Planwell Financial Group

Planwell Financial Group is one of the largest privately owned financial planning practices in Victoria. With 17 advisors across our 10 offices, we are dedicated to developing long term relationships with our clients by providing high quality strategic advice in a timely manner.

Established in 1996 in Geelong, we quickly came to realise that our expertise and style of doing business was attractive to clients across the state. We have since opened 9 other offices across Victoria which has allowed us to deliver our services and expertise to clients statewide. We are 100% privately owned by the Financial Planners and staff who provide our clients with exceptional ongoing service and advice.

What is a Certified Quality Advice Practice?

Our Locations

Geelong - Headquarters

35 Myers St
Geelong, 3220
(03) 5222 2577

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Cobram

Brent Court
Cobram, 3644
(03) 5871 2224

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Cohuna

19 Market Street
Cohuna, 3568
(03) 5456 2097

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Hamilton

73-77 Gray Street
Hamilton, 3300
(03) 5571 9141

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Maffra

170 Johnson St
Maffra, 3860
1800 650 772

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Mansfield

30 Melba Road
Mansfield, 3722
(03) 9510 9024

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Melbourne

Suite 511/566 St Kilda Road
Melbourne, 3004
(03) 9510 9024

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Mildura

120 Eighth Street
Mildura, 3500
(03) 5021 0522

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Pakenham

Shop 22, 18-36 Lakeside Boulevard
Pakenham, 3810
(03) 5940 3996

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Shepparton

56B Wyndham Street
Shepparton, 3630
(03) 5822 8000

Full Details

Latest News

Olivers Insights - June
23/06/2009

This latest note from economist Shane Oliver looks at the short-term investment cycle and discusses the longer-term trend for shares.

Seminar Success
09/06/2009

We would like to thank everyone who helped make our annual client seminars a success this year. With over 300 attendees in our 5 seminars across the state, we continue to be impressed by your dedication to your financial future! To those of you who attended thank you, we hope you found them useful and we appreciate your feedback. If you have any specific ideas for future seminars, please let us know.

April Client Seminar - Shepparton
15/04/2009

Following the success of our annual client seminars in Geelong, our Shepparton office will be running a seminar on the evening of Wednesday the 22nd of April.

The seminar will serve as an introduction to our new team in Shepparton, as well as an economic update and then an exciting development in the investment world which allows you to sleep peacefully through these stormy economic times. In particular we will look at  how you can guarantee your current investments whilst still being able to lock in your profits when positive markets return!

If you would like to attend, please contact our Shepparton office on 5822 8000.

Financial Market's Performance