Real Life Financial Planning
| Address | Vitality House, 4 Southport St, West Leederville WA, Australia | ||||||||||
| Phone | +61 499 976 058 | ||||||||||
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| Website | reallifefinancialplanning.com.au | ||||||||||
| Categories | Financial Planner | ||||||||||
| Rating | 5 4 reviews | ||||||||||
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Real Life Financial Planning reviews
4We've had Geoff and Tegan manage our financial affairs through different phases of our lives for many years, they are professional, trustworthy, efficient and come up with innovative ways of meeting our financial and life goals. Highly recommend their services to anyone.
Its been a pleasure dealing with Geoff over the years as we work towards our families financial goals. He mixes a diligent and thorough approach, with practical and 'real' steps to reach our financial goals and ultimate financial security.
My wife and I have had the benefit of Geoff's guidance since I retired 5 years ago. He has offered us great advice and structure to our retirement which has allowed us to live a life not having to worry about our financial security. Geoff has, through his program of estate planning, superannuation management and retirement planning helped us live the retirement we desired
I went to Geoff with a plan to retire early and he delivered. After providing Geoff with all the information he needed he then guided me through all the options open to me with suggested pathways to reach my goal and adjusted annually to meet my circumstances. This was always presented in way that l could understand. I would highly recommend Geoff for your financial planning.