Our Mission

At Geelong Wealth Advisers, our clients are valued and central to our business.

We provide strategic advice to help our clients preserve and create wealth.

Our professional approach ensures our clients are always treated with honesty and respect, to help them achieve their needs and goals.

Our Vision at Geelong Wealth Advisers

At Geelong Wealth Advisers, we Advise onfinancial planning to our clients to Excel in everything they do and Inspire them to achieve their dreams.


“No matter what you are after, if you are too focussed on the end result, you may miss the rewarding journey.”

Dr Anil Kumar Sinha


“Not until we ourselves recognize what is holding us back, can we excel and move forward.”

Maria Koszler


“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.”

John Quincy Adams

Client Value Proposition

Achieve Your Dreams  

At Geelong Wealth Advisers, we want to make your dreams a reality by providing you with both an emotional and financial relationship. We can offer you guidance through the complexities of financial planning to help ensure your dreams are achieved.

We understand how important it is to stay focused whilst making the appropriate decisions on your long term plans.

We aim to be the best financial planners in Geelong and are  here to provide you with the highest level of support and advice to give you confidence in your financial decisions and to keep you on course to achieving your goals.