Contact to us today to discuss how we can help you
We are excited to announce the joining of two long established and respected local financial planning practices – Specialist Financial Planning and Greeve & Associates.
The merging of the two firms will bring together nearly 50 years of combined Financial Planning experience.
With any merger it will also bring a number of business efficiency’s that will be beneficial to all our clients, including both a dedicated Practice Manager and a dedicated Client Services Manager.
Financial Planners both Norm and Lisa are passionate about developing deep and
ongoing Financial Planning relationships with their clients. This close working
relationship then provides the foundation to help them better understand what
is truly important in life for our clients. This knowledge then ensures we
are better placed to provide comprehensive and responsible financial solutions
for our clients.
particularly enjoys working with clients who may be approaching retirement
within a five to ten year time frame. Due to the importance of this period in
someone’s life, it is critical to ensure a solid strategy is put in place that
will maximize Wealth Creation opportunities, without taking undue risks. Norm’s
key values with clients are patience and ensuring clients understand the
Financial Solutions he recommends.
Lisa enjoys working with clients in the wealth creation phase. These clients typically have a myriad of needs: raising kids, education costs, mortgages, lifestyle, estate planning, risk management and starting to imagine retirement. For many of Lisa’s clients this will also be overlayed with a leaning towards socially responsible investment.
office our advisers are committed to the local community via both local sport
and not for profit projects.
To find out if
Financial Solutions Geraldton is right for you, please call or email us.
Financial Solutions Geraldton is an Authorised Representative No. 1009353 and Credit Representative No. 477548 of FYG Planners Pty Ltd AFSL/ACL No. 224543.