Aussiewide Financial Services Geelong
Your Local Geelong Mortgage Broker
Financial Planning Geelong Families Trust
Build Wealth & Feel In Control Of Your Money, Now And In The Future
5.0 from 778+ reviewsWealth Starts With A Plan, Not A Sacrifice
Owning a home is one of the biggest financial commitments you’ll make. Even if your cash flow hasn’t changed much, many homeowners describe a shift in mindset where spending can suddenly feel like something you need to justify. But financial freedom isn’t about cutting every corner. When you’ve got a plan, you can spend on what you love without the guilt.
At Aussiewide, we believe great financial planning starts with your goals. That might be retiring comfortably, building wealth through property and shares, or simply feeling in control of your money.
Our financial planning services are delivered via our trusted advice partners, so you get expert support while still working closely with the Aussiewide team you know.
“After visiting the team at Aussiewide, I left feeling listened too, understood and now have my portfolio of investments working for me.”
Real Advice to Grow,
Protect and Plan Your Wealth
Get Set: Foundations
for Your
Financial Plan
Financial Advice & Planning
Get a plan that actually makes sense. No jargon. No pressure. Just honest, achievable advice tailored to you.
Budgeting & Cash Flow Help
Creating a plan for your money doesn’t mean giving up the things that make life enjoyable. In fact, it’s the opposite. We help you build a structure that supports the way you want to live, while still making progress toward your bigger goals.
Home Loan Structuring
Already have a home loan? We can help you structure it to better support your wealth-building goals.
Grow: Strategies to
Build Wealth
Wealth Creation
There’s no one-size-fits-all strategy for building wealth. We’ll tailor yours around your needs, your goals, and your stage of life.
Investment Advice
Property or shares? Or both? We’ll help you figure out what’s right for you, your timeline, and your risk comfort.
Property Investment Advice
Buying a second property? We’ll walk you through how to choose, structure, and fund your investment the smart way.
Share Investment Advice
Investing in shares can feel overwhelming. We’ll help you understand the strategy, the risks, and how it fits your bigger plan.
Investment Loan Advice
The right investment needs the right loan. We’ll help you compare options and structure your lending for flexibility and tax efficiency.
Protect: Managing and Safeguarding What You’ve Built
Wealth Management
Already built some wealth? Let’s make sure it’s protected, growing, and structured in a way that sets you up for the future.
Superannuation Advice & Strategy
Super is one of the most powerful tools you have. We’ll help you consolidate funds, reduce fees, and align your investments with your goals.
SMSF Advice
Want more control over your super? We can help you decide if a self-managed super fund is right for you, and how to get started.
SMSF Property Advice
Thinking about buying property inside your SMSF? We’ll show you how it works, what to consider, and how to structure it properly.
Personal Insurance Advice
Protect your income, your family, and your future. We’ll make sure you’re covered with the right policies, not just the most expensive ones.
Retirement Planning
Whether you’re 25 or 55, it’s never too early (or too late) to plan your dream retirement. We help you work out what’s possible, and how to get there.
One Team. One Plan. Everything Working Together.
You’ll work with licensed financial planners who collaborate directly with your Aussiewide broker, so your property, loan and wealth strategies all stay in sync. Just one unified plan that reflects your full financial picture.
It means less explaining, less confusion and more confidence that everything is working together to support your goals.
“Always a pleasure to deal with Aussiewide Financial Services. I’ve had a long association with their team who are extremely knowledgeable and very helpful in all aspects of financing, obtaining a home loan, refinancing and general financial advice. Very helpful, friendly and accessible throughout the whole process.”
Book Your Free Strategy Session
Want to explore if we’re a fit? Let’s talk about your goals. In your session, we’ll:
- Look at your current position (loans, income, assets)
- Talk about what you want to achieve
- Explore the strategies and structures that can get you there
- Help you feel confident about your next step
There’s no cost, no pressure and no financial jargon. Just clear, thoughtful advice that puts you in control.