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Geelong, Victoria ยท October 2026 figures

Best financial planning businesses in Geelong, VIC

The top-ranked financial planning businesses in Geelong are Apex Advice (5.0 from 77 reviews), Index Wealth - Geelong (5.0 from 77 reviews) and EJM Advice (4.9 from 143 reviews). 16 are ranked here by proven rating.

Ranked
16
Median rating
5.0
Reviews behind the list
536
Open Saturday
0 of 16

The ranked list

  1. Rank 1.

    Apex Advice

    Manifold Heights

    5.0 77 reviews Proven 4.79

  2. Rank 2.

    Index Wealth - Geelong

    Geelong

    5.0 77 reviews Proven 4.79

  3. Rank 3.

    EJM Advice

    Geelong

    4.9 143 reviews Proven 4.79

  4. Rank 4.

    MAC Financial

    Newtown

    5.0 65 reviews Proven 4.76

  5. Rank 5.

    Muirfield Financial Services Geelong

    Newtown

    5.0 42 reviews Proven 4.68

  6. Rank 6.

    Income Solutions Financial Planning

    Geelong

    4.9 31 reviews Proven 4.55

  7. Rank 7.

    Coastline Advice

    Torquay

    5.0 21 reviews Proven 4.51

  8. Rank 8.

    Surf Coast Wealth Management

    Torquay

    5.0 17 reviews Proven 4.46

  9. Rank 9.

    GL Financial Planning

    Geelong

    5.0 14 reviews Proven 4.41

  10. Rank 10.

    Muirfield Financial Services Torquay

    Torquay

    4.9 10 reviews Proven 4.30

  11. Rank 11.

    Fennell West

    Torquay

    5.0 8 reviews Proven 4.29

  12. Rank 12.

    Financial Freedom by Design

    Geelong West

    5.0 8 reviews Proven 4.29

  13. Rank 13.

    Geelong Wealth Advisers

    Geelong

    5.0 6 reviews Proven 4.23

  14. Rank 14.

    idaws

    Geelong

    5.0 6 reviews Proven 4.23

  15. Rank 15.

    Prospur Financial

    Geelong

    5.0 5 reviews Proven 4.20

  16. Rank 16.

    Barwon Financial Planning

    Geelong

    4.3 6 reviews Proven 4.07

Financial Planning Businesses in Geelong at a glance

  • 16 financial planning businesses in Geelong are ranked here, with 536 Google reviews between them and a median rating of 5.0.
  • 100% list a website and 94% a phone number on Google.
  • 0 of the 16 that list opening hours open on Saturday, and none on Sunday.
  • EJM Advice in Geelong has the most Google reviews (143), averaging 4.9.

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Questions

Who are the best financial planning businesses in Geelong?

The top-ranked financial planning businesses in Geelong are Apex Advice (5.0 from 77 reviews), Index Wealth - Geelong (5.0 from 77 reviews) and EJM Advice (4.9 from 143 reviews). Each is ranked by proven rating, its Google rating weighted by the number of reviews behind it.

How many financial planning businesses are there in Geelong?

The Agentize Directory ranks 16 financial planning businesses in Geelong, each with a Google rating from at least five reviews. Their median rating is 5.0, from 536 reviews in all.

Which financial planning businesses in Geelong are open on weekends?

None of the 16 that list hours on Google open on both Saturday and Sunday; 0 open on Saturday.

Which financial planning business in Geelong has the most reviews?

EJM Advice has the most Google reviews of any financial planning business ranked in Geelong: 143, averaging 4.9.

How is this list of financial planning businesses ranked?

Every list is ranked by proven rating: a business's Google rating weighted by the reviews behind it, so a perfect score from five reviews cannot outrank a near-perfect one from five hundred. No business pays to be listed or to move up. How the ranking works.

Ratings and review counts are Google's, as listed in October 2026. Phone numbers, websites and opening hours are the ones each business lists on Google. No business pays to be listed or to move up, and none is verified or endorsed by Agentize. How the ranking works.