About Us

Our Team

Financial Adviser

GEELONG

Financial Adviser

GEELONG

Financial Adviser

GEELONG

Financial Adviser

GEELONG

Financial Adviser

GEELONG

Associate Adviser

GEELONG

Financial Adviser

WEST GIPPSLAND

“Client First” approach. Best practice mindset. Create teams that think, act and interact in an environment of recognition and positive influence.

Our Team

Planwell has offices throughout Victoria

Financial Adviser

GEELONG

Financial Adviser

GEELONG

Financial Adviser

GEELONG

Financial Adviser

GEELONG

Financial Adviser

GEELONG

Associate Adviser

GEELONG

Financial Adviser

WEST GIPPSLAND

“Client First” approach. Best practice mindset. Create teams that think, act and interact in an environment of recognition and positive influence.

Our Business

Our History

Having traded as two separate Geelong businesses since 1989, the two foundation partners amalgamated their respective entities in early 1997 and Planwell Financial Group was established.

This new entity incorporated an innovative business model to encourage new advisers, staff and other businesses to join in the vision of establishing a financial services distribution network throughout Victoria.

This business model has seen Planwell establish a progressive and sustainable foundation on which the business will continue to prosper and grow.
Planwell is committed to expanding their advice network throughout Victoria, providing quality advice to clients and rewarding careers for all advisers and staff who choose to share in this exciting financial journey.

Our Beliefs

Planwell Financial Group believes:

  • People are more likely to achieve their financial objectives after receiving professional advice
  • Professional advice will ensure superior outcomes over time
  • People will have peace-of-mind knowing a professional adviser is overseeing their financial affairs and sharing their financial journey
  • Long-term relationships are an essential part of delivering personalised financial solutions

Our Values

  • Professionalism
  • Confidentiality
  • Empathy
  • Excellence
  • Creativity
  • Integrity

Our values are fundamental in enabling us to build long and trusting relationships with our clients. They serve as a guide to inspire and motivate our advisers and staff in the actions they take and the decisions they make.

Our Partners

Planwell has strong working relationships with trusted specialists in mortgage broking, general insurance, law, property and accounting to ensure that we provide a broad range of services to our clients.

Our Vision

Our vision is to maintain a vibrant financial advice business that consistently creates ideas and opportunities that can make a difference in the lives of our clients.

Our Vision

To maintain a vibrant financial advice business that consistently delivers value to our clients through quality advice, considered solutions and timely service in an enthusiastic and uncomplicated manner.

Planwell is a Certified Quality Advice Practice.

Certification is based upon industry qualifications, demonstrated by best practice operations

and proven success in meeting the financial planning needs of clients.

Want to know more about what makes us a Certified Quality Advice Practice?

Careers

Why consider a career in financial planning?

Working in financial planning offers:

  • Great career opportunities in a range of jobs
  • Helping Australians achieve their financial goals
  • Allows interaction with people on a daily basis
  • Challenging and varied
  • Personal & professional growth

What jobs are available in financial planning?

Financial planning is a rewarding industry offering a range of career pathways:

  • Financial Adviser
  • Paraplanner – Prepares Financial Plans
  • Customer Service
  • Administration

Planwell has representative offices across regional Victoria and we are continuing to grow that presence. This creates career opportunities across the state for people starting their careers, graduates, and experienced people.

Want to find out more about working at Planwell? Enquire about any available positions by calling us on (03) 5225 5900.

In the Community

At Planwell we are dedicated to helping the community that supports us. Planwell is proud to support the following organisations:

proudly supporting

Contact Us

To make sure that you are put in contact with the correct people, please choose from one of our offices below to make contact:

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