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Financial Freedom By Design

Financial planning services
The benefits of seeing an adviser

Short Term Solutions don’t

solve long term problems

Learn More

Are you on track?

Do your finances need a second opinion?
Contact Us Today!

Start Planning Early – Know where you are heading

Whatever your definition of wealth may be, commonly it takes time & effort to create it. 

Pay your mortgage off sooner

Use our interactive calculator to work out your repayments and how much you could save

Safer Super

Your super has grown to become one of your biggest assets, now there is a way to protect it from going backwards.

Who are we

Financial Freedom By Design is a Geelong-based financial planning firm.
We believe that you are the expert in knowing what Financial Freedom means to you. We understand that each person has a unique situation which allows us to establish a detailed blueprint that works towards achieving the things that are important to you.

Individuals and Families

  • Superannuation consolidation

  • Superannuation investment strategies

  • Life insurance

  • Preparing for parenthood

  • Preparing to start a business

25%

Discovery

Let’s learn what’s important to you.

50%

Vision

How we get there.

75%

Action

Get the ball rolling.

100%

Keeping on Track

Making sure you hit your targets.

Our Services

Committed to delivering the best for you.

Investment

Debt

Protection

Super

Retirement Income

Whatever your definition of wealth may be, commonly it takes time & effort to create it. We can tailor an investment plan to suit your lifestyle and time horizon and put you on the path to financial freedom.

Debt is a part of life, whether you like it or not. Our job is ensure you are getting the best deal and also to have a plan to repay your bad debt as quickly as possible.

Giving you the peace of mind knowing that in the event of death, illness or injury, you can protect what’s important to you and your family. We have a process to ensure we tailor your protection plan to your unique circumstances.

We proactively help our clients consolidate, invest, manage, protect and grow their super funds – whether industry, retail or Self-Managed Superfunds.

We can assist in maximising your lifestyle in retirement through Super Pensions, income streams and Centrelink strategies.

Testimonial

“

  • Robbie and Mick gave me practical and insightful advice that has assisted me to buy a house and structure my finances so my future is protected.

    Simon T, Marketer from Ceres

  • Looking ahead can be scary and overwhelming but Robbie has been fantastic at working with my husband and I in putting together some realistic and manageable goals that allow us to to enjoy our life and feel secure.

    Hali & Neil, Teachers from Caroline Springs

  • Robbie & Mick make the whole process really easy to understand, whether it be refinancing your home loan or sorting out your super, and there’s never any pressure to go ahead with anything.

    Louisa R, Teacher from Inverleigh

  • They explained things in a way that was succinct and easy to digest and took the time to walk me through difficult decisions and various options.

    Jessica P, Lawyer from Kew

  • For someone that doesn’t know much about what I should be doing with my money they explained the processes and what is the most important things for me to do. The process was so much easier than I thought it would all be.

    Alisha K, Teacher from Port Melbourne