MenuGeoffrey Trewarn CFP®
About Me
I have been a practising financial planner since 1986 and believe in using my skills and knowledge to help clients unlock their goals and to develop a plan to achieve this in a straightforward and no nonsense way. I am passionate about lifestyle planning and the need to balance the living of today with planning for the future. My areas of specialisation are retirement, income protection, superannuation, savings and investments and setting financial goals.
Areas of Focus
- Aged care
- Employment changes
- Government assistance
- Investments
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
-
Years of Experience 40 Years
