Planwell Financial Group is one of Victoria’s leading financial planning businesses. Our head office in Geelong was established in 1997, and from there we have expanded across Metropolitan Melbourne and throughout regional Victoria. Our slogan “Planwell – for life”, our poster series and video, represent how we can guide you through your financial journey. We think our approach and service is quite unique in today’s advice world, and we hope you take the time to check it out.
In choosing us to share your financial journey; we will…
The personal service is excellent – friendly and professional.
The service is relaxed and professional. Planwell's knowledge of our lives and family situation shows us that they care about our needs.
When dealing with Planwell, you are made to feel that you are the most important client, or in fact the only client. I could not be happier with their service.
The team is very professional, yet interested in the personal side of life. They know all family members by name and relate to the responsibilities I have.
To make sure that you are put in contact with the correct people, please choose from one of our offices below to make contact: