Geraldton Greenough Financial Services

We provide a full range of financial planning, taxation and legal services to all of our clients. We have access to a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation and self-managed superannuation, estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

Multi-disciplinary

We bring a wide range of highly trained and qualified staff including accountants, solicitors, and credit advisers to our clients and make sure each client improves their financial position as efficiently and as safely as possible.

Client Focus

We continuously and proactively look for ways to improve our clients’ wealth, financial health and retirement planning, with all things being done in the pursuit of our core focus of enhancing client’s financial profile.

Ethics-based

Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.

Our Services

Financial Planning

Investments

Risk Insurance

Aged Care

Estate Planning

Superannuation

Retirement

General Insurance

SMSF

Centrelink

Meet Our Team

Team Leader

Graham
Director/ Senior Financial Adviser

The Team

Jeff
Senior Financial Adviser
Melissa
Financial Adviser/ Support Officer
Jennifer
Financial Adviser/ Support Officer
Kelly
Financial Adviser/ Support Officer
Racheal
Financial Adviser/ Support Officer
Sherri
General Insurance Officer/ Receptionist

What Our Clients Are Saying About Us

  • “A small token of my appreciation for you great efforts recently in helping me otain the Age Pension, from completing the application form for me to ensuring my application was approved and that I received all benefits to which I was entitled. I still cant believe how simple and easy the whole process was, and how quickly my application was approved, all of which I put down to your professionalism and how thorough and detailed you were in completing my application for me, and with every step in the whole process. I was absolutely over the moon with how you kept me fully informed every step of the way with how my application was progressing, what to expect next and so on. I never once wondered what was going on – you always ensured I knew”
    John

  • “More than happy with my retirement investment outcomes thus far”
    Irene

  • “Graham and all of his staff are helpful, knowledgeable and genuinely interested in their clients and how best to meet their needs. Thank you so much for your help and advice”
    Don & Jenny 

  • “Jeff has taken care of our needs for several years and nothing is ever too much trouble.”
    Henry

Useful Resources

Client Manuals

We have developed an extensive collection of guide series for clients. They comprise a unique collection of  financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.

Client Newsletter

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.

Diary Notes

Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.

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Contact Us

Recent Diary Notes