Financial Planning by Design - Moorabbin, Victoria

Financial Planning by Design is a reputable financial planner located in Moorabbin, VIC, Australia. Founded in 2000, the company has built a strong reputation for providing comprehensive financial advice and tailored solutions to help individuals and families achieve their financial goals.

Address: Shop 2/2 Central Ave, Moorabbin VIC 3189, Australia

Phone: 1300014368

Website: fpbydesign.com.au

Specialties: Financial planner

Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, Free of charge street parking.

This company has 7 reviews on Google My Business, with an average opinion of 5/5.

👍 Reviews of Financial Planning by Design

Elaine B.

5/5

FPD delivers a comprehensive end to end financial concept, including a seamless collation and transfer of data. Although such a process can often seem daunting, Mat and the team approach it with patience and understanding, guiding you through each step. They attentively listen to your needs, offering thorough advice, explaining necessary details, and ensuring every aspect is meticulously managed. They address both the concerns you voice and those you might not anticipate. The team is always available to answer questions, respond to queries, and provide personalised direction. As a self-confessed, organised control freak, I initially found it challenging to relinquish control, but I am now grateful that I did ! Thank you, Mat, for your financial reassurance and for consistently going above and beyond.

Sue T.

5/5

What I value most about working with Mat is that I feel respected, heard and understood. Mat takes time to listen carefully to what I want from my life and what my risk tolerances are. He's on my side and is willing to be flexible to accommodate my needs and preferences. Tania is a delight to deal with - always patient and friendly. I strongly recommend Mat and Tania of FPbD.

Kevin K.

5/5

I have been with FPD for over 20 years and find that they are very helpful and responsive. I would recommend them to anyone looking for financial advice and estate planning.

Rick H.

5/5

My experience with Financial Planning by Design has been accurate, ahead of the game and honest.
Knowledge applied with common sense is always a winner.
I won't use any other financial planner.
The staff are among the nicest people I know too.

Philip O.

5/5

We are all in a better place with good foundations. Be they health, relationships or financial wellbeing. 2 out of three of those are largely under my direct influence but financial wellbeing, that needs expertise and a foundation of security. For many, many years FPD has provided that for me. I have come to know that they have been a cornerstone in the rebuilding of my life after some turbulent moments and have enabled a life that I am grateful to have enjoyed. FPD has kept its promises and I sleep well at night.

pat C.

5/5

Financial planning by design is a five star service professional but very friendly and ready to listen to your requirements and then do their utmost to put you in your best financial position. I highly recommend them.

Sam L.

5/5

Mathew is very professional and has vast knowledge of financial planning.