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Your Financial Plan
 
 
Overview: 

Your Financial Plan is an independently owned Geelong-based financial planning practice that provides financial advice and wealth-management solutions for those seeking to accumulate and protect wealth.

Because we are independent of any financial institution, our advice is completely objective and our choices of planning strategies and financial instruments are unlimited.

Your Financial Plan clients mainly reside in the greater Geelong region, throughout the Bellarine Peninsula and across Melbourne and we also look after clients across Australia as well as expatriates overseas.

As your trusted financial advisor we will work with you to develop and refine strategies to help grow and protect your wealth so you can lead the lifestyle you desire. Whether you are building or preserving wealth, we recognise the importance of having an advisor who is knowledgeable, experienced and, above all, objective.
History: 

The firm was founded in Geelong in 2004 by director and financial planner Andrew Garrigan after he had spent years refining his knowledge and skills in financial planning in Melbourne. Andrew’s main aim is to help  clients make smart decisions about how they structure their finances, invest, manage risk and pass on their wealth.


 
 
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