INVEST | GROW | PROTECT

Unlock your dream life with expert financial advice.

Welcome to Geraldton Wealth ~ Your Trusted Partner in Financial Security.

We specialise in empowering pre-retirees and retirees to make informed decisions about their financial future. We’re committed to providing expert guidance in Retirement Planning, Aged Care Financial Strategies, Investment Management, Superannuation (including SMSF) and Life Protection solutions.

Led by our experienced team, including Kelly Greenaway, a specialist in Retirement Planning, we’re proud to serve individuals and families Australia-wide with expert financial advice.  

Our mission is to help our clients achieve true financial independence through personalised advice, tailored strategies, and a holistic approach that considers not just finances, but the quality of life they envision in retirement. 

Whether you're navigating the transition into retirement, seeking to optimise your financial outcomes, maximising retirement government benefits, planning for the care of a loved one, or looking to safeguard your financial future, Geraldton Wealth is here to guide you with integrity, empathy, and a deep commitment to your financial well-being.  

~ Challenges we solve for our clients ~

Will I have enough for retirement?

How much money will I need to retire comfortably?

Am I really saving enough to retire comfortably and live the life I want?

How do I structure my superannuation to maximise its growth and tax benefits?

Am I investing wisely?

Am I making smart choices with my investments?

How do I diversify my investment portfolio?

Where should I be putting my money to grow my wealth while minimising risk?

Do I have the right insurance?

What happens if I can’t work due to illness, injury or death?

Will my family or business be protected?

Do I have insurance inside my super?

Is what I’m paying for insurance cover appropriate?

Can I afford Aged Care?

How can I afford to fund Aged Care?

How do I minimise my Aged Care fees while optimising my social security entitlement?

~ Financial Planning Services ~

Retirement Planning

Financial Planning

Superannuation / SMSF

Investments

Risk Insurance

Estate Planning

Centrelink Advice

Aged care

Hear from those we’ve helped.

  • “A small token of my appreciation for your great efforts recently in helping me obtain 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 can’t 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.”

    JOHN.

  • “More than happy with my retirement investment outcomes thus far”

    IRENE.

  • “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.

Who are the Financial Planning experts behind Geraldton Wealth?