Muirfield Financial Services Fund

A leading Geelong-based financial planning firm, Muirfield Financial Services (MFS) is focused on providing specialised advice for those aged over 55 and has been helping pre-retirees and retirees enjoy a better lifestyle for over 25 years.

Appointments are conducted in Geelong, Melbourne, Hamilton or via Skype from anywhere in the world.
Business partners Hayden Torney, Melinda Planken, Matthew Torney and Andrew Torney decided to establish their Fund in the Geelong Community Foundation to facilitate their support for the local community through philanthropic contributions each year. Rather than sending donations into other geographic areas, MFS chose to focus heavily on supporting the local region. This approach enables MFS to give back to the community that has supported the business so well.

MFS has always focused on providing support to those in need. One in-house incentive is “Milkshake Friday” – a novel way of thanking staff for their weekly efforts. Staff members were invited to receive a milkshake every Friday or to donate the cost of their weekly milkshake to the Fund. If staff chose to “donate” the value of their milkshake, MFS offered to double the cost of the milkshake as a donation. This incentive was embraced by all staff, thereby enabling a $10 donation to be made for each staff member in lieu of a $5 milkshake! Each year, extra funds are added to the accumulated “milkshake fund”.

The MFS Named Sub Fund has proven to be a great way for the business and its staff to be involved in supporting the Geelong community.