Barwon Financial Planning

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Geelong, Australia

barwonfinancialplanning.com.au
Financial consultant· Insurance company· Stock broker· Financial Services· Insurance broker· Investment service· Superannuation consultant

Barwon Financial Planning Reviews | Rating 5 out of 5 stars (2 reviews)

Barwon Financial Planning is located in Geelong, Australia on Level 2/191 Malop St. Barwon Financial Planning is rated 5 out of 5 in the category financial consultant in Australia. Barwon Financial Planning is a locally owned and operated financial planning business based at Level 2, 191 Malop St, Geelong Victoria. We're trusted by our clients in Geelong region to help them identify and reach their financial goals - from wealth accumulation to planning for retirement, Centrelink and aged care support. We're expert financial planners, and we're proud to supply independent advice, education and ongoing support to our clients. Non bank-aligned, we're authorised representatives of Fortnum Private Wealth Ltd.

Address

Level 2/191 Malop St

Phone

+61 352225895

Company size

1-10 employees

Headquarters

Geelong, Victoria

Founded

2014

Amenities

Toilets

Open hours

...
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Heather Palmer

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!

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Janet Boland

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!