Financial planning means managing all aspects of your financial situation.
Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:
- Risk insurances;
- Debt and debt management;
- Cashflow and income management;
- Career planning;
- Aged care; and
- Estate planning
Each of these elements is important in its own right and making positive changes in any one area will provide substantial benefit. But the real benefits come when two or more of these elements are addressed together. That is when your financial profile really starts to sing.
Geoff specialises in superannuation strategies, investment planning, taxation planning, retirement planning including Centrelink, personal risk insurance and business advice.
He graduated with a Bachelor of Commerce, with a major in Accounting and a Sub Major in Law in 1993. He holds a Graduate Diploma in Financial Planning, from which he gained knowledge about various financial planning strategies.
Prior to joining Camden Valley Financial Solutions in March 2004 as Accountant and Financial Planner, Geoff was employed for 16 years in Business Banking with a major bank in Sydney and also spent time at a Financial Planning/Mortgage Broking company in a senior position.
In early 2017 Camden Valley Financial Planning was created out of Camden Valley Financial Solutions to provide a dedicated branch for financial planning.
Commercially-minded and practical, Geoff is highly valued for his technical knowledge and practical approach to helping clients and is praised by clients for his ability to provide simple advice on complex matters.
He has a love of all sports and is community minded with roles on the local Chamber of Commerce.