Home | Geraldton Wealth Pty Ltd

(08) 9964 2522 | hello@gwealth.net.au | www.gwealth.net.au

Our Values

Purposeful Life

We live by the principles of Ikigai; we encourage and help create life with meaning. We educate our clients to enjoy their lives and in doing so, they can relax knowing that their financial life will be taken care of.

Financially Confident

Mindset is everything.
We believe in bringing a positive mindset to money and in doing so this ensures our clients have peace of mind knowing that they can live a comfortable life.

Helping Life’s Challenges

We are problem solvers and are dedicated to helping people navigate life’s challenges. We are trusted advisers offering support, education, and solutions to all of our clients unique circumstances.

Our Services

Investments

Retirement

Risk Insurance

Centrelink

Superannuation

SMSF

Meet Our Team

The Team

Jennifer

GradDipFPParaplanner / Senior Technical Officer

Kelly

GradDipFPDirector / Financial Adviser

Kelly

Receptionist

What Our Clients Are Saying About Us

“WOW that’s amazing the current values are actually a lot more than I thought, got to be happy with that. Thanks so much again Hun for all your help I think it’s been a worthy move for sure.“
Skyla
“A small token of my appreciation for you great efforts recently in helping me otain the Age Pension, from completing the application form for me to ensuring my application was approved and that I received all benefits to which I was entitled. I still cant believe how simple and easy the whole process was, and how quickly my application was approved, all of which I put down to your professionalism and how thorough and detailed you were in completing my application for me, and with every step in the whole process. I was absolutely over the moon with how you kept me fully informed every step of the way with how my application was progressing, what to expect next and so on. I never once wondered what was going on – you always ensured I knew”
John
“More than happy with my retirement investment outcomes thus far”
Irene

Our Pricing

Meet

First appointment $350

Discussion with you to clarify your goals, work through your financial priorities and increase your financial knowledge. This session may be stand-alone as an opportunity to increase your financial knowledge or become the first step towards addressing and establishing your financial plan.

If you proceed with our advice, we may reduce our implementation fee by the cost of the initial consultation meeting.

Receive

Initial strategy from $4,800

Once we uncover what’s important to you and where we can assist, we workshop the numbers.

Behind the scenes we review and compare strategies to create a road map to financial freedom.

We present this to you as comprehensive advice and implement your strategies.

Review

Service packages from $320 p/m

To ensure the continued success of your strategies, that they keep pace with changes in your circumstances and the financial environment, it’s extremely important to constantly review and tweak.

The fee for this service varies and is dependent on the level of support you require and the complexity of your personal situation. We discuss this aspect of our service with you during the initial advice.

Useful Resources

Client Manuals

We have developed an extensive collection of guide series for clients. They comprise a unique collection of financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.

Client Newsletter

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.

Diary Notes

Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.

Send us a message

08 9964 2522
hello@gwealth.net.au
130 Augustus Street Geraldton WA 6530

Recent Diary Notes

Festive Cheer Without Financial Fear

As the holiday season approaches, it’s easy to get swept up in the festivities and the urge to splurge on gifts, decorations, and celebrations. However, this time of year can also bring about financial stress if we’re not careful. The key to enjoying a joyful holiday while safeguarding your financial future lies in finding the right balance between indulgence and prudence. Here are some practical strategies to help you navigate holiday spending without jeopardising your long-term financial goals.

Making the Most of Your Year-End Bonus

As the year draws to a close, many fortunate Australians look forward to receiving their year-end bonus. While it's tempting to splurge on a luxury item or a holiday, your bonus presents a golden opportunity to boost your financial health and build long-term wealth. Here are some savvy strategies to make the most of this windfall.

Debts and Cash Flow: Why Your Paycheck Might Be Fooling You

Imagine landing that dream job with a hefty salary, but somehow, you're still living paycheck to paycheck. Sound familiar? You're not alone. Many Australians are caught in a financial illusion, mistaking a high income for true wealth. Let's pull back the curtain on this money mirage and explore why your bank balance might not be telling the whole story.

What is Risk, Really?

We recently engaged with an insightful video presentation by Howard Marks, author of The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor. He emphasises that risk is not just about volatility but the probability of loss. Marks highlights the many forms of risk, such as missing opportunities or being forced to sell at a low point, and provides key points on understanding and managing risk wisely. His counterintuitive insights, like how an asset’s price drop can make it less risky, are particularly thought-provoking.

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