Geoff Sharpe CFP®
About Me
I work with clients from all backgrounds, who share one thing in common: a desire to build and maintain their wealth so they can enjoy a better lifestyle.
I aim to make what can often be complex financial issues and strategies easy to understand, so you are better placed to make informed decisions about your money and investments.
Ultimately my mission is to help you live life by design, rather than possibility, providing the peace of mind that comes with knowing you have financial security.
It's my privilege to make a difference in the lives of my clients and to guide them throughout their financial journey.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 25 Years
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Licensed By Capstone Financial Planning Pty Ltd