Financial Planner Geelong
Tailored. Transparent. Trusted.
Barwon Financial Planning is a Geelong financial planning firm dedicated to empowering clients on their journey to financial security and wealth accumulation.
We provide expert financial advice for investments and wealth building, lump sum payments and retirement planning.
Our experienced financial planners develop strategies tailored to each client's goals and circumstances, helping them build wealth and prepare for a comfortable retirement.
Our Services
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Investments & Wealth Building
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Lump Sum Payments
Inheritances
Redundancies
Workcover Claims
Insurance Payouts -
Retirement Planning
Financial Planning Guides And Resources
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2026 Financial Year Market Update
2026 market insights, key economic trends and important financial planning updates, including changes to superannuation, Payday Super, personal tax rates, capital gains tax and negative gearing.
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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.
In this guide, we explore the downsizer contribution scheme.
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Do I Need a Financial Planner?
Deciding whether to engage a financial planner often comes with a range of questions. When is the right time to seek advice? What does the process involve? And how relevant is it to your current stage of life?
This guide outlines what financial advice typically involves.
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Making Changes In Retirement
It’s never too late to review your financial position, particularly as rules and legislation continue to evolve.
This guide explores how these changes can influence your situation, and outlines the types of adjustments that may help you better structure your wealth and maximise your position over time.