Lifestyle & Retirement Planning

Other companies in Newtown

Description

Your Financial Plan is an independently owned Geelong-based financial planning practice that provides financial advice and wealth-management solutions for those seeking to accumulate and protect wealth. Because we are independent of any financial institution, our advice is completely objective and our choices of planning strategies and financial instruments are unlimited. The firm was founded in Geelong in 2004 by director and financial planner Andrew Garrigan after he had spent years refining his knowledge and skills in financial planning in Melbourne. Andrew’s main aim is to help clients make smart decisions about how they structure their finances, invest, manage risk and pass on their wealth .
Andrew’s academic qualifications further illustrate his thorough knowledge of, and commitment to, the financial advice industry. Diploma of Financial Planning Certified Financial Planner Diploma Finance and Mortgage Broking Professional Certificate in Self-Managed Super Funds Masters in Personal Financial Planning Masters in Applied Finance Andrew is a member of the Financial Planning Association and the Mortgage & Finance Australia Association . Your Financial Plan clients mainly reside in the greater Geelong region, throughout the Bellarine Peninsula and across Melbourne and we also look after clients across Australia as well as expatriates overseas.
As your trusted financial advisor we will work with you to develop and refine strategies to help grow and protect your wealth so you can lead the lifestyle you desire. Whether you are building or preserving wealth, we recognise the importance of having an advisor who is knowledgeable, experienced and, above all, objective. For truly objective and targeted financial advice, contact us here at Your Financial Plan.

Keywords: Financial Planning, Financial Planning Services, Superannuation, Retirement Planning, Rollover, Salary Packaging, Managed Funds, Debt Management, Insurance, Home Loans, Free Consultations, Investments, Independently Owned, Inco