Geraldton Wealth Pty Ltd is a financial advisory firm that operates on the principles of Ikigai, focusing on helping clients find meaning and enjoyment in their lives while ensuring their financial well-being. With a team of dedicated problem solvers, the business offers support, education, and tailored solutions to address each client’s unique circumstances. From clarifying financial goals to implementing comprehensive strategies for financial freedom, Geraldton Wealth is committed to guiding individuals through life’s challenges with expert advice and ongoing support.
Services offered by Geraldton Wealth include initial consultations to assess financial priorities and increase financial knowledge, personalized financial strategies starting from $4,800, and ongoing service packages tailored to each client’s needs. The firm also provides a range of educational resources, including guide series, newsletters, and diary notes covering topics such as financial planning, investments, and taxation. By prioritizing client-first advice and clear communication, Geraldton Wealth aims to empower individuals to make informed decisions about their financial future.
Founded by experienced financial professionals Kelly Greenaway and Jennifer, Geraldton Wealth prides itself on delivering high-quality, client-centric advice to help individuals achieve their financial goals. With a focus on building strong relationships and understanding each client’s unique circumstances, the team at Geraldton Wealth is dedicated to providing trusted guidance and support throughout the financial planning process. By combining expertise, personalized service, and a commitment to ongoing education, Geraldton Wealth strives to create a positive and inclusive environment where clients can feel confident and secure in their financial decisions.