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 us on 08 9964 9000 or email us.
Financial Services Guide
A Financial Services Guide outlines what you can expect when dealing with the company including what they can do for you, how much is will cost, what you’ll have to do and what information you need to provide. To download the Financial Services and Credit Guide (PDF) please Click Here.
Financial Solutions Geraldton is an Authorised Representative No. 1009353 and Credit Representative No. 477548 of FYG Planners Pty Ltd AFSL/ACL No. 224543.