Geelong, Victoria · October 2026 figures
Compare the top 10 financial planning businesses in Geelong, VIC
EJM Advice has the most reviews (143), and Apex Advice the highest average (5.0 from 77 reviews). Surf Coast Wealth Management lists the most opening hours (50 a week).
| Rank | Business | Rating | Reviews | Rating floor | Days open | Saturday | Sunday | Open late | Phone | Website |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Apex AdviceManifold Heights | 5.0 | 77 | Floor 4.81 | 5 | No | No | No | (03) 5221 3585 | apexadvice.com.au |
| 2 | Index Wealth - GeelongGeelong | 5.0 | 77 | Floor 4.81 | 5 | No | No | No | not listed | indexwealth.com.au |
| 3 | MAC FinancialNewtown | 5.0 | 65 | Floor 4.80 | 5 | No | No | No | (03) 5222 6557 | macfinancialadvice.com.au |
| 4 | EJM AdviceGeelong | 4.9 | 143 | Floor 4.76 | 5 | No | No | No | (03) 5225 5900 | ejmadvice.com.au |
| 5 | Muirfield Financial Services GeelongNewtown | 5.0 | 42 | Floor 4.75 | 5 | No | No | No | (03) 5224 2700 | muirfieldfs.com.au |
| 6 | Coastline AdviceTorquay | 5.0 | 21 | Floor 4.64 | 5 | No | No | No | (03) 5264 7700 | coastlineadvice.com.au |
| 7 | Income Solutions Financial PlanningGeelong | 4.9 | 31 | Floor 4.61 | 5 | No | No | No | (03) 5229 0577 | incomesolutions.com.au |
| 8 | Surf Coast Wealth ManagementTorquay | 5.0 | 17 | Floor 4.60 | 5 | No | No | No | 0410 123 200 | surfcoastwm.com.au |
| 9 | GL Financial PlanningGeelong | 5.0 | 14 | Floor 4.56 | 5 | No | No | No | (03) 5222 2355 | glfp.com.au |
| 10 | Fennell WestTorquay | 5.0 | 8 | Floor 4.42 | 5 | No | No | No | (03) 5232 1661 | fennellwest.com.au |
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Financial Planning Businesses elsewhere in Victoria
Ratings and review counts are Google's, as listed in October 2026. Phone numbers, websites and opening hours are the ones each business lists. Nothing here is paid for or verified by Calso. How the ranking works.