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Our story

Geelong Wealth Advisers is an independently owned and operated financial advice business servicing Geelong and surrounding areas, that focuses on providing quality advice tailored to meet your needs and objectives.

We are a specialist boutique financial advice business which combines our passion and strengths, with your want to succeed in life.

Our aim is to deliver a personalised solution to your goals in life and to work together to ensure you achieve these over time.

How we help you

At Geelong Wealth Advisers we take pride in motivating our clients to take ownership of their financial future and to have a clear vision of how to live your lifestyle of choice.

We love working in the investment world but more than that we take an interest in what’s important to you and your family.

Our approach is all about goals-based investing; they are your goals and by working with you, together we can assist you to achieve them over the short, medium and long term.

The first step is to know what you want out of life, so while you are thinking about it right now, there is no better time to discuss what’s important to you and your family.

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There are six basic steps to a clearer future:

  • Discovery

  • Analysis

  • Stategy

  • Recommendations

  • Implementation

  • Ongoing Service

How we can help

No matter what stage of life you are living, Geelong Wealth Advisers will work with you to ensure that if certain life events occur, we will develop strategies to enhance your situation.

Advice areas

At Geelong Wealth Advisers we really focus on what you want to achieve out of life and having the appropriate resources available to live your best life possible.

We work together to educate you through the ups and downs in your financial journey. The financial markets can be a volatile world but learning to focus on what you wish to achieve is the key to long term success.

In life, we often have different advice needs based on our age or stage of life. Our advice when coupled with our ongoing service ensures that we establish a trusted partnership with you.