Muirfield Financial Services Geelong
About the company
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Having no idea, and wary about losing a life time of Super. I made an appointment to speak with Martin Allison at Muirfield's. At 67 I didn't need the stress or the BS when It came to setting "Everything Up". Muirfield's did exactly that? Highly recommend
We had an appointment with Muirfield Financial Services Geelong today and found them excellent with their advice. They gave us plenty of time to go over everything and to answer our questions. They are very knowlegeable and helpful with finance.
My experiences with Tamara have been outstanding. Her knowledge and understanding of my situation instilled confidence in me that I have made the correct decision in using Muirfield going forward. And she's a very nice person
When my partner and I first met with Martin and Matthew at Muirfield Financial Services, we were immediately impressed by their professionalism and depth of knowledge in the field of retirement planning. They took the time to listen to our concerns and goals, and then crafted a tailored financial plan that addressed our specific needs. Thanks to the guidance of Martin and Matthew, we were able to streamline our finances and develop a robust financial plan that has exceeded our expectations. What could have been a daunting and overwhelming decision turned out to be a surprisingly enjoyable experience. I cannot recommend Martin and Matthew from Muirfield Financial Services highly enough for anyone considering retirement planning. Their professionalism, expertise, and personalized attention set them apart in the industry, making the process not only manageable but also enjoyable.
Tamara & the team at Muirfield Financial Services have been extremely professional in providing financial support to us over the last eight years. From "Road to retirement" to pension phase , their expertise & advise has been exceptional. We highly recommend their services. Chris and Sally
My husband and I met with Sam and Dee yesterday to discuss our future retirement plans. We were thrilled with the friendliness. knowledge, professionalism and thoroughness of the advice given and will definitely continue our relationship with this wonderful business going forward. We would also like to thank Jack Lever from Aussiewide Financial Services (who assisted us with a mortgage application for our investment property) for recommending Sam as a Financial advisor. We would highly recommend these companies.
We visited Muirfield FSG in June. We were very impressed. They are efficient and have thorough processes in place. Initially they establish our financial needs, then ensured we were adequately prepared for the in person appointment. Courtney and Steve were professional, very friendly and easy to communicate with. We were impressed by their enthusiasm and passion. We felt confident in their experience which reassured us and enabled us to trust the advice. At all times it was clear that it was our financial plan and our choices and decisions to make as we work towards retirement. We went away with great advice and have already successfully implemented all the financial strategies. Also great location and aesthetic environment. We will be back.
Financial advisers & planners in Geelong compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Geelong are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Burke Britton Financial Partners | ★ 5,0 | 146 | No |
| 2 | Index Wealth - Geelong | ★ 5,0 | 71 | No |
| 3 | Community Chapman Welsh | ★ 5,0 | 47 | No |
| 4 | Muirfield Financial Services Geelong (this page) | ★ 5,0 | 41 | No |
| 5 | Super Focus | ★ 5,0 | 17 | No |
