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 & 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 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.
 

Our Culture

To promote and encourage collaboration in a team environment whereby loyalty is earned and quality performance is recognised and rewarded.
 

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.
 

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?
 

Our Partners

Planwell also operates accounting & salary packaging businesses. These wholly owned subsidiaries along with strong working relationships with a mortgage broker, general insurer and property consultants ensure that Planwell can offer a broad range of solutions to you.