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Core Financial Planning
       
 
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Core Financial Planning
 
 
Overview: 

Core Financial Planning, is a financial planning business located in the main street of Barwon Heads, Victoria.

Our business has been delivering strategic financial planning advice to clients for over 20 years and continues to build strong client relationships thanks to referrals largely from our clients and professional associations.

The principals Julie Penfold and Jo Newton became owners of Core Financial Planning in 2004. Initially as employees, Julie & Jo have built a long term association with this business.

Our typical client is looking for a financial planner who is willing to be part of a personal ongoing professional relationship.


 
 
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