Damian has given me advice in self managed super funds, investing and growing my wealth. Damian explained things to me in a clear way and concise manner as well as presenting a plan that i can refer back to. Through Damian's knowledge and experience, I feel very confident that the advice given was right for my needs.
Damian has assisted in providing quality debt advice as well as helping in other general advice areas throughout our relationship. I'd recommend Damian and his staff to anyone consider high quality tailored financial advice. J
We really appreciated the support and guidance provided by Damian. His assistance has provided us a well needed springboard to accelerate our wealth building strategies.
Damian has given advice to myself and my partner on what our superannuation would need in retirement. We explained to Damian what we hoped to accomplish in our working life including having enough money to go on holidays and renovate our home before we retire and he helped us to organize our finance to meet these future plans. Damian also organised income protection so if the unexpected happens we are covered. Damian listened to our thoughts and dreams and we felt comfortable talking with him.
Both my husband and I have very much appreciated and enjoyed Damian's realistic approach to giving financial advice. He understands the financial obligations on a medium size family. He has provided good strategies to meet our current obligations whilst encouraging growth in current and possible future investments. We feel comfortable that our family will be well taken care of should the need arise and that we will be in a good position when we look at retiring. He is personable and very approachable.
Barwon Financial Planning Pty LtdLevel 2, 191 Malop St
Geelong, VIC 3220
- 9:00am – 5:00pm Friday
- 9:00am – 6:00pm Monday – Thursday
- Adviser status Platinum
- Number of reviews 9
- First year providing advice 2006
- Years of experience 17
- Bachelor of Commerce
Fortnum Private Wealth Ltd