Index Wealth - Geelong - North Geelong, Victoria

Donna M.

A True Gem in Financial Advice

After securing our new home, we knew it was time to review our financial future. We feel incredibly fortunate to have Mitch from Index Wealth in our corner. From day one, Mitch has impressed us with his diligence and professionalism — he’s always on time, exceptionally well-prepared, and makes even the most complex financial matters easy to grasp.

What really sets Mitch apart, though, is his genuine care for our financial wellbeing. He takes the time to understand our goals, our lifestyle, and what truly matters to us — then tailors his advice to suit. There’s no jargon, no pushy sales talk — just clear, honest guidance delivered with a calm confidence that gives us complete peace of mind.

If you’re looking for a financial advisor who’s not only highly knowledgeable but also deeply caring and easy to work with, we couldn’t recommend Mitch at Index Wealth more highly.

Emily

I had an awesome experience with Mitch and Michelle from IndexWealth. They were not only able to provide me with so much knowledge on my super that I didn't know, but they broke it down for me so it was easy to understand. Mitch and Michelle were both super friendly and answered any questions I had with no problem at all, explaining until I fully understood. I'm really excited about my super now and how much I can do with it to benefit my future. Thank you to both Mitch and Michelle for all of your help and support!!

Jacqueline P.

Mitchell and Michelle have been absolutely amazing to deal with. I never gave much thought to Super, especially not nearing retirement age, however, they went through everything in such detail and provided so many options. Everything was presented with lots of information, but really easy to follow and absorb.

I never realised how Super Funds are important and some do perform a lot better than others, meaning more for retirement. Mitch and Michelle handled absolutely everything, kept me up to date and the whole process was easy and organised. I would recommend them to absolutely anyone who is thinking of reviewing their Super but not sure where to start. I will definitely keep using them and recommending to people.

Nathan E.

I had a great experience. I’ve consulted a few financial advisory services trying to get things right which had been tricky. I recently got in touch with Jack and he was fantastic. Really explained and simplified things for me. I’ve got a lot of confidence with these guys now - such a relief.

Katie S.

Penny Maddocks is an outstanding Financial Advisor. She explained basic financial, insurance and superannuation concepts to me clearly and concisely, with such a friendly manner. After speaking with her, I have so much more confidence to take financial steps in the future, now understanding how it may impact me. I can't wait for our next meeting, and to continue to feel in control of my future/super. Thank you Penny!

Arlynn L.

Mitchell at Index Wealth was recommended to me by a friend because I was in need of some solid financial advice. In a short period of time I am now feeling like I'm set up to keep investing in my own welfare. It's also worth mentioning Michelle, she did everything to keep me on track and updated throughout.

Gideon T.

Both my wife and I are very grateful for the assistance and support provided by IndeXwealth. This is after struggling to get proper financial advice from another company who claimed to provide financial planning.
We were walked through the process by Richard who helped us to make changes to all our policies including changing RA’s to a better performance company.
In the end we are better off as we saved money as we were paying to much.

Monica

Penny is amazing! My partner and I were well overdue for a super review and I'm so glad we did it. Penny was insightful, professional and has a great handle on financial future planning. Our superannuation is in a much healthier position thanks to her.