Financial Planning

Financial Planning

We offer financial planning and associated services through a partnership with Australian Unity. This alliance with Australian Unity enables us to offer a wide range of services in areas including personal and business superannuation, investments, insurance and finance. It also ensures we have full access to the research, administration and other services only a major financial institution can afford, while still allowing our practice to stay small enough to provide friendly and personal services to our clients.

Australian Unity is a major financial services institution with a heritage dating back to 1840 of helping Australians to secure their financial futures.

Hugh Sutterby, Senior Financial Planner, and Jenni Skene, Financial Adviser, have extensive financial planning experience and outstanding credentials. Contact us to arrange a meeting or for more information see our library below.

Your financial wellbeing is our focus

Our financial advice philosophy is based on mutual understanding between our clients and us. It is a service model based around you as an individual, and it is something precious few institutions can deliver on. We will take the time to understand you – your situation, your needs and your aspirations. Then we will help you define your financial goals, and your vision of a secure financial future. And then, working side by side, we will develop a financial plan which will help you reliably achieve your goals.

Importantly, your financial plan will not be a pre-packaged solution. It will be tailored to your individual requirements to ensure you make best use of your financial resources now, and in the future. If your financial goals change along the way, or if the legislative or investment framework in which we work changes, we will modify your plan accordingly to keep you on track.

Want to learn more about Financial Planning and Insurance?

Please click on the following links to access the Australian Unity library:

Educational Fact Sheets
Latest Client Newsletter
Client Webinars
Special Reports
Investment Update Webinar
Calculators


Business Insurance

Business owners should consider transferring their financial risk to life insurance companies, for enormous peace of mind at a small fraction of the sum insured each year.

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How We Work With You

Everyone has lifestyle and financial goals which are unique to them. It’s why everyone needs a financial plan which is tailored to their individual requirements.

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Our Comprehensive Ongoing Service

Our ongoing service is designed to ensure that every aspect of your financial plan and investment portfolio is reviewed at appropriate intervals, and you are regularly kept informed of their progress with reports and reviews, and meetings with your Geelong Financial Group financial advisor.

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What Can We Advise You On?

Our financial advice capability includes retirement planning, superannuation planning, investment planning, redundancy planning, wealth planning, estate planning and company superannuation funds.

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