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Welcome to Financial Solutions Geraldton

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.  

As Certified 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.

Norm 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.

Outside the 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.  

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Our clients value our relationship with them. They appreciate the personal touch, peace of mind and security of knowing someone is keeping an eye on their financial affairs. They tell us it is reassuring to work with people who are ethical, capable and they know is there for them. 

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Ethical Investing

Lisa Greeve has been certified by the Responsible Investments Association of Australasia (RIAA) according to the strict disclosure requirements under the Responsible Investment Certification Program.

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What We Do

When you make an appointment with Financial Solutions Geraldton it's a step into a better future, where each client's needs are considered separately and recommendations and advice are considered according to personal goals. 

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