Are you aged 55+ and a little overwhelmed when it comes to retirement planning?
Muirfield Financial Services has been helping pre-retirees gain financial security and more certainty over their financial future for three decades now.
Our focus is delivering high-quality, easy-to-understand financial advice.
By 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’ve helped multiple families and individuals from Geelong and the Surf Coast region make informed choices about their financial futures. These clients continue to benefit from ongoing advice.
But the major benefit? Our clients now have the freedom to enjoy their hard-earned retirement with less stress.
And we’re proud to say we were one of the first financial planning practices in Victoria recognised as a Professional Practice by the Financial Planners Association of Australia (FPA).
Being an FPA Professional Practice sets Muirfield apart as a leader and role model for financial planning in your community.
Are we right for you?
If you’ve come this far, you already know getting the right advice is essential. Perhaps you’re just looking for the right team to guide you? Well, we can tell you we’ve built our business on long-term relationships with these core principles as a foundation:
- Service: We guarantee you’ll get a dedicated adviser who is easy to reach and returns your calls or emails.
- Simplicity: You’ll get clear advice and simple instructions from us without the fuss.
- Understanding: We’ll do the hard work building strategies tailored to your needs.
- Clarity: We ensure zero jargon or intervention from big banks or financial institutions.
- Trust: Take comfort knowing you can rely on trusted experts to do the right thing and always put your interests first.
- Awareness: Be better informed and know all your options before making any long-term commitments.
If this sounds like the type of service you’re looking for from a financial adviser, then we’d love to hear from you.
Schedule a friendly chat with one of our trusted advisers to see if our service offering might be a good fit for your current financial needs.
Call us 03 5224 2700 or email our administration team at email@example.com.
We look forward to chatting with you.
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."
"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