Financial Planning Geelong

What if Financial Advice didn’t actually feel like Financial Advice..?

We get to know you first. Who you are, why and what it is that you would like us to help you with. It is important to us to get to know you so then we will have not only started to create a relationship but will have started to gain a far deeper understanding as to how and where we can help.

From here we create and design the plan that ‘fits’ you. We then work with you to learn more and to see the plan come to life. Our clients are with us because of this.

It is Financial Advice… just different.

Si Simple
Re Relationship
Pm Peace of Mind

I love a cafe that has a being, a presence, a cafe that has that feeling that you want to be there. I don't know what it is, it just has this thing, almost like a safe place where you can forget about life for a moment.

Now, I know I am not a cafe but I sort of want my office to have the same feel. A place where my clients can feel safe...


Let's have a coffee and a chat...

as this is the first step at Elementary Financial. We'd love to get to know you, then we can talk about what we need to do...

Elementary Financial Pty Ltd ABN 13 600 592 970 (CAR 1236747) is an Authorised Representative of Boston Reed Pty Ltd AFSL 225738, ABN 89 091 004 885.

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