Muirfield builds local focus

Muirfield Financial Services has been involved in the Geelong and Surf Coast community for 30 years, with the firm building a reputation on outstanding service and trust.

Having recently appointed Kieran O’Dwyer as senior financial planner, Kieran will contribute over 15 years of industry experience with capabilities in wealth management, superannuation, self-managed super funds (SMSF), wealth protection and risk management.

Kieran, who previously worked in Melbourne with a specialist SMSF practice and mid-tier accounting firm, is thrilled to be working in his local community.

He said he sees the value in assisting clients with professional advice to build, manage and protect their wealth within the ever-changing investment, regulatory and retirement landscape.

“I know how time poor we can all be these days, so my focus is always on structuring a plan for our clients that is easy and flexible to manage, backed by good strategy and quality advice and of course provides value for long-term prosperity,” he said.

When Kieran is not at the Muirfield Torquay office on Bristol Road, you will find him actively involved in his local community through his affiliations with the Torquay Football Club, Torquay Surf Life Saving Club and Torquay parkrun.

Kieran’s themes for the current investment and economic environment are:

– We are at an all-time low interest rate cycle – the opportunity to accelerate debt repayments (particularly on your family home) has never been greater.
– Look long-term – Trump trade wars, Brexit, credit crisis etc. There will always be a reason to not invest, however the longer-term markets will always sort through the noise.
– Yield is low: be careful of a yield trap – don’t buy something on yield alone, protecting capital is just as important.
– There will always be risk (investment, market, economic, credit, personal etc). Our job is to manage risk, not avoid it.

If you would like to discuss any of your financial planning needs, do not hesitate to contact Kieran or a member of the Muirfield team on 5224 2700 or [email protected]. Muirfield Financial Services Torquay is located at 1/9 Bristol Road.