Welcome to Financial Solutions Geraldton

Welcome to Financial Solutions Geraldton. Our advisers, Norm, Lisa and Michael, are passionate about developing deep and ongoing Financial Planning relationships with their clients. They understand that truly knowing their clients, understanding their hopes and dreams and working in partnership with them, leads to solid financial outcomes and long-lasting professional relationships.

Norm particularly enjoys working with clients who may be approaching retirement within a five to ten year time frame. Due to the importance of this period in someone’s life, it is critical to ensure a solid strategy is put in place that will maximise Wealth Creation opportunities, without taking undue risks. Norm’s key values with clients are patience and ensuring clients understand the Financial Solutions he recommends.

Lisa enjoys working with clients in the wealth creation phase. These clients typically have a myriad of needs: raising kids, education costs, mortgages, lifestyle, estate planning, risk management and starting to imagine retirement. For many of Lisa’s clients this will also be overlayed with a leaning towards socially responsible investment.

Michael works more with our younger clients to help get them on a solid footing for their financial future: making sure they have insurance in place, that their superannuation is consolidated and they have control over their expenditure.

Outside the office our advisers are committed to the local community via both local sport and not for profit projects.

Financial Services Guide

A Financial Services Guide outlines what you can expect when dealing with the company including what they can do for you, how much is will cost, what you’ll have to do and what information you need to provide. To download the Financial Services and Credit Guide (PDF) please Click Here.

Financial Solutions Geraldton is an Authorised Representative No. 1009353 and Credit Representative No. 477548 of FYG Planners Pty Ltd AFSL/ACL No. 224543.