3 Best Financial Services in Geelong

Here’s The Deal:
Burke Britton Financial Partners boasts a team of expert financial advisers who provide comprehensive financial planning advice. With a collective advisory experience exceeding 100 years, they excel in simplifying the complexities of financial planning. As the principal director and founder of Burke Britton Financial Partners, Peter has been offering financial planning services since 1996, specializing in advising clients across various wealth levels. The firm is supported by a team of advisory and support staff comprising educated, experienced, and open-minded professionals. They collaborate with clients to create, protect, and manage their wealth. The Burke Britton Financial Partners team is passionate about assisting businesses and individuals in achieving their financial and lifestyle goals. The firm's commitment extends to building enduring partnerships with clients, aiding them in the long-term process of building, protecting, and managing wealth for themselves and their families. With a focus on attentive listening, understanding, and genuine care for clients' concerns, the team provides individualized service. Their highly qualified Financial Advisers possess the knowledge and experience to address all significant financial matters. Burke Britton Financial Partners goes the extra mile to accommodate clients by offering after-hours appointments, remote advice, and the flexibility of workplace and home visits. The firm's holistic approach and client-centric services underscore its dedication to helping clients navigate and succeed in their financial journeys.

UNIQUE FACTS:
• Initial Appointment Available.
• Online Appointments.
• On-site Services.
• Exceptional Personal Service.
• Ongoing Support.
• Knowledge And Experience.
• A Holistic Approach.

Here’s The Deal:
Cloud Financial Planning, located in Highton, is a financial consultancy firm that offers advice on retirement and working life in Geelong and Ballarat. Shaun Liddicoat serves as the financial planner at Cloud Financial Planning, driven by the belief that all Australians should have access to high-quality financial advice, free from the influence of product providers. Shaun provides a convenient online meeting service for clients who prefer virtual consultations or cannot meet in person. Cloud Financial Planning is dedicated to guiding clients in achieving their financial goals through genuine and trustworthy advice. The firm tailor's rational investment plans to individual circumstances without product alliances or pushy sales tactics. Cloud Financial Planning is committed to facilitating a smooth retirement journey for clients, guided by their experience and academic qualifications. Their approach aims to instill confidence about the future, and they take pride in listening to clients' financial and life goals in retirement. The firm's dedication is evident in its mission to provide reliable and client-focused financial planning services.

UNIQUE FACTS:
• Free Initial Appointment.
• On-site Services.
• Online Appointments.
• Genuine, Trustworthy Advice.
• Regular Communication.
• Easy Phone Access.

Here’s The Deal:
Geelong Financial Group provides comprehensive financial services, all conveniently available under one roof. Simon Sutterby serves as the Managing Director, overseeing a team that caters to the needs of individuals, families, and small businesses. With access to a network of over 20 lenders, the firm excels in alleviating the stress of buying investment properties. Boasting a team of qualified and industry-approved professionals specializing in various finance areas, Geelong Financial Group is a one-stop destination for diverse financial needs. The firm is committed to educating clients and equipping them with the tools for financial growth. Putting clients' interests first is fundamental, ensuring they receive the best-case scenario tailored to their unique situations. Understanding clients' specific needs and goals, Geelong Financial Group aims to guide them in the right direction. As brokers, the team prioritises clients' interests, securing scenarios that best suit their financial situations. The ultimate goal is to assist clients in building and safeguarding their wealth, and as advisers, the firm ensures that clients receive the best advice for their current circumstances.

UNIQUE FACTS:
• Complementary Initial Consultation.
• Qualified & Industry Accredited Professionals.
• Tailored Financial Advice.