At Geelong Financial Group Planning we provide tailored financial advice to suit you

At Geelong Financial Group Planning we have been helping everyday Australian’s realise their financial potential since 2001.

Our goal is to help our clients build and protect their wealth. We, as advisers, will always put your interests first ensuring you get the best advice for your current situation.

Everyone is unique and requires a unique financial plan. Here at Geelong Financial Group Planning we will review your lifestyle and create a financial plan specifically suited to you. The financial plan will include financial strategies that will meet your goals, no matter what life stage you are in. 

Ready to take the next step? We offer a complementary initial consultation, so give us a call and let us help you take control of your financial future.

We offer financial planning and associated services through a partnership with Personal Financial Services. This alliance with Personal Financial Services ensures we have full access to the research, administration and other services that usually only a major financial institution can afford, while still allowing our practise to stay small enough to provide friendly and personal services to our clients.

What can we help you with?

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