The Financial Planning Association of Australia The Financial Planning Association of Australia

Lesley Duncan, CFP®


Name Lesley Duncan, CFP®
Company Planwell Financial Group
Address Level 5
65 Brougham Street
Geelong, VIC 3220
Phone 03 5225 5900
Website www.planwellfinancialplanning.com.au

I assist people of all ages and phases of life with the complex and often confusing aspects of financial planning.

Using a collaborative approach, I research and develop personal financial plans, helping set, and achieve, my client's unique goals.

I offer an ongoing service relationship which ensures the financial plan is reviewed regularly and objectives are continually met, with an emphasis on positive lifestyle and financial goals.

My advice embraces all aspects of financial planning, interpreting the complex and frequent changes to legislation, including:

Aged Care fees and financial advice
Centrelink planning, calculations and nominee service as required
Superannuation
Personal Life & Income Protection insurances
Income Streams, Allocated Pensions and Annuities
Retirement preparation
Estate Planning
Budgeting, Cash Flow and Savings Plans
Taxation outcomes
In my spare time I enjoy good food, wine and coffee; and I balance this by keeping fit through Personal Training, Pilates and Zumba. I attempt to grow vegies and I share in my husband’s passion for old American cars, art and travelling.

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