What you should know about Muirfield Financial Services:
A leading Geelong-based financial planning firm for nearly 30 years, Muirfield is focused on providing specialised advice for those aged over 50’s and has been helping pre-retirees and retirees enjoy a better lifestyle for over 29 years. We are a young team following the retirement of Hayden Torney, which currently consists of six CFP® recognised advisers and five support staff. The business has developed specialised expertise and processes for the management of Superannuation and Investment portfolios. Detailed knowledge of Centrelink Pensions and Concessions often provides a source of referrals from existing clients and local Accounting and Legal professionals. Melinda Planken and Kate Officer have also developed an Aged Care advice model that is affordable and positively endorsed by clients, local business professionals and residential care facilities across Victoria. Appointments are conducted in Geelong, Torquay, Melbourne, Warrnambool, Colac and Hamilton or via Skype from anywhere in the world.
Attendees:
Melinda Planken, Managing Partner, Certified Financial Planner, Aged Care Specialist
Matthew Torney, Partner, Certified Financial Planner
Andrew Torney, Partner, Certified Financial Planner
Tamara Carman, Certified Financial Planner
Courtney Robinson, Certified Financial Planner
Kate Officer, Certified Financial Planner, Aged Care Specialist
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