GL Financial Planning

GL Financial Planning is a financial advice firm based in Geelong, founded in 2002 by Shane Coutts. The firm operates under the legal entity Geelong Lifestyle Financial Planning Pty Ltd and is a Corporate Authorised Representative of Bombora Advice Pty Ltd, which is its licensee. Shane Coutts is the Managing Principal and Senior Financial Adviser and has over 35 years in financial planning; the firm has been delivering financial guidance for over 35 years. Sam Coutts is a Financial Adviser. Jared Persic is a Paraplanner.

Rhiannon Teichert is the Client Services Coordinator. Marvin Bautista is an Advice Implementation Specialist. Jessyl Espinosa is a Client Services Administrator. Rose Graham is the Business Administrator and has been with the firm for over 10 years. The firm serves clients in Geelong and works with individuals, families, and businesses. It provides financial advice in superannuation, retirement planning, insurance solutions, wealth creation, estate planning, social security, and taxation advice.

Knowledgeable, personable guidance stands out as the quality clients return to when describing their experience with this Geelong practice. Various customers describe long-standing relationships spanning many years, including some who have followed the firm since before it traded under its current name, and they credit that consistency for their continued confidence. The office staff, among them Nathan, Noah, Marvin and Sam, come in for frequent praise for being helpful and professional, while Shane is repeatedly named for explaining strategies in plain terms and for taking the time to understand individual goals and circumstances.

A theme running through the feedback is the practice of putting client needs first, particularly in wealth creation and retirement planning, and of setting out options without pressure so that decisions rest with the client. Reviewers also mention prompt service and an unhurried manner during consultations, with questions welcomed and answered thoroughly. Long-term clients speak of peace of mind, of having their financial affairs looked after, and of never feeling rushed when seeking clarification. The warmth of the team, combined with clear explanations and dependable follow-through, shapes how clients describe their dealings with the practice.