ABOUT US
Our purpose? We guide and empower our clients to live the life they want through honest and transparent financial education and advisory services.
We believe financial success isn’t just about numbers ~ it’s about creating a future you love. We’re not your typical financial planners. We take a refreshingly personal approach, helping you invest, grow and protect your wealth.
Our vision? To empower pre-retirees and retirees to make informed decisions about their financial futures, providing the best possible outcomes. We do this by delivering exceptional service in a safe and stress-free environment, with integrity, respect, and compassion, to foster trust with our clients.
~ Our Values ~
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PURPOSEFUL LIFE
At Geraldton Wealth, we live by the principles of Ikigai, empowering our clients to create a life filled with meaning and purpose. Through education and personalised guidance, we help our clients enjoy life to the fullest while providing peace of mind knowing that their financial future is secure. Our goal is to take stress out of financial planning so you can focus on what truly matters.
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FINANCIAL CONFIDENCE
We believe that mindset is everything when it comes to money. By fostering a positive and informed approach to financial decisions, we empower our clients to feel confident and secure about their future. With our support, they can enjoy peace of mind, knowing they are well-prepared to live a comfortable and fulfilling life.
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HELPING YOU NAVIGATE CHALLENGES
We pride ourselves on being problem solvers, committed to guiding our clients through life’s financial challenges. We are a trusted partner, offering tailored support, education, and solutions that are uniquely suited to each client’s circumstances. Our focus is on helping you overcome obstacles with confidence, knowing that you have a dedicated adviser by your side every step of the way.
~ Meet the team ~
Kelly Greenaway
GradDipFinPlan | Director and Financial Adviser
Starting her career in the financial services industry in 2012, Kelly has built a strong reputation as a trusted financial adviser since completing her qualifications in 2017. With a diverse background that spans local government, tourism, library, and heritage management, Kelly brings a wealth of experience in research, management, and strategic development to her role at Geraldton Wealth.
Kelly is dedicated to fulfilling the company’s vision of delivering uncompromising, high-quality, client first advice. She takes pride in truly understanding her clients, working closely with them to develop clear and actionable strategies that align with their life goals. Whether it's creating flexibility around work, enabling early retirement, or ensuring financial protection for life’s unexpected events, Kelly is committed to helping her clients achieve peace of mind.
A lifelong resident of Geraldton, Kelly has a deep understanding of the local community, its challenges, and the unique opportunities that come with living in such a vibrant region. With her specialist qualification in Aged Care advice and Self-Managed Super Funds, Kelly excels in guiding families through life’s complexities.
As an authorised representative (1256040) of Sentry Advice Pty Ltd (AFSL 227748), Kelly is passionate about empowering her clients to achieve financial independence and live the life they’ve always envisioned.
Jennifer Aldrick
GradDipFinPlan | Paraplanner and Senior Technical Officer
Jennifer grew up in Wongan Hills before moving to Geraldton at the age of 10. After completing Year 12 at Geraldton Senior College, she pursued her Diploma of Community Services and Youth Work, which laid a foundation for her career in financial services. Joining the Geraldton Wealth team in 2010, Jenn has since furthered her qualifications by earning a Graduate Diploma of Financial Planning.
Jenn plays a key role in the team, working diligently behind the scenes to support the smooth operation of the business. With a focus on strategy, client delivery, and compliance, she ensures that our financial planners have everything they need to deliver exceptional service. Her tasks range from managing client inquiries and maintaining up-to-date systems to developing crucial compliance documents.
Striving to be approachable and thorough, Jenn always aims to add value to our clients' lives through her dedicated support.
A proud wife and mum of three beautiful daughters, Jenn brings her personal values of care, commitment, and attention to detail into her professional life at Geraldton Wealth.
Kelly Williamson
Client Support Officer
Kelly Williamson is the newest member of the Geraldton Wealth team, bringing a friendly and enthusiastic approach to everything she does.
A wife and proud mother of three, Kelly has recently returned to Geraldton after many years of farm life. Her diverse experiences have given her a broad range of life skills, and she approaches every challenge with a can-do attitude.
Known for her warm and welcoming demeanour, Kelly creates a positive and inclusive atmosphere in the office, making Geraldton Wealth feel like a second home for both clients and colleagues. Whether it's assisting with day-to-day tasks or taking on new projects, Kelly’s unwavering enthusiasm and dedication make her an integral part of the team.
At Geraldton Wealth, Kelly is committed to helping us deliver on our mission of providing financial peace of mind, allowing our clients to focus on enjoying life’s next chapter.
