Geelong Financial Planning

Are you looking for a financial adviser with proven results to assist with your retirement planning and overall financial position?

Muirfield Financial Services are Geelong’s #1 experts in helping people just like yourself gain more financial security and certainty of their future with integrated retirement advice, estate planning, lending, aged care, salary packaging and broader financial planning advice.  See our many testimonials for proof our advice actually works!

Get started now by taking advantage of our online offer for your free financial planning appointment.  You’ll learn from a Certified Financial Planner professional how to appropriately structure your investments, ensure your loans are appropriate for you, explore the property buying process, plan your retirement, maximise your Centrelink entitlements and take the confusion and worry out of your financial future.

We care more about your retirement.

 Who Are We?

Muirfield Financial Services is a Geelong based financial planning firm, driven towards helping you achieve your financial goals and lifestyle objectives.

• Strategic financial advice
• Active portfolio management
• Cash flow planning
• Retirement income planning
• Tax planning
• Risk management and asset protection
• Estate planning
• Insurance
• Centrelink advice
• Asset allocation strategies reflecting your goals
• Investment review, planning and management
• Home loans and lending advice
• Aged care advice

We have been financial planning for our clients since 1989.

The technical knowledge, accuracy and personal focus of our Certified Financial Planners is backed up with independent research and is enriched by the friendly, prompt and high quality service of our staff.

Muirfield Financial Services is a Principal Member of the Financial Planning Association, holds an Australian Financial Services Licence and is independently owned and operated.

2013 Autumn eNews

Technology – You are never too old!

In this day and age we find most clients now have internet access and can regularly monitor their investment and superannuation portfolios.

We have clients in their 90′s, who use the computer to regularly communicate with others including their grandchildren.

From a business perspective, it has also made communication to our clients more efficient. In the past a client letter could be posted and take a week for them to receive a reply via the post. We now strive to achieve same day replies to client email communications.

We recently placed ‘iPads’ in our reception for client use and it was interesting to see a 75 year old lady, whilst waiting in reception, use our iPad to go online and get her bank balance prior to her appointment.

Times are changing rapidly and most seem to be embracing this. Jump on the bandwagon or give us a call to see if we can bring you on board.