Wealth and Security for you and your family
Most people know they should have a plan. Life just keeps getting in the way. Let us help you cut through the complexity, make confident financial decisions, and build a future you can actually count on.
Financial advice that actually feels personal
Barwon Finance was founded on a simple belief: quality financial advice should be personal, clear, and genuinely useful.
Darcy O’Rourke began working in financial advice in 2014, holding a Graduate Diploma of Financial Planning and a Bachelor of Commerce (Finance). He has worked with hundreds of clients across his career, helping them navigate retirement, superannuation, investments, aged care, and the financial complexity that comes with building a life.
Based in Geelong, Barwon Finance serves clients across the region and beyond, with advice that cuts through the complexity and focuses on what actually matters to you.
The difference a good adviser makes
Why work with Barwon Finance or a Financial Adviser in general?
Let’s face it, you can find out almost anything on google, youtube or with AI now, so why work with us?
A clear plan, built to best practice
You get a personalised financial plan designed by a qualified Financial Adviser, structured around current legislation, tax strategy, and industry best practice. Not a template. Not generic advice. A plan that actually reflects your situation and goals.
Accountability and advocacy
Sticking to a financial plan is harder than making one. We keep you on track, help you make confident decisions when life throws curveballs, and fight your corner when it matters. Super funds, insurance companies, and financial institutions won’t go in to bat for you. We will.
We handle the admin
Financial planning comes with a mountain of paperwork, online forms, phone calls, and follow-up that most people have no idea about until they’re in it. We take all of that off your plate. You won’t spend hours on hold or weeks chasing up a super rollover. We handle it, and we let you know when it’s done.
Want to learn more about our process, investment philosophy or fees? Look at our pages in the about us section.
Who we help
We typically work best with clients in few different life stages. If you fit one of these profiles, we’d love to hear from you.
Retirees
You’ve worked hard to get here. Now it’s about making sure your money lasts, your income is structured efficiently, and retirement looks the way you planned it.
Pre-retirees
You’re starting to think about life after full time work. Retirement is within 15 years. The decisions you make now have an outsized impact on what life looks like on the other side. Let’s get them right.
Busy families
Life is full and the financial to-do list keeps growing. Super, insurance, investments, mortgages. We help busy families cut through the noise and build wealth with a clear plan.
High income earners
Earning well doesn’t automatically mean building wealth. We help professionals and high-income individuals make the most of what they earn through smart structures, tax strategy, and long-term planning.
What clients say after working with us
Below are some of our recent Google Reviews
Darcy has been fantastic in helping to get my superannuation and finances on track. All those jobs I’d been putting off for years, now completed. It’s a great relief to know my future is secure for myself and my children. Highly recommend Darcy as he is thorough, friendly and makes the complicated world of endless forms seem easy.
Darcy was thoughtful, meticulous, and very knowledgeable. I’m glad I reached out to him at such a crucial junction in my career, and I’m looking forward to my future self thanking me for reaching out to Darcy
Darcy came highly recommended by a friend after l found myself somewhat overwhelmed moving towards retirement. After much discussion Darcy provided an excellent financial planning review with solid well explained advice tailored to suit my personal needs and most importantly risk profile, this has now proven to be very beneficial, well exceeding his fees!
