Geelong Wealth Advisers - Financial Planner in Geelong - Geelong, Victoria

Geelong Wealth Advisers - Financial Planner in Geelong

Geelong Wealth Advisers is a renowned financial planning firm located at 23 Shop 3 Ground Floor 23/31 Gheringhap St, Geelong VIC 3220, Australia. They specialize in providing comprehensive financial solutions to individuals and businesses in the Geelong area. With a strong commitment to customer satisfaction, Geelong Wealth Advisers has earned a stellar reputation for delivering exceptional service and personalized advice.

Specializations

• Financial planner
• Finance broker
• Financial consultant
• Mortgage broker
• Property investment company
• Superannuation consultant

Additional Services

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Geelong Wealth Advisers has received rave reviews from satisfied clients, with an impressive average rating of 5/5 based on 6 reviews on Google My Business. Clients commend the firm's knowledgeable and honest advisors, who prioritize their customers' needs and provide comprehensive planning and insurance services. The firm's commitment to excellence is evident in its dedication to accessibility, as it offers wheelchair-friendly facilities and services.

Brendan, a key advisor at Geelong Wealth Advisers, has been praised for his extensive knowledge, honesty, and customer-centric approach. Clients appreciate Brendan's assistance with personal and business financial planning and insurance requirements, as well as his help in navigating superannuation and future financial commitments. Brendan's exceptional service and understanding of clients' needs have earned him high recommendations from numerous satisfied customers.

👍 Reviews of Geelong Wealth Advisers - Financial Planner in Geelong

Jennie N.

5/5

Could not fault Brendan at all. His knowledge, his honesty and obvious need to put the customer first is second to none. Highly recommend!

Shane M.

5/5

Brendan has been a great assistance with all the planning and insurance requirement over the years for both personal and business.

deanna K.

5/5

I can't thank Brendan enough for his assistance today. He is very knowledgeable and helpful and I highly recommend his service!

Antoinette B.

5/5

Thank you Brendan for your service and total understanding of our needs and requirements and set us on the right path with our superannuation and future financial commitments.

Mandy M.

5/5

Brendan is a great networker who offers sound advice.

Chris C.

5/5

Excellent adviser, highly recommend!