WHAT WE DO
We make complex things seem simple. Just how financial planning is meant to be
We have helped thousands of clients take control of their financial circumstances and achieve their lifestyle goals.
“ We give you the confidence and peace of mind - so that you can do more of what you love “
Shane Coutts (Principal Adviser)
Our Mission
At Geelong Lifestyle Financial Planning, we work closely with you through all stages of your working and personal life. Our experienced financial advisers develop personalized strategies that align with your lifestyle and financial goals. We take pride in simplifying complex financial matters, making financial security achievable and helping you confidently plan for the future.
Proactive Approach
We take a proactive approach, helping you to identify and achieve your goals. We use our experience to guide you through the “what now, what if, and what next” of life’s stage’s, helping you build a secure financial future and adapt to life’s changes.
Understanding You
We always seek to understand - what’s important to you?
Honest communication is at the heart of our client relationships, and we are committed to creating a comfortable, trusting environment where you feel at ease sharing your goals and concerns.
Providing Support
We work with you to build long term relationships and help guide you through financial and personal changes that happen during the course of your life. We are dedicated to helping you navigate each step, ensuring you feel confident and prepared for the future.