Geelong Wealth Advisers

Welcome to Geelong Wealth Advisers, located at 31 Gheringhap Street in Geelong, Australia. As an establishment in the finance industry, we are dedicated to helping you design a lifestyle of choice. We believe that it's not just about the end result, but the rewarding journey that leads you there.

At Geelong Wealth Advisers, we understand the importance of focusing on what you want to achieve in life and having the appropriate resources to make it possible. We are here to educate and guide you through the ups and downs of your financial journey, knowing that the key to long-term success lies in staying focused on your goals.

We recognize that different stages of life require different advice, and our team is committed to establishing a trusted partnership with you. Whether you're just starting out on your financial journey or planning for retirement, we provide informed advice and ongoing service to ensure your financial well-being.

Superannuation contributions form the basis of a great financial plan from the day you start working to the day you retire. We can help you navigate the complexities of superannuation and ensure that you make the most of your investment.

For those seeking additional control over their super fund, we offer guidance on self-managed super funds (SMSF). With careful planning and hard work, self-employment can bring both financial and lifestyle rewards, and we are here to support you every step of the way.

No matter what stage of life you're in, it's important for all of us to reach our aspirations. At Geelong Wealth Advisers, we take pride in motivating our clients to take ownership of their financial future and have a clear vision of how to live their desired lifestyle. We believe in goals-based investing and work closely with you to achieve your goals over the short, medium, and long term.

As a privately owned and operated financial advice business, we are dedicated to providing quality advice tailored to meet your needs and objectives. We are a specialist boutique firm that combines our passion and strengths with your desire to succeed in life.

Our team of dedicated Financial Advisers takes the time to understand what you truly want from your life and work with you to create a personalized solution. We are here to empower you to take control of your financial journey and approach every day with energy and passion.

So, whether you're just starting out, planning for retirement, or seeking to optimize your investments, there is no better time to discuss what's important to you and your family. Contact Geelong Wealth Advisers today and let us help you achieve your financial goals.