“We first contacted Geoff Ivanac around six years ago when my husband was diagnosed with Alzheimer’s Disease and unable to continue working, it became apparent that we needed to get our life and future finances in order.
A financial plan was drawn up by Geoff utilising our projected income and expenditure and all was set.
I was to continue working for a couple of more years whilst my superannuation steadily grew and then when I retired would be invested, providing us with a regular monthly income.
Unfortunately, my husband’s degenerative condition accelerated, and it became necessary for me to cease working almost immediately and become his full-time carer.
Concerned on how we could afford this change in plan we called on Geoff’s expertise once again to advise and assist in revising our financial strategy, which he did with remarkable speed and proficiency.
Thank you, Geoff Ivanac, your approachability, professionalism and guidance has given us the confidence that our future is now financially secure.”
– Angi & Michael McCluskey
“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.”
– Bruce Thomas
“It’s been a pleasure dealing with Geoff over the years as we work towards our family’s financial goals.
He mixes a diligent and thorough approach, with practical and ‘real’ steps to reach our financial goals and ultimate financial security.”
– Ken Brinsden
“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.”
– Tony Fleming
“We’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.”
– Rick Cooper