Geoff Ivanac believes everyone deserves to lead a life filled with purpose, and that’s why he’s dedicated himself to financial planning with a twist.
As a chartered accountant (CA), chartered financial planning practitioner (FChFP), and transition planning consultant, Geoff offers more than traditional financial advice – he works with you to map out a wealth plan that has purpose and meaning.
Transform your retirement dreams into a lived experience
Embark on a financial journey where the magic of the heart meets the wisdom of the mind.
Life is full of ups and downs and we’ll empower you to steer through the storms – whatever chapter you’re in – helping you to turn your aspirations into triumphs.
Drawing on Geoff’s expertise, let’s focus not only on your finances but consider the complete tapestry of life, such as lifelong learning and intergenerational bonds that are the threads that bind the fabric of success.
Discover the heart-centred approach to financial planning.
About Real Life Financial Planning
Rooted in his roles as a chartered accountant (CA), chartered financial planning practitioner (FChFP), and transition planning consultant, Geoff Ivanac propels a fresh approach to financial planning and wealth management services, aiming to help his clients navigate an exciting life story.
Not your average financial planner
Geoff champions transformative journeys, helping clients chart a course for their finances based on the kind of adventures they have in mind.
An award-winning financial planner, Geoff is a devoted husband, proud father of three, and an avid swimmer with two Rottnest solo swims under his belt.
After working for 20 years as an accountant, a pivotal moment came when a course on estate planning ignited Geoff’s passion for the intersection of legal, accounting, and financial domains.
Geoff realised many are given financial roadmaps and offered wealth management services, but lack the holistic guidance needed for life’s ups and downs.
He champions an approach that doesn’t simply evaluate success by the numbers in your bank account but by life satisfaction, wellbeing, and the legacies left behind.
With Geoff, you’re not planning for retirement – you’re crafting a narrative that resonates with your deepest values, ensuring each chapter is as fulfilling as the last.
Planning to live (happily) to 100
According to the Australian government, there are about 3,700 Australians who are over the age of 100. And yet by the year 2050, it’s estimated there will be more than 50,000 Aussie centenarians.
If you are born in Australia today, you have a 1 in 4 chance of living past 100.
An age that once seemed completely unattainable is now a reality for many, which is why we should be planning a 100 year life, which goes beyond simply planning a retirement.
But there’s not much point living to a ripe old age if you are miserable. If you’ve ever heard about the Japanese philosophy ikigai, it ties in nicely with living a full life into your later years and beyond.
The concept behind ikigai is that you need to uncover your life purpose and what brings you joy, so you feel motivated to bounce out of bed each day.
In retirement, we can find our ikigai at the intersection of doing what we love, what we’re good at, what the world needs and giving back in some way.
What You Love
What You’re Good At
What The World Needs
How You Can Give Back
If you look at the five regions around the world (including Japan) where people live the longest, they have a number of commonalities – mainly a strong sense of purpose.
They also value their families, have strong social connections, and manage stress well. Which is why if we want to live a long and happy life, we need to look at what’s important to us and ensure we continue to live in alignment with these values all the way into our retirement.
Geoff loves to work with his clients to help them uncover what matters the most to them, and then figure out how they can continue to find this joy all the way through to 100 and beyond.
Are you ready to make your next 50 your best 50?
Chat with Geoff to discuss wealth management services.
What Geoff’s clients say.
Geoff recognises the significance of local ties, mutual support, and collective growth. His approach embodies this commitment, always ensuring his clients feel a part of something bigger, where mutual respect and collective goals shine brightly.
Clients can trust that every piece of advice, every strategy, and every interaction is guided by a moral compass that prioritises their best interests and holistic wellbeing.
Family is at the core of Geoff’s values.
Understanding that every financial decision can impact the wellbeing of loved ones, he always considers the broader familial implications.
Geoff wants his clients to know they’re not just making decisions for themselves but crafting a lasting legacy for their families.
Geoff is a firm advocate of continuous growth and education.
He consistently seeks new knowledge in financial planning and beyond, ensuring his clients benefit from the latest financial insights.
He champions the idea that there’s always something more to learn, inspiring his clients to adopt a growth mindset.
To Geoff, financial planning isn’t just about numbers – it’s about carving out a life rich in meaning and intentionality. He is big on uncovering your story, what drives you and what lights you up, so you can create a roadmap that best suits the way you want to live your retirement.
Everyone’s idea of a good life looks different, which is why there is no one-size-fits-all retirement plan. The idea is to set you up on your adventure, so you can sail the seas of life, feeling confident steering at the helm.
Transition into your new stage of life knowing you are confident in steering your boat when you find the wind in your sails.
Retirement shouldn’t be dull – it’s an exciting adventure – and Geoff loves to witness the transformation his clients experience knowing they’ll be living the retirement they’ve always imagined.
Navigate your exciting journey with an intentional and planned retirement that’s purposefully tailored to you.