Since 1997, Planwell’s success has been built on our commitment to building long-term relationships with our clients, staff and partners. By gaining a deep understanding of your needs over time, we deliver personalised financial solutions that are most effective for you.
Planwell has grown to become one of Geelong’s leading financial planning businesses. With a loyal and dedicated team throughout Victoria, we have also developed strong working relationships with trusted specialists in mortgage broking, general insurance, law, property and accounting.
This powerful network means we can offer a broad range of services to our clients.
Our Vision
Planwell has strong working relationships with trusted specialists in mortgage broking, general insurance, law, property and accounting to ensure that we provide a broad range of services to our clients.
Our Beliefs
- People are more likely to achieve their financial objectives after receiving professional advice
- Professional advice will ensure superior outcomes over time
- People will have peace-of-mind knowing a professional adviser is overseeing their financial affairs and sharing their financial journey
- Long-term relationships are an essential part of delivering personalised financial solutions
Our Values
- Professionalism
- Confidentiality
- Empathy
- Excellence
- Creativity
- Integrity
Planwell is a Certified Quality Advice Practice
Certification is based upon industry qualifications, demonstrated by best practice operations and proven success in meeting the financial planning needs of clients.