ThreeBestRated.com.au
BEST RATED GEELONG VIC FINANCIAL SERVICES

3 Best Financial Services in Geelong VIC

Expert recommended Top 3 Financial Services in Geelong VIC. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

Burke Britton Financial Partners
Burke Britton Financial Partners
Burke Britton Financial Partners
Geelong Financial Services Burke Britton Financial Partners video
9+ YEARS IN TBR
CALL CONTACT

BURKE BRITTON FINANCIAL PARTNERS

(4.8 Score)
Level 1, 240 Pakington Street, Geelong West,
Geelong VIC 3218 Directions

Since 2001

Specialty:

✓ Superannuation ✓ Retirement Planning ✓ Investments ✓ Investment Portfolios (SMAs) ✓ Wealth Protection ✓ Self Managed Superannuation ✓ Debt Management ✓ Estate Planning

“Burke Britton Financial Partners has a team of advisory and support staff and educated, experienced, and open-minded professionals who work with you to successfully create, protect, and manage your wealth. Jay Burke and Ben Kemp are the Certified Financial Planners of the firm. Delta Smith is the Financial Planner of the firm. They aim to build long-term partnerships with their clients and assist them in managing their wealth and lifestyle for themselves and their families. They develop tailored step-by-step financial strategies and help you make informed decisions about your money. You can contact them to book an appointment.”

Reviews | Play Video | Write a Review
Practice of the Year Award by Astrum Awards in 2023
License ABN 67 097 381 523 | #232706

Contact:

03 5221 7700

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Cloud Financial Planning
Cloud Financial Planning
Geelong Financial Services Cloud Financial Planning video
6+ YEARS IN TBR
CALL CONTACT

CLOUD FINANCIAL PLANNING

(4.8 Score)
1/2a Belle Vue Avenue, Highton,
Geelong VIC 3216 Directions

Since 2000

Specialty:

✓ Investment Advice ✓ Superannuation Advice ✓ Financial Planning

“Cloud Financial Planning guides you in achieving your financial goals with genuine and trustworthy advice. Shaun Liddicoat is a qualified financial planner in Cloud Financial Planning. He believes all Australians should have the ability to obtain financial advice that is of high quality. Shaun also offers an online meeting service for those who cannot meet in person. Cloud Financial Planning develops rational investment plans tailored to your circumstances based on your goals. They don't have product alliances and are not pushy sales agents. They develop rational investment plans based on your goals. They offer a personalised journey into retirement.

2025 Update: The firm has a branch in Essendon.”

Reviews | Play Video | Write a Review
License ABN 32 206 837 858 | #519744

Contact:

03 5215 0400

Mon-Fri: 8am - 8pm
Sat & Sun: Closed

TBR® Inspection Report:

Geelong Financial Group
Geelong Financial Group
Geelong Financial Group
Geelong Financial Services Geelong Financial Group video
6+ YEARS IN TBR
CALL CONTACT

GEELONG FINANCIAL GROUP

(4.8 Score)
259 Latrobe Terrace,
Geelong VIC 3220 Directions

Since 2001

Specialty:

✓ Home Loans ✓ Refinancing Existing Loans ✓ Building Residential Investment Property Portfolios ✓ Commercial and Practice Loans ✓ Vehicle Loans ✓ Self-Managed Super Fund (SMSF) Loans ✓ Financial Planning

“Geelong Financial Group provides comprehensive financial services and endeavours to take the stress out of purchasing a property, whether you are a first-time home buyer, investor, or business owner. Simon Sutterby is a managing director at Geelong Financial Group. He has continued to build the business, offering quality service and knowledge in this field, and has introduced other skilled staff to assist with developing the business and client portfolios. Their goal is to help their clients build and protect their wealth. They, as advisers, will always put your interests first, ensuring you get the best advice for your current situation.

2025 Update: They have been providing financial solutions for Geelong and the Surf Coast for 25 years. They also offer a free, no-obligation quote.”

Reviews | Play Video | Write a Review
License ABN 78 205 908 423 | 376280

Contact:

03 5229 2048

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review for Geelong Financial Group

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines

Contact Business

BURKE BRITTON FINANCIAL PARTNERS REVIEWS

We have been working with Jay at Burke Britton for several years. From our very first meeting, Jay made us feel welcome and comfortable and took the time to understand our situation and needs. His advice has guided us through many financial decisions and helped us prepare for the future. We would absolutely recommend Jay and the Burke Britton team.

Working with Ben from Burke Britton Financial Partners to build a strong financial plan has been life changing. Ben makes it easy to plan for success in an realistic way. Highly recommend.

Great to deal with, very personable and responsive to individual needs.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.au.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

CLOUD FINANCIAL PLANNING REVIEWS

It took us many years to find a financial planner that we were happy with and more importantly we could trust . Since we have been with Shaun we have never looked back. I highly recommend Shaun to anyone.

Shaun is incredible - he almost goes through your life like a checklist, making sure the risk is minimal and manages your expectations beautifully. Never felt more at ease with my future - I would recommend Shaun to anyone.

We have been with Shaun at cloud financial now for 2 years and are very happy with what Shaun has been able to set up for us and his guidence into retirement very happy people. Thanks Shaun.

GEELONG FINANCIAL GROUP REVIEWS

Marika and her team are nothing short of wonderful! Marika is very thorough and makes you feel comfortable as soon as you meet her. She has given us the confidence and reassurance to upsize our home multiple times and is very honest with what we can afford. She has never pressured us and has always had our best interests at heart. They really do take the stress out of administrative side of having a home loan. I would highly recommend Geelong Financial Group.

Ben and his team are fantastic to deal with. From start to finish the process is seamless. We will only use Geelong Financial Group from now on!

Marika and everyone have always been very helpful and amazing to us. We highly recommend the Geelong Financial Group to anyone.

TBR® Inspection Score Report

BURKE BRITTON FINANCIAL PARTNERS Total Inspection Points: 116/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Experience: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CLOUD FINANCIAL PLANNING Total Inspection Points: 115/120
Business Images: 8
Business Hours: 9
Complete Info: 9
Experience: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

GEELONG FINANCIAL GROUP Total Inspection Points: 114/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Experience: 9
Legitimate Ratings: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10