Testimonials

Having enough to retire has always been a worry as I imagine it is for many people. From the moment that I met Damian and eventually all the team at Barwon Financial Planning I felt I was in the right hands. Damian and I discussed my goals and built a strategy to reach them. 4 years on and we’re just about there!!!

I feel like I’m in great hands and have actually started to believe that reaching my financial goals is achievable with a bit of hard work and a great advice team around me. Thanks BFP.

- Heather, Mt Duneed

A big thank you to Chanthy and the team at Barwon Financial Planning who helped us through a very difficult and uncertain time when our mother needed to move into Aged Care.

Chanthy helped by dealing with the financial aspects of moving into care, all the Centrelink paperwork and was able to negotiate a signifiable lower bond saving us many thousands of dollars in the process.

We are truly grateful we had Chanthy and her team to help us get through these difficult times.

- Rebecca, Newtown

We had no idea where to start or to find out if we were even on track to meet our goals of retiring early. We were recommended by a friend to see Damian and we weren’t disappointed. Damian came to our home and spent a lot of time explaining complex financial matter very simply. He helped us put together a plan to work towards our financial goals that has been working fantastically.

We now feel that we’re on track and have even purchased our next investment property. We’re very happy that Damian was recommended to us and that we now have him as our financial planner.

- David, Ringwood East