OUR SERVICES
Wealth made simple. Your future, secured.
Comprehensive Financial Solutions for Every Stage of Life.
We offer a suite of financial services designed to help you navigate life’s most important decisions with confidence. Whether you’re building wealth, planning for retirement, or seeking expert advice on Aged Care and Centrelink entitlements, our experienced team is here to guide you every step of the way.
~ Our tailored services include ~
Ensure your retirement years are financially secure with a comprehensive plan tailored to your lifestyle and goals.
Retirement Planning
Tailored strategies to help you achieve your financial goals through an holistic approach ensuring long-term security and success.
Financial Planning
Maximise your superannuation savings and take control of your future with strategic superannuation fund solutions.
Superannuation / SMSF
Expert advice on building and managing an investment portfolio that aligns with your risk tolerance and financial aspirations.
Investments
Protect your assets and loved ones with customised insurance strategies to safe-guard your finances.
Risk Insurance
We can help you ensure your assets are transferred in line with your wishes so that your loved ones are taken care of should the unthinkable occur.
Estate Planning
Navigate the complexities of Centrelink entitlements, including the Aged Care Pension, with confidence and clarity.
Centrelink Advice
Expert guidance to help you or your loved ones transition into aged care with the financial advice you need.
Aged care
With a focus on building long-term relationships and delivering practical, trustworthy advice, Geraldton Wealth is committed to helping you achieve financial peace of mind.
Whatever your financial journey, we’re you’re trusted Geraldton Financial Adviser here to provide the support and expertise you deserve.
