Geet Tangri

Coffee With Geet Financial Retreat

14 Yrs Experience
Camp Hill, QLD 4152

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 fees

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

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

Recent reviews

At a glance

  • 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

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Financial Force Pty Ltd

AFSL 238337