We are an independently owned firm in Geelong, specialising in risk management and income security.
Our clients are families, small business and those in or near retirement.
There are no silver bullets (that we are aware of). Hard work, attention to detail and smart decision making will get you where you need to go. We're here to help.
In most cases we charge a flat fee for advice and for maintenance of your plan. In certain cases we will charge an hourly rate for ad hoc work. And where we recommend and build a 'growth bucket of investments for you, we often charge a percentage of that bucket as an ongoing fee, perhaps 0.75%.
we have been with Barney for a very long time and cannot fault him ..... 3331
I have been a client of Barney Ellis for 18 months, in that time Barney has assisted me with a range of Insurance Products tailoring them to my personal needs, he has given me peace of mind for my future should my circumstances change restricting my ability to work. Barney has also given my invaluable strategies regarding my income /savings. I have found his service approach professional and friendly.
Great depth of knowledge and experience. Great at explaining complex financial topics!
Barney is a very friendly and positive person. He made my wife and I feel at ease the very first meeting we had over 12 years ago. We are very happy to recommend Barney and the team at MiPlan.
Extremely happy with Barney handling our finances Lynda 3331
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2009
- Years of experience 15
- Certified Financial Planner (CFP)
Findex Advice Services Pty LtdLevel 2, 235 Ryrie St
Geelong, VIC 3220
- 8:00am – 1:00pm Friday
- 8:00am – 6:00pm Monday – Thursday
Findex Advice Services Pty Ltd