Barwon Financial Planning

Barwon Financial Planning is a financial planning firm based in Geelong. Barwon Financial Planning Pty Ltd and its advisers are authorised representatives of Fortnum Private Wealth Ltd. Barwon Financial Planning is a principal practice of Fortnum Private Wealth.

Damian Christou is named in connection with Barwon Financial Planning. Barwon Financial Planning provides non-bank aligned financial advice. The first meeting with Barwon Financial Planning is at no charge. Barwon Financial Planning's services cover investments and wealth building, lump sum payments, and retirement planning.

Barwon Financial Planning is described by those who have dealt with the firm as efficient, professional and consistently ready to assist with queries and forward planning. A theme running through the feedback is retirement planning, with customers noting the difference that sound advice has made to their long-term position. The team's willingness to explain matters that had previously seemed complicated comes up as a particular strength, including instances where useful guidance was provided over the phone without requiring an appointment, while more involved needs were handled through a fuller engagement.

Courteous treatment and a helpful manner are mentioned time and again, and several reviewers describe being looked after across a number of years rather than for a single transaction. The planning work is spoken of as having a tangible effect on retirement savings, which customers attribute to the advice they received. Friendly service, patience in answering questions and a steady hand with finances are the qualities that recur most often, and it is this combination of approachability and technical guidance that the accounts return to, with retirement planning the area clients most frequently single out.