At RetireInvest Nowra, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
RetireInvest Nowra first opened in 1985 and has been providing holistic financial planning advice now for 35 years in our local area. RetireInvest Nowra has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.
We would like to introduce you to our team.
Proprietor/Senior Financial Planner
AFPA, Dip FS (FP) JP
Geoff was born in Cowra NSW and first joined the finance industry in 1969. With a very successful career in finance and corporate management, Geoff has developed skills and on hand experience required to assist all his clients financial challenges during life’s journey including the ups-and-downs that go with it.
Since 1993 as the local financial planner for NAB, and since acquiring the Proprietorship of RetireInvest Nowra in 2002, Geoff has and continues to enjoy helping clients with all their financial needs.
The majority of Geoff’s clients continue to be referred to him from his existing loyal client base and a range of business professionals with whom he has established a well developed network of trust.
Outside of work, Geoff is a keen fisherman, and continues to struggle with his golf handicap.
Geoff prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.
Advice I specialise in
- Retirement planning
- Investments, including savings plans
- Personal insurance
- Centrelink / DVA
- Aged care
- Portfolio review
- Ongoing advisory services
General advice I provide
- Deposit and payment products
- Life investment or life risk products
- Interests in managed investment schemes,
including investor directed portfolio services (IDPS)
- Retirement savings accounts
- Budget and cash flow planning
- Debt management
- Ownership and structures (e.g. discretionary
and family trusts)
- Estate planning
- Referrals to specialists (eg accountants,