In introducing himself as an experienced, hands on personal financial adviser, Geoff is aware of the importance of communication skills and personal integrity.
During his 13 years as an army officer Geoff also learnt that if a subject was kept simple then there was a greater chance of it being understood and accepted by others, and he has applied these skills to achieve success for his clients over the past 35 years.
Geoff specialises in helping retired people, and those “baby boomers” preparing for retirement during the last “ten golden years” of professional working life. His clients are usually in their late 50s through to their 60s and beyond, have accumulated or are in the process of accumulating significant wealth and aim to enjoy a comfortable and relaxed retirement with a minimum of fuss.
In addition to his South Australian based clients, Geoff also looks after clients in Tasmania. Assisting migrants from the UK has also been a specialisation of his in recent years. Geoff has been married to his wife Mavis for over 44 years and enjoys travel, caravanning, blue-water sailing and his grandchildren.