Barwon Financial Planning Geelong Piggybank

Investment Advice Geelong

More than ever, sound investment advice is essential to achieving your long-term financial goals.

Investment Advice & Wealth Building

Build long-term wealth through strategic investment advice across shares, managed funds, superannuation and property.

Barwon Financial Planning provides personalised investment advice to individuals, families, professionals, business owners and retirees seeking to build, preserve and manage their wealth with confidence.

Our experienced advisers take the time to understand your goals and develop personalised investment strategies designed to grow your wealth while managing risk over the long term.

Investment Advice Services

  • Shares

    Having a share portfolio as part of your investment strategy can provide both capital growth and pay regular dividend income to investors. 

    We can help you determine the right mix of shares to suit your investment objectives, risk profile and long-term financial goals.

  • SMSF Investment Advice

    Barwon Financial Planning can provide advice on the types of investments held within your SMSF (self-managed super fund), the asset allocation and investment strategy to maximise your retirement savings.

  • Managed Funds

    Managed funds provide access to a diversified portfolio of investments including cash, fixed interest, property and shares through professional fund managers.

    They allow investors to access a broad range of investment opportunities while benefiting from professional portfolio management.

  • Tax Planning Advice

    Understanding how taxation affects your investments can play an important role in building long-term wealth. Taxation can be very complicated and the rules and legislation are constantly changing.  It is important to make sure you are aware of the current laws so that your personal finances and investments are managed in a tax-efficient way.  Taxation planning forms an important component of your financial plan.

    We can incorporate effective tax planning strategies across your investment portfolio, personal income or your family financial situation to lawfully help minimise the amount of tax that you have to pay.

Make An Enquiry

Ready To Begin Building Wealth?

Whether you're building wealth, growing an established investment portfolio or planning for the future, our experienced Geelong financial advisers can help you develop a personalised investment strategy.
Book an appointment with our team today.