Transparent. Tailored. Trusted.
Welcome to Barwon Financial Planning, your trusted partners in achieving financial security. We are a team of experienced and passionate financial planners based in Geelong, Victoria, servicing clients across Australia. With over (X years) of combined experience, we have developed a proven track record of helping individuals and families achieve their financial goals through tailored financial plans.
Wealth Creation
We guide you in building wealth through strategic investment, property planning, and asset allocation.
Wealth Protection
We help secure your financial future through risk mitigation strategies, insurance planning, and estate planning.
Retirement Planning
We develop comprehensive plans to ensure a comfortable and financially secure retirement, considering your unique circumstances and aspirations.
Home Loans & Refinancing
We assist you in navigating the home loan landscape, offering guidance on securing a competitive mortgage and refinancing options.
Optimising Centrelink
We can help you maximize your Centrelink entitlements and navigate the application process with ease.
Our Values
- Transparency: We believe in open and clear communication, providing you with clear explanations and straightforward information about your financial plan.
- Tailored Solutions: We take the time to understand your individual needs, goals, and financial situation to create a plan that is unique to you.
- Trustworthiness: We hold ourselves to the highest ethical standards, ensuring your personal and financial information is kept secure.
Our Services & Resources
We offer a comprehensive range of services to empower you to manage your finances and achieve your financial goals. Additionally, we provide access to valuable resources like calculators, educational materials, and newsletters to help you make informed financial decisions.
Our Commitment
At Barwon Financial Planning, we are committed to working collaboratively with you to achieve your financial aspirations. We are dedicated to your success and will guide you through every step of the process, ensuring you feel empowered and confident about your financial future.
Overall Feedback
The reviews for Barwon Financial Planning are mixed, with some clients expressing satisfaction with their services and others experiencing disappointing interactions.
Helpful and Professional
Several clients praised the financial planners for their helpfulness and professionalism. Teang Sir and Janet Boland both mentioned that the planners were great and very helpful, with Teang specifically noting that they helped with retirement planning. Sally Young appreciated the free advice she received over the phone, which helped clarify complex financial concepts. Heather Palmer has been a client for many years and has been impressed with the planners' efficiency, professionalism, and ability to help her manage her finances.
Negative Experiences
However, one client had a less positive experience. Pc was disappointed when the planners told him they wouldn't help him with his finances because he made too little money, despite explaining that he had a disability and needed assistance.
Conclusion
While some clients had excellent experiences with Barwon Financial Planning, others were not as satisfied. The planners' helpfulness and professionalism were consistently praised, but there were also concerns about exclusivity and a lack of willingness to help certain clients.
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