.

Welcome to Muirfield Financial Services

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

Muirfield Financial Services offers a wide range of advisory services to our clients including:

  • Financial planning and investment strategies
  • Superannuation analysis, advice and management
  • Salary packaging
  • Retirement planning and management
  • Centrelink advice
  • Corporate and client seminars
  • Tax planning strategies
  • Residential aged care advice
  • Risk management

Latest News

22 June 2009

NAB buys Aviva's wealth management arm

National Australia Bank will become Australia's largest life insurer and investment platform manager after buying Aviva Australia.  For investors, this will mean business as usual and no change to operations is expected.   To read more click on the following link:      

» Click here to view an article outlining the Aviva sale

 

Bushfire Donation:  On behalf of our clients and staff, Muirfield Financial Services made a donation to the Red Cross Victorian Bushfires Appeal 2009.  Summary of Appeal