OUR
SERVICES

There are no 'standard' solutions in financial planning; each plan needs to meet your own personal circumstances. Comprehensive qualifying of your financial situation allows us to establish exactly what your financial needs, objectives and circumstances are and tailor a strategy that suits your needs & lifestyle. We can help tailor a strategy in a range of different financial requirements including:

  • Superannuation - Tax effective savings and fund management.
  • Personal Insurance - Life, Income Protection, TPD & Trauma cover.
  • Investments - investment portfolio management.
  • Retirement Planning - transition to retirement.
  • Business Succession Planning (Buy/Sell)

At Georgiou Financial Services we are continually conscious that each plan must be powerful enough to achieve your personal goals but it must also be flexible to accommodate any necessary changes over time and varying circumstances.

We recognise that as financial environments change, so too will your requirements. For this reason we offer our clients a set periodic review service to ensure that each individual strategy can be altered in line with any significant changes in your life and its events.

PRODUCTS
AND SERVICES

By dealing with Georgiou Financial Services, you benefit from our broad range of services that include:


  • Maximising the returns on your investments and managed funds
  • Superannuation consolidation advice
  • Reducing your mortgage, debt consolidation and gearing advice
  • Tax minimisation strategies
  • Business succession planning
  • Life, trauma and income protection insurance needs
  • Estate planning recommendations
  • Self-managed super fund

CUSTOMER
SERVICE

DEDICATION,
DILIGENCE AND
INTEGRITY

The Georgiou Financial Services team are committed to providing superior service - we pride ourselves on always approaching our work with dedication, diligence & integrity.

We believe that our commitment to the needs of our clients has contributed to the success of many local businesses and families.

Georgiou Financial Services are committed to assisting you achieve financial security and peace of mind with the confidence that you have a dedicated team of experienced professionals in your corner.

Image Image Image Image Image Image