Connect with Top-Rated Financial Planners in Geelong!

Muirfield Financial Services is a family-owned business providing personalized financial advice to individuals and families in Geelong and the Surf Coast region. With over three decades of experience, our team of certified financial planners specializes in superannuation and retirement planning, Centrelink advice, aged care planning, investment strategies, mortgage advice, and redundancy advice.

Shakespeare Rae offers a full range of financial services, including business consulting, accounting and taxation, XERO and cloud financial planning, and more. We are committed to providing more personal service to our valued clients, partnering with individuals and business owners to nurture and achieve their goals.

Capstone Financial Planning is a leading, national privately owned licensee with a complete range of back office support services to help financial advisers and accountants grow their businesses. Our comprehensive support structure includes professional standards, marketing and communications, practice efficiency and coaching, ongoing extensive professional development and training, and tailored technology support. With four levels of authorisation to choose from, we cater to the unique needs of each business, providing exceptional service and support to help our clients succeed.

Barwon Financial Planning is a specialist financial planning firm based in Geelong, Victoria. We provide expert advice on wealth creation, retirement planning, superannuation, and more. Our team of experienced financial planners will work with you to create a tailored plan to achieve your financial goals. From investment strategies to estate planning, we'll help you make informed decisions about your financial future. Whether you're just starting out or nearing retirement, we're here to help you achieve financial freedom.

Apt Wealth Partners is a national financial planning firm that prides itself on delivering exceptional financial advice and personalized service to its clients. With a team of experienced professionals, we help individuals and families achieve their financial goals, manage their wealth, and plan for their future. Our services include superannuation and investments, self-managed superannuation funds, property, financial planning, wealth protection, estate planning, and more. By combining years of combined experience and a client-centric approach, we empower our clients to take control of their financial destiny and live the life they want. Whether you're looking to build a retirement nest egg, navigate a major life transition, or simply achieve financial stability, our expert advisors are here to guide you every step of the way.

SGA Private Wealth Management is a financial advisory practice based in Geelong, offering expert guidance on wealth creation, management, and protection, as well as self-managed superannuation funds. Our team of experienced financial planners and SMSF specialists provide personalized advice to help individuals and families achieve financial confidence and security.