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Barwon Financial Planning

  1. Geelong
  2. Geelong Finance

Reviews, get directions and contact details for Barwon Financial Planning

Barwon Financial Planning
"Barwon Financial Planning is a non-bank aligned financial planning company.This means that our financial advice is transparent and always tailored to meet the individual goals of each of our clients.We offer wealth creation, investment, retirement planning, superannuation, aged care and Centrelink advice.Let’s help you to shape your financial future, and make the most from your money."
Address: 45 Ryrie St, Geelong VIC 3220, Australia
Phone: (03) 5222 5895
State: Victoria
City: Geelong
Zip Code: 3220


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
Gave some good, free advice over the phone, and explained something that had been beyond my comprehension up til then, without the need to book an appointment. Of course, if your needs are more complex, you would need to book an appointment. Very courteous as well
Barwon Financial Planning have looked after my finances for many years. They are very efficient, professional and are always ready to help me with my queries and future planning. My retirement funds are in a much better position since they have been my advisors. Especially taking into account that I arrived in Australia in my forties with minimum savings!
Considered, tailored advice... definitely not a cookie cutter approach to financial planning. I like that they are not bank aligned, so they're not trying to push anything that isnt right for me. Plus, Damian and Chanthy are lovely to deal with!
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