Barwon Financial Planning - Geelong, Victoria

Barwon Financial Planning

Address: Level 2/191 Malop St, Geelong VIC 3220, Australia.

Phone: 352225895.

Website: barwonfinancialplanning.com.au.

Especialidades

Financial consultant, Insurance broker, Insurance company, Investment service, Stock broker, Superannuation consultant.

Características

Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet.

Otras características

Appointments recommended.

Opiniones

This company has 6 reviews on Google My Business.

The average opinion is 4.3/5.

Customers appreciate the free advice given over the phone and the courteous service.

The company has a wheelchair-accessible facility, making it accessible to people with disabilities.

Recomendación

For those seeking financial planning services, Barwon Financial Planning is a reliable option.

The company's expertise in insurance, investment, and superannuation makes it an ideal choice for individuals and businesses.

Appointing an appointment is recommended for more complex needs, ensuring personalized attention and guidance.

👍 Reviews of Barwon Financial Planning

Sally Y.

5/5

Gave some good, free advice over the phone, and explained something that had been beyond my comprehension up til then, without the need to book an appointment. Of course, if your needs are more complex, you would need to book an appointment. Very courteous as well

PC

1/5

I followed up on a new client form I sent weeks ago, and was told by reception I don't make enough money for them to help me. I told them I had a disability and needed help sorting through finances but the reception was firm that they won't help me as I only make $67k.

Heather P.

5/5

Barwon Financial Planning have looked after my finances for many years.
They are very efficient, professional and are always ready to help me with my queries and future planning. My retirement funds are in a much better position since they have been my advisors. Especially taking into account that I arrived in Australia in my forties with minimum savings!

Teang S.

5/5

They were great, very helpful. Helped us with our retirement planning.

Marcy Q.

5/5

Friendly staff and very helpful.

Adam W.

5/5

Great team. Thank you.