Financial Advisors Geelong
Having an experienced financial advisor on your side is invaluable. Our financial advisors in Geelong are here to help you achieve a secure financial future, build an impressive investment portfolio or help you enter the property market.
Find a financial advisor in Geelong to suit your needs
It’s time you get working on your financial goals
How important is superannuation?
Looking to start your investment journey?
Want to set up a budget and manage your cash flow?
Our most frequently asked questions
Financial planning isn’t only for those in the later stages of life – it’s for everyone. Our financial planners are here to set you up to achieve your financial goals and help you manage your money, whether you’re just starting your financial journey or heading towards retirement.
Checking your super is something you should get into the habit of checking regularly – not something that should be left until retirement to look at! Understanding how your super works is crucial, as growing your super is a multifaceted process that is based on factors such as:
- Which super fund you’re with
- The investment options available within that fund
- Fees you’re paying
- Potential tax benefits
- Any voluntary contributions you’re making
Our financial advisors are here to answer any questions about how you can grow or manage your fund.
We get this question a lot! Unfortunately, there’s no straightforward answer to this question. The stock and property markets are entirely different, each with its own set of pros and cons. While you may have heard that property investing is the ‘easier’ of the two, this isn’t necessarily true, as both require a solid foundation of understanding.
What’s best for you will depend on your financial goals and situation. Our team of financial advisors work with you to help bring your goals to life.
Work out where your money is going with our Budget Planner calculator. You can customise the item names and save your results.