Geet Tangri

Coffee With Geet Financial Retreat

Silver

14 Yrs Experience

Camp Hill, QLD 4152

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Geet takes a unique approach to financial planning whereby she provides holistic financial life advice. She focuses on her client’s personal wellbeing, their relationship with money and what financial freedom means to them. Geet believes that financial planning is not about the product or sales, but it’s about achieving your life goals by building a long-term client-advisor relationship.

Each client has different needs which requires a deeper understanding of the client’s life, their aspirations, values and what is important to them. She follows a step by step process to uncover their individual personal and financial goals. This results in a personalised investment and financial plan for each client.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Tax Strategies
Growing Assets
Budgeting

My goal is to help as many clients from all walks of life.

4.50 March 2020

Geet setup our portfolio 5 years ago, we have been extremely happy with her knowledge and advice which is invaluable and beneficial to our needs and requirements.

5.00 October 2017

Very nice person with positive outlook on life. Geet shows logical reasoning and explain things very clearly.

5.00 October 2017

I have find Geet very helpful and knowledgeable.

5.00 October 2017

Geet has made an easy task to complete and able to do this without my feeling any sense of compulsion to comply. I am overall happy with service.

5.00 October 2017

Since I have been working with Geet on my super portfolio, the changes and adjustments we have made together as a result of her financial and technical expertise has been of great benefit to me. Geet is fantastic at client relationships which over the years has not been a focus from Suncorp. Geet as a financial planner, is a credit to the Suncorp bank.

Adviser status Silver
Rating 4.91
Number of reviews 8
First year providing advice 2010
Years of experience 14
Highest qualifications
- Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Financial Planning)
Language spoken
- English

Coffee With Geet Financial Retreat

40 Gotha St
Camp Hill, QLD 4152

9:00am – 5:00pm Monday – Thursday

Financial Force Pty Ltd

AFSL 238337

Geet Tangri

Coffee With Geet Financial Retreat

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Financial Force Pty Ltd