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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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, when it may be most valuable, and how it can support more informed decisions as your circumstances evolve.
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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. In recent years, changes to Centrelink have had a meaningful impact on many Australians approaching or in retirement, often affecting entitlements and overall financial strategy.
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.
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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.