Business Details
Your Trusted Financial Advisers in Geelong
Wealth Planning Solutions is a dedicated financial advisory firm committed to helping clients achieve their financial goals through tailored strategies and expert guidance. With over 25 years of industry experience, our team specialises in self-managed super funds (SMSF), risk insurance, retirement planning, and tax-effective wealth accumulation. Our approach prioritises client education, ensuring informed decision-making aligned with individual needs.As an Australian Financial Services Licensee, we uphold rigorous compliance standards and maintain a client-centric ethos, fostering long-term trust through transparent communication and proactive portfolio management. Our expertise extends to business succession planning, redundancy investment strategies, and Centrelink rule navigation, supported by a track record of delivering consistent returns and personalised service.
Services
Financial Planning & Advice
Risk Insurance
Superannuation
Retirement Planning
Centrelink Assistance
Highlights and features
- We offer over 25 years of experience in financial advisory services.
- Our team specialises in self-managed super funds (SMSF) tailored to client needs.
- We provide 24/7 client support and proactive portfolio management.
- Our advice is backed by Australian Financial Services License compliance.
- Client-centric approach with a focus on long-term financial education.
Associations and certifications
- Australian Financial Services License (AFSL) 234459
What people say
Friendly professional attitude
Sound financial advice
Proactive with advice
Regular updates
Peace of mind
Services
Financial Planning & Advice
We provide tailored financial planning services focusing on wealth accumulation, tax strategies, and retirement planning. Our expertise ensures clients achieve long-term lifestyle goals through strategic investment advice. With a client-first approach, we prioritise education and compliance to deliver sustainable financial outcomes.
Self Managed Superannuation
Specialising in self-managed super funds, we assist clients in establishing and managing SMSFs. Our services include portfolio diversification, compliance management, and ongoing advisory support to optimise retirement savings while adhering to regulatory requirements.
Personal Risk Insurance
We offer comprehensive risk insurance solutions, including life, TPD, trauma, and income protection policies. Our advice ensures clients safeguard their financial future against unforeseen events, providing security for individuals and their families.
Retirement Planning
Our retirement planning services focus on creating sustainable income streams and tax-efficient strategies. We help clients transition into retirement with confidence, ensuring their financial plans adapt to evolving personal and market conditions.
Centrelink Assistance
We advise on Centrelink rule changes and their impact on financial plans. Our team develops strategies to maximise entitlements while integrating government benefits into broader wealth management frameworks for eligible clients.
People
Karen Ryrie
Principal Financial Adviser
With over 25 years of experience, Karen specialises in SMSF and financial planning. A member of the FPA, she focuses on tailored strategies for personal and business clients, ensuring compliance and long-term growth.
Shane Arthur
Senior Financial Adviser
Shane provides expert advice on superannuation and investment strategies. With extensive experience in personal insurance and retirement planning, he helps clients build wealth and secure their financial futures through proactive management.
Carol Johnson
Administration
Carol manages client services and compliance, ensuring smooth operations. Her administrative expertise supports the team in maintaining regulatory standards and delivering efficient client service since 2010.
Tracy Ogilvie
Senior Paraplanner
Tracy brings years of technical paraplanning experience, supporting financial advice delivery. Her operational expertise ensures accurate documentation and compliance, enhancing the team's ability to provide tailored client solutions.
Questions
What financial services do you offer?
We specialise in financial planning, risk insurance, self-managed super funds, retirement strategies, and Centrelink assistance tailored to individual needs.
How do you tailor SMSF advice?
We assess your goals to create diversified SMSFs, providing ongoing management and compliance support to optimise retirement savings.
What insurance products are available?
We offer life, TPD, trauma, income protection, and business-related insurance policies to safeguard financial security.
How can you help with retirement planning?
We develop tax-efficient retirement strategies, including income streams and portfolio management, to ensure financial stability in retirement.
How do you stay compliant with regulations?
As an AFSL licensee, we adhere to strict compliance standards, ensuring all advice meets regulatory requirements and client interests.
Reviews (1)
Mark Mayfield
Jul 14, 2017
Report
Fantastic people to deal with, very knowledgeable make sure you make the time to see them before making your important financial decisions.
