Planwell Financial Group

22/12/2022

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 🎄🎅

21/09/2022

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

01/09/2022

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 🥳🍾🥂

12/04/2022

Wishing everyone a safe and happy Easter 🐰🐣

17/12/2021

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.

21/10/2021

17/09/2021

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 😢👏👋💐💐

29/06/2021

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 😉

08/06/2021

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.

25/05/2021

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!! 😆

15/04/2021

What a great photo of our resident mariner. Don't forget to view and appreciate him next time you visit.

To the Unknown Mariner…

An absolute work of art, this soaring beauty was designed by the talented Cam Scale.

Celebrating and paying tribute to Geelong’s Maritime history, ‘To the Unknown Mariner’ artfully portrays the weathered face of an old man at sea, depicting the harsh life lived out in the elements.

Take a walk down Brougham Street, you can’t miss it!

📷:

25/03/2021

The new air conditioner arrived this morning and we couldn’t be more excited! By Monday we hope the office will be back to a normal temperature.....we don’t want any Easter eggs melting. Bring it on ❄️🎉⛄️