Index Wealth - Geelong

Index Wealth is a financial advisory firm that specialises in superannuation, retirement planning and insurance advice. The firm trades as KYCU Financial Planning Pty Ltd atf KYCU Financial Planning Trust and has offices in Geelong and Melbourne. Erol Doganay is the Managing Director. Agim Hajdari, Oscar Doren and Richard Jewell are Partners/Specialist Financial Planners. Joshua Whelan and Mitchell Harrison are Senior Financial Planners. James Milic is a Specialist Financial Planner.

Brandon Foster, Jack Peacock and Penelope Compton are Financial Planners. Agim Hajdari holds a Bachelor of Business, an Advanced Diploma of Financial Services and a Diploma of Financial Planning. Brandon Foster holds a Bachelor's degree, a Graduate Diploma and a Master's degree in Financial Planning. Mitchell Harrison is FASEA qualified and holds a Masters in Financial Planning, a Bachelor's in Law and a Bachelor's in Commerce. Penelope Compton is FASEA qualified and holds a Bachelor's in Commerce, majoring in Financial Planning and Finance.

First-home buyers and clients tidying up their retirement savings appear most often in accounts of this Geelong practice, with Mitchell Harrison, known as Mitch, joined by Michelle and Claire as the people customers name. Several describe setting up superannuation and cover after buying a first property as smooth, with meetings fitted around their own schedules. It is said repeatedly that Mitchell explains complicated financial matters plainly, takes time to build understanding and never applies pressure, so clients feel assured rather than hurried.

Bespoke superannuation strategies and retirement planning feature regularly, along with reviews of existing funds and arrangements for cover against illness or loss of income. A recurring theme is that the team manages the paperwork and puts the agreed strategy into effect, which customers say makes the whole exercise easy to follow. Prompt, thorough answers to questions stand out as another point that comes up. Clients report feeling supported throughout and note that their long-term interests came first, and many intend to keep working with Mitchell towards their financial goals.