Muirfield Financial Services featured as a finalist in four categories of the Powercor Geelong Business Excellence Awards: Family Business 2nd Generation, Small Business 4-10 Employees and Customer Service.
For over 25 years Muirfield Financial Services has been helping members of the Geelong community establish peace of mind for their financial futures.
The financial services company specialises in retirement planning, superannuation, Centrelink, aged care, investments and redundancy advice.
As a second-generation family business and partnership, Muirfield is privately owned and operates under its own Australian Financial Services Licence (AFSL).
Muirfield does not have any ownership or licence ties with banks, financial institutions or investment product providers.
Its vision is to be Australia’s best independently owned retirement and aged care advice provider.
Muirfield Financial Services seek to deliver a great client experience by providing quality and easy to understand financial advice. The keep-it-simple advice philosophy resonates with the target client demographic.
All the advisers at Muifield are CFP qualified – the world’s highest financial planning accreditation.
Muirfield was one of the first financial planning practices in Victoria to qualify as a professional practice by the Financial Planning Association of Australia (FPA).
Being a FPA Professional Practice sets Muirfield apart as a leader and role model for financial planning within the community, demonstrating its commitment to financial planning excellence.
