Opportunities. 

barwon-financial-planning_fortnum private wealth

At Barwon Financial Planning, we provide expert, non-bank aligned financial 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.

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. 

Barwon Financial Planning provides comprehensive financial advice

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

Barwon Financial Planning is a principal practice of Fortnum Private Wealth.