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.

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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

77 Pine Avenue
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

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Contact Us

Latest News

Planwell Newsletter Autumn 2010
01/04/2010

Our first newsletter for 2010 provides some interesting data on how much you will need in retirement, and what you need to do to get there if you have a superannuation shortfall. Again on superannuation, we look at Self Managed Super Funds and who are they suitable for, and finally we explore the risks of being a guarantor.

Please click here to read more.

Planwell Newsletter - Spring 09
20/11/2009

Our latest edition of the Planwell Newsletter is again full of great reading. We firstly take stock of the lessons learnt from the GFC, then touch on insurance for females and in particular the issue of underinsurance. Finally we revisit the evergreen salary sacrifice strategy which delivers tax savings and enhanced retirement benefits. Please click here to read more.

Adviser Excellence Rewarded
01/10/2009

Geelong adviser and practice principal Neville Crane, has been awarded both of Charter Financial Planning's coveted excellence awards for 2009. Neville became the first adviser to win both the 'State Adviser of the Year' and also the 'State Value of Advice Award' in the same year......more

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