David Ramsay

Income Solutions

Gold
35 Yrs Experience
Geelong, VIC 3220

As a Financial Planner, I work with a range of clients with varied circumstances, ages and occupations to determine a solid financial plan that supports both current and future financial security and freedom.  For over 30 years, Income Solutions has provided quality financial planning advice and service to our clients within the Geelong and wider community.  We have a solid investment philosophy, a focus on client education and an established advice process.

I am the founder of Income Solutions and have had the honour of working with many clients over three decades that I have been in the industry.  In many cases, the word 'client' has been replaced 'friend', and it gives me great pleasure to see my diary filled with the names of people whose company I truly enjoy.

I have a Bachelor of Commerce, with a Financial Planning major, and am a Certified Financial Planner.   

My education and experience provides clients with the knowledge and confidence to take control of their financial security.   

Please feel welcome to contact me and I look forward to hearing from you.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fee Structure detailed in a unique 4 STEP FINANCIAL PROCESS: 1) INFORMATION EVENING ~ Opening your eyes to a strategic way of thinking about your financial future. 2) RIGHT FIT MEETING ~ What you can expect from us working together and in partnership with you. 3) DISCOVERING YOU GOALS ~ Gain a clear picture of where you are now and where you want to be into the future. 4) BIG PICTURE ~ You will be presented with a personalised strategy specifically designed to achieve your identified goals.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 1987
  • Years of experience 35
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Income Solutions

153 Mercer St
Geelong, VIC 3220

Opening hours

  • 9:00am – 5:00pm Friday
  • 9:00am – 5:30pm Monday – Thursday

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459