Muirfield Financial Services Geelong

We have only recently become a client of Muirfield's with Lesley as our planner. I have found the advice, service and support she and all the staff at Muirfiled's have provided has been excellent.

My wife and I have been with Muirfield FS, specifically with Melinda Planken for nearly 10 years. During that time we have always found Melinda to be an approachable, caring and trusted advisor for all matters concerning our separate and joint superannuation strategies and investments. We could not more highly recommend MFS.

We started down the SMSF path about 10 years ago with a previous financial adviser/planner, and I always felt that we were being led a merry dance. He always seemed to be wanting to sell me something, and the only regular correspondence I got from him, was my regular invoice.After a bit of this, I was recommended to speak with Muirfields, and I haven’t looked back.Muirfields is a great community minded organisation and their staff are always friendly, confident and above all, nothing is a trouble to them.Their advice has always been comprehensive, meaningful and is never trying to push a specific product or approach. The plan for the SMSF is “my plan” based in concert with their advice with the mantra always is to “Keep it Simple”. They explain things to you in laymen’s terms, not shrouded in financial jargon.I would have no hesitation in recommending Muirfields to anyone, not just those in the Geelong region.

I have only recently started using Muirfield Financial Services, but have found my adviser Kieran to be very professional and knowledgeable in his field. Not only does he know how to manage exactly what I require, but is very pleasant to deal with. I would have no hesitation in recommending him to anyone.

Lesley Duncan has been our financial planner for 15 years or so. We have found her advice well founded, considered and solid. We followed Lesley to Muirfield a year or so ago and remain very satisfied.

Andrew and I have been with Muirfield Services for many years and have been extremely happy with their communication and advice given to both of us as we transitioned into retirement. We catch up in the office with Tamara usually on a yearly basis but at any time in between we have no hesitation in reaching out to her especially in the changing times with the market recently.It is certainly great to have Muirfield looking after our retirement and having such trust in their advice.

We have been a client with Muirfield for many, many years, which in itself a testament to their professional experience, advice and service. Our advisor, Chris, is very much the personal touch we have come to trust and enjoy with MFS.A family business and it shows with their respect for us.

I have been a customer with Muirfield over many many years. I find their professionalism and their friendly man at impeccable. Nothing ever seems too hard. I would highly recommend them as financial advisors.

I have found Muirfield staff over the years always to be helpful and prompt when I have asked a question about my account. I had not been satisfied with my previous advisor and am very glad my accountant suggested I change to Muirfield.

I am immensely happy with Muirfields. The work my advisor, Tamara and the people she has mentored, have done for me is, not only greatly appreciated, but has made my life a lot less difficult where most financial matters are concerned.