Guiding You to Wealth and Security
Financial Advice Areas
Retirement Planning
Secure your financial future with personalised retirement strategies designed to help you achieve your specific goals. We work closely with you to create a roadmap that ensures you can enjoy the lifestyle you’ve always envisioned. Whether it’s traveling the world or spending time with family, our tailored approach will guide you every step of the way toward a comfortable and fulfilling retirement.
Superannuation
Maximise your superannuation with advice that’s tailored to your unique financial objectives. Our experts help you navigate the complexities of super, ensuring your investments align with your long-term goals. We’re dedicated to helping you make the right decisions with your superannuation, giving you confidence that your retirement savings are working hard for you.
Personal Insurances
Safeguard your future with customised insurance solutions that protect you and your loved ones. From life and income protection to trauma and permanent disability cover, we provide comprehensive advice to ensure you’re prepared for the unexpected. Our personalised approach means you can have peace of mind knowing your insurance aligns with your specific needs and circumstances.
Investments and Shares
Grow your wealth with strategic investment planning that reflects your risk tolerance and financial aspirations. Our tailored investment strategies focus on maximising returns while managing risk, helping you build a robust portfolio. Whether you’re a seasoned investor or just starting, our expertise will guide you in making informed decisions to secure your financial future.
Aged Care
Navigate the complexities of aged care planning with compassionate and informed advice. We understand the emotional and financial challenges that come with planning for aged care, and we’re here to support you and your family through every step. Our goal is to make the process as smooth as possible, ensuring that your loved ones receive the best care while preserving their financial wellbeing.
Self Managed Super Fund
Take control of your super with a Self Managed Super Fund (SMSF). Whether you want greater flexibility in your investment choices or the ability to directly manage your retirement savings, we provide expert advice to help you set up, manage, and grow your SMSF effectively. Our advice incorporates compliance, investment strategies and tax considerations. Additionally we partner with other experts in our network to guide you through the entire process, ensuring your fund is structured for long-term success.
Advice Warning
The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. We strongly recommend that investors consult a financial adviser prior to making any investment decision.
The contents of the barwonfinance.com.au website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions.
The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation.
You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.
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In person meetings in Geelong
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