Financial Planner Geelong
Tailored. Transparent. Trusted.
Barwon Financial Planning is a non bank-aligned financial adviser in Geelong, providing clear, personalised advice to help you build, manage and protect your wealth.
We work with individuals and families across Geelong to create structured financial strategies for every stage of life, from growing wealth to planning for retirement with confidence.
Expert Financial Advice Built Around Your Goals
No two financial situations are the same. That’s why our advice is tailored to your goals, circumstances and stage of life.
We provide structured advice across wealth creation, wealth protection, retirement planning, self-managed superannuation and Centrelink strategies, giving you clarity and confidence in your next step.
Guides And Resources
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Shaping your financial future
Wondering if you need a financial planner? Not sure of what’s involved? Are you at the ‘right’ stage of your life to get advice on shaping your financial future? These are all common questions that require individual responses based on individual circumstances.
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Making Changes In Retirement
We find that its never too late to seek financial advice. We have many clients who turn to us because they have been impacted by changes to Centrelink legislation over the last few years. When we sit down together and review their situation, we can often provide expert financial advice that will recommend a few adjustments to their wealth position.
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The Downsizer Contribution Scheme Explained
As Australians approach retirement, many are seeking ways to optimise their financial situation and secure their future. One option that has gained traction in recent years is the downsizer contribution scheme.
In this guide, we explore what downsizer contributions are, the relevant legislation, and share two case studies demonstrating how we can assist clients in this area.