About us

Barlow Financial Planning was established in January 2007 with the aim of providing a financial services business that delivers on what it promises. 

Director and Financial Planner, Simon Barlow, has been in the industry since 1998 and commenced Barlow Financial Planning to achieve a better 'Life Balance'. Raising 4 boys who are passionate about playing Football (Soccer) and Tennis certainly takes up a great deal of time and with the office being so close to home, the balance between work and family is much easier to manage.

Barlow Financial Planning provides advice to people at all stages of life, from those saving for their first home to those planning for retirement. Our initial discussions will involve a process of discovery and our recommendations are solely based on the most appropriate strategy for your circumstances. A long term relationship with you is important to us and vital to the success of the strategies we recommend. Our ongoing review programs are of a high quality and we always deliver on what we promise.

Our core aim is to help you realise your dreams and ambitions, by identifying personal and business goals and working with you to achieve them. Imparting our knowledge and educating you is a cornerstone of our business. We want to ensure that you fully understand the processes that we go through and our recommendations prior to implementation.

We value our client’s trust in utilising our services and we will always act with integrity, empathy and sincerity.

Together, we will help you achieve your lifestyle goals.

Vision, Mission and Values

Vision and Mission

Vision:           To provide useful strategic advice to our clients that will make a difference in their lives.

Mission:           We will exceed our client’s expectations by delivering sound, simple and effective financial strategies that will help our clients  
                  achieve their lifestyle goals. We value our client’s trust in utilising our services and we will always act with integrity,
                  empathy and sincerity.

Our Values

Integrity:    We will act with honesty and transparency. You will know your fees upfront and regular communication will ensure you have a clear
                understanding of the services you receive.

Empathy:    We listen and take the time to understand your lifestyle goals. Our tailored solutions will aim to remove any obstacles that may get
                in the way of achieving those goals.

Sincerity:    We mean what we say and will always act in your best interest.