GL Financial Planning 97 Yarra Street, Geelong, Victoria 3220
About the Business
Welcome to GL Financial Planning, your premier destination for all your accounting, establishment, finance, and financial planning needs in Geelong, Australia. Located at 97 Yarra Street, our institution is a prominent point of interest in the area, dedicated to providing exceptional financial services to individuals and businesses alike.
At GL Financial Planning, we understand that managing your finances can be a complex and overwhelming task. That's why our team of highly skilled and experienced professionals is here to guide you through every step of the process. Whether you are seeking assistance with tax planning, investment strategies, retirement planning, or any other financial matter, we have the expertise to help you achieve your goals.
With a strong reputation for excellence and a commitment to delivering personalized solutions, we take the time to understand your unique financial situation and tailor our services accordingly. Our comprehensive range of services includes financial analysis, budgeting, wealth management, insurance planning, and much more. No matter the complexity of your financial needs, we have the knowledge and resources to provide you with sound advice and strategies that align with your objectives.
As a trusted institution in Geelong, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. We believe in open communication and actively involve our clients in the decision-making process, ensuring that you are well-informed and empowered to make informed financial decisions.
When you choose GL Financial Planning, you can expect exceptional customer service and a commitment to your financial success. Our dedicated team is always available to address your queries, provide ongoing support, and adapt our strategies as your circumstances evolve.
Whether you are an individual looking to secure your financial future or a business seeking expert financial guidance, GL Financial Planning is your go-to institution in Geelong. Contact us today to schedule a consultation and take the first step towards achieving financial prosperity.
Photos
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I first met Shane and Courtney at GL Financial Planning after receiving a referral from some friends when I mentioned I wanted to find a local adviser rather than one in Melbourne. From my first phone call with Shane I knew it would be a good fit. At our initial meeting Shane took the time to find out what was important to me, what my short, medium and long term goals were, took my existing paperwork to review my policies and insurances and promised me that he was “only here to challenge me and throw some ideas around” it would ultimately be my decision if I took his advice. Shortly after our first meeting two major events occurred which were both unexpected - first, I was made redundant and second I had a health issue. Shane worked through the different options for my redundancy and we spoke at length about what I would like to achieve. For the health issue, Shane and Courtney dealt with my insurance company for me and managed the trauma insurance payment that I received as a result of the diagnosis. They both ensured I had a stress free process and the payment was made 4 weeks after the initial claim. I can’t recommend the team at GL financial planning enough."
"Shane and the team have been great. Their advice has been easy to understand and clear. Shane has gone to great lengths to accommodate our needs and answer our questions so we understand what the risks are and what the advantages are. Shane has also taken time to ensure that he knows what is important to us in the future. We are very pleased with returns that we are receiving from the advice provided. Great work Shane and your team. Nev and Joy"
"I am lucky enough to have the Team at GL Financial Planning looking after me, they are truly amazing, helpful and great to deal with. I know they look after all my financial needs and I don't have any worry's at all. They are outstanding at what they do Great work guy's"
"Shane is an excellent FP, we have been very satisfied with his work. Shane and his team provide top class service and his advice is delivered with the right amount of kindness and courage! We throughly recommend GLFP"
"Rob and myself have been clients of Shanes for many years..we have always found him to be very friendly and helpful...we wouldn't go any where else that's for sure.."
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