Our Advice & Ongoing Service
Our Advice & Ongoing Service
At Geelong Financial Group Planning, we tailor financial advice for the individual, family or business. To put in place a Financial Plan just for you – we need to get to know and understand:
- Your lifestyle and financial goals
- What and who is important to you
- Where you stand financially
- What you want your money to do for you
With this information we can create a clear vision for your financial future. Building and protecting your wealth is our primary concern.
Importantly, our initial advice isn’t a ‘set and forget’ service. Instead we offer you regular financial mentoring and ongoing guidance – in all aspects of your personal finances – to set you, and keep you, on the path to financial wellbeing.
Our ongoing service provides the accountability and monitoring to make sure you stay on course to a better financial future.