EJM Advice, trading as Planwell Financial Group, is a leading financial planning business based in Geelong, Australia. Since 1997, they have been dedicated to building long-term relationships with clients, staff, and partners to deliver personalized financial solutions tailored to individual needs. With a loyal and dedicated team throughout Victoria, EJM Advice has established strong working relationships with specialists in mortgage broking, general insurance, law, property, and accounting, allowing them to offer a comprehensive range of services to their clients.
EJM Advice’s success is built on a commitment to understanding clients’ needs over time and providing effective financial solutions. As authorized representatives and credit representatives of Charter Financial Planning Ltd, an Australian Financial Services Licensee and Australian Credit Licensee, EJM Advice ensures best practice operations and proven success in meeting the financial planning needs of their clients. Their certification is based on industry qualifications and a track record of delivering top-notch financial services.
With a focus on helping clients build long-term wealth, EJM Advice is dedicated to providing expert financial advice and solutions. Their experienced financial team is available for meetings and consultations to assist clients in achieving their financial goals. By leveraging their extensive network of specialists and industry expertise, EJM Advice is well-equipped to offer a wide range of financial services to support clients in various aspects of wealth management and financial planning.