About

Muirfield Financial Services

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Do you need a financial adviser that specialises in advice for over 55’s?

Unlike many large national advice firms, our business is wholly owned by advisers within the practice.  We provide personalised advice and service – the way it should be.   

For over 25 years Muirfield Financial Services has been helping people like yourself gain financial security and certainty over their future.  Our focus is to deliver quality and easy-to-understand financial advice.

In choosing to partner with Muirfield Financial Services you will gain access to a financial planning practice with a long history of professional advice, integrity and service.

We have helped families and individuals from the Geelong area make informed choices about their financial futures.   These clients continue to benefit from our ongoing relationship and advice and have the freedom to enjoy a life less stressful.

Muirfield Financial Services was one of the first financial planning practices in Victoria recognised as a Professional Practice by the Financial Planners Association of Australia (FPA).  Being a FPA Professional Practice sets Muirfield apart as a leader and role model for financial planning within the community.

Is Muirfield right for you?

Is Muirfield right for you?

If you’ve come this far, you already know getting the right advice is important — you’re just looking for the right team to partner with.  We see financial planning as a long-term relationship and believe that the best advice is built on:

 

  • Relationships:  You would like an adviser who knows who you are
  • Service:  You would like a dedicated adviser who is easy to reach, and returns your calls or emails
  • Simplicity: You appreciate simple and clear advice
  • Understanding: Ever-increasing complexity is making it difficult to know what strategies you should be utilising
  • Clarity:  You would prefer to work with a firm that is not owned by a bank or financial institution
  • Trust:  You want someone you can rely on to do the right thing and always put your interests first
  • Awareness:  you want to take control of your financial future and make better informed decisions

Does this sound like what you’re looking for?  We’d love to hear from you.

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What our clients say

What our clients say

"I don’t spend any time worrying about the stock market or the global financial situation or how they all impact on my future. I see that as Muirfield’s job. (Should something happen that I really need to know about, they’ll tell me). If that makes me an ostrich, so be it. But I’m a very happy ostrich!"

James and Catherine Bell

"We did a lot of homework on this before we decided on Muirfield.  The attention to detail and genuine interest in our retirement savings and ongoing financial future shown by Muirfield made it a very easy decision to make."

Lynne Malloch

"Our financial situation has gone from strength to strength as Hayden and his team have over the years helped evolve and refine our overall position. Any minor concerns or queries have always been dealt with by Muirfield promptly, professionally, and always in a friendly manner."

John & Rosemary Darby

"Having Muirfield on the job enables us to sleep at night without the worry of constantly monitoring the implications of changes in the financial markets and stock exchange."

Carmel and Brian Harris

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Charities we support

Charities we support