Financial Planner Geelong: Making Money Work

About BFG Financial Planning

Right Choice Financial was established in 2012 and has built a strong reputation on client service and satisfaction.

If you have finances to protect and need advice, you can choose the Right Choice Financial team with confidence. Right Choice Financial provides financial planning Geelong residents have come to know and trust. Our clients range from individuals in need of comprehensive financial plans covering budgets and investment, to couples seeking superannuation, retirement and insurance advice. Some people only require advice on one specific field, such as mortgage advice. If you’re in need of any financial advice and planning assistance, we’re here to help.

Professional Financial Services

Financial planning is a tool that can help anyone to reach their money goals, regardless of their wealth or stage in life. By clearly setting out your goals, you’ll be better positioned to make informed choices about how to achieve them. When you partner with us, your financial planning Geelong adviser will assess your financial position, identify your personal goals and discuss which of our financial services is right for you. Our Geelong team offer a range of financial services, including:

  • Financial Planning
  • Retirement Planning
  • Self Managed Superannuation Funds (SMSF)
  • Direct Property Advice
  • Mortgage Advice

Solutions To Match Your Needs

Here at Right Choice Financial, we pride ourselves on applying an approach to finance that is personal, specialised and long-term. The aim of your financial planner in Geelong will always be to develop solutions that specifically match your financial situation, providing you with a clear vision for your financial future. Our services include ongoing support, advice and annual reviews of all strategies to ensure your plan remains up to date as your life changes. We understand that planning for your future can be scary and uncertain, but we’ll be there with you every step of the way.
Financial Services Guide

Your Independent Adviser

As well as being the expert financial planner Geelong has to offer, Right Choice Financial is independently licensed and owned. Being an independent financial adviser means we do not represent a bank, life insurance company, fund manager or superannuation provider. What does that mean for you? By being independent, we operate freely and without restriction, ensuring we work only for you. We’re under no pressure or obligation to recommend particular products to you, so the only factors that influence our decisions are your needs.

Your Financial Planner Geelong

Right Choice Financial planning Geelong is dedicated to helping you make your money work. We have the industry experience to provide you with the well-informed, factual, financial advice to enable you to enjoy the lifestyle you desire. Its easy to get started on your financial journey with us. Simply book your cost and obligation free appointment to discuss your situation with one of our experienced Right Choice Financial advisers. They can meet with you face to face at your home or workplace, over the phone, via Skype or via video conferencing at a time that is convenient for you.

About BFG Financial Planning

No matter where you live or what walk of life you are from we are happy to assist you in any way that we can

Our advisors love nothing more than meeting new clients, understanding their situation, goals and needs and then providing a clear pathway to help them realise their potential.

Our first appointment is completely free of any cost or obligation

So give us a call today to talk to one of our friendly advisors to discuss your situation in more detail

Contact Us