Real Life Financial Planning is a unique financial services business that goes beyond traditional retirement planning. Led by Geoff Ivanac, a chartered accountant and financial planning practitioner, the company focuses on aligning financial decisions with clients’ deepest values and life goals. Real Life Financial Planning offers a heart-centered approach to retirement planning, emphasizing the importance of creating a purpose-driven life in the next chapter.
With a belief that money is a tool, not the answer to happiness, Real Life Financial Planning offers services tailored to pre-retirees aged 50 and above. The Head & Heart Financial Plan combines traditional financial strategies with a holistic approach that considers both financial aspects and emotional wellbeing. Geoff Ivanac and his team aim to help clients discover their life’s purpose, explore possibilities, and live an inspired retirement.
Real Life Financial Planning also provides comprehensive estate planning services to help clients secure their legacy and protect their loved ones. Geoff Ivanac’s dedication to crafting personalized wealth plans that have meaning and purpose sets the business apart. By focusing on the complete tapestry of life, including lifelong learning and intergenerational bonds, Real Life Financial Planning aims to empower clients to navigate life’s ups and downs with confidence and intentionality.