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Muirfield Financial Services Geelong

Muirfield Financial Services Geelong

5.0(41 reviews)See reviews ↓·Geelong

About the company

Muirfield Financial Services is a financial advisory and planning practice based in Geelong, Victoria. The firm has over 30 years of experience and operates as a family-values business. It has been helping pre-retirees for three decades and was one of the first financial planning practices in Victoria recognised as a Professional Practice by the Financial Advice Association Australia (FAAA). Muirfield Financial Services serves clients from the Geelong and Surf Coast region. Its services include retirement, superannuation, Centrelink, aged care, investments, redundancy, and insurance.

Melinda Planken is the Managing Director. Matthew Torney and Andrew Torney are Directors. The team includes Certified Financial Planners® Chris Simm, Tamara Carman, Courtney Robinson, David Howie, Martin Allison, Matthew Baum, Zac Dodds, Max Grant, and Will Raleigh. Financial Planners are Rianna Jochum, Steve McCallum, and Lochie Hadley. Paraplanners are Kendall Windsor and Dearnah Kent, who is on maternity leave. Jane Linguey, Courtney Lockman, and Kylie Champion are Receptionists and Administration. Karyn Robinson is the Business Finance Manager.

What customers say

Based on genuine customer reviews

Retirement planning forms the core of the work described by clients of this Geelong practice, with advisers guiding people through the shift into pension phase and the years surrounding it. Martin and Matthew earn praise for their professional manner and depth of knowledge, while Tamara is credited with a clear grasp of individual circumstances that gives clients confidence they have made the right choice.

Chris supplies the personal touch that long-standing clients have come to rely on, Kieran is described as knowledgeable and pleasant to deal with, and David Howie is thanked for attention to detail and the peace of mind this brings. A detail many reviews return to is the generous time set aside to talk matters through and answer questions, with advice characterised as clear, practical and shaped around present and future needs.

The firm is described as a family business, and that character shows in the respect extended to clients, including those new to managing their own finances. A number of customers describe feeling able to make contact between yearly catch-ups, especially when markets move. Streamlining finances towards a stable retirement, superannuation processes and the steps into pension phase recur throughout the accounts, alongside tailored guidance on current needs and future goals.

Reviews

Reviews are taken from publicly available sources.

GF
Geoff Fulton25 April 2026

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

PW
Pamela Williams15 April 2026

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.

JM
Jason Moss27 February 2026

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

MT
Mark Tomkins3 November 2025

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.

SG
Sally Green13 October 2025

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

KS
Kirsten Stuart2 October 2025

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.

ME
Marieke Erkkila1 September 2025

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.

RankProviderRatingReviewsOpen Sat.
1Burke Britton Financial Partners★ 5,0146No
2Index Wealth - Geelong★ 5,071No
3Community Chapman Welsh★ 5,047No
4Muirfield Financial Services Geelong (this page)★ 5,041No
5Super Focus★ 5,017No
Contact
+61352242700www.muirfieldfs.com.au3/400 Pakington St, Newtown VIC 3220
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed