Planwell Financial Group

Before the year ends here is a recap of what we've been up to in the last few months....apart from looking after our clients of course! We wish you all a very merry Christmas and look forward to a great 2023. See you then 🎄🎅

Is this the year that Geelong will make our dreams come true (well, some of us) ?🤞
The office is decorated and we've had our annual footy morning tea........now we've just got to win on Saturday! Go Cats

We recently celebrated Sam and Sharee's 15 year work anniversaries. They have been great colleagues and ambassadors for Planwell over the years and obviously both started here when they were 12! Congratulations 🥳🍾🥂

Wishing everyone a safe and happy Easter 🐰🐣

Congratulations to Megan Cull on recently becoming an accredited and licenced Financial Adviser. This is a much deserved reward for Megan, who, having been part of the team for some years, and served her 'apprenticeship' under Jan, can now provide advice in her own right.

Today marks the last day for two of our Planwell favourites. Lesley and Kylie have been our friends as well as work colleagues for many years and the office will certainly be much quieter without them!
So many fond memories, enjoy the next chapter 😢👏👋💐💐

Just letting you know we are facing another of life's little difficulties....we're not receiving emails! If you've emailed us recently and haven't received a reply that is why and we will get back to you as soon as possible. Please don't hesitate to call the office on 5225 5900 if the matter is urgent.
It's feeling very 1980s in here and we're wondering why we got rid of the fax 😆
At least the air conditioner is working 😉

We're so excited to announce that Sam, Chloe and Aston welcomed the adorable Evie to their family on the 27th May 🥰
The newest Cats supporter!
Congratulations Sam and Chloe, we can't wait to meet her....and welcome her into the Planwell Family.

Last Friday we enjoyed celebrating the 'Geelong Give Where You Live' Footy Colours Morning Tea. In 2020 we were all working at home and had a Zoom morning tea - being together is so much better. What a great way to raise money for a very worthy local cause .
Please note the abundance of Cats supporters!! 😆