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Geoff Ivanac

Real Life Financial Planning

Gold
17 Yrs Experience
West Perth, WA 6005

At Real Life Financial Planning we look at your money and life through a different lens to the banks and big financial institutions. It's our laser-focused obsession with uncovering what really matters to you that makes us different.

We not only help you optimise your income and assets, but we also help you explore possibilities, mitigate financial risks, plan for life's big transitions and build a lasting legacy.

We are not transactional advisers. We act as your financial guide to help you make transformational changes in your life that go beyond ticking off money centred goals.

We specialise in helping people who are 10 to 15 years from retirement who wish to plan ahead for retirement and be prepared for contingencies and unknown events so that they maximise their wellbeing and optimise their assets and make the most of the opportunities they have.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

I charge a flat dollar fee structure

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualifications
    • Graduate Certificate in Self Managed Superannuation Funds
    • Graduate Diploma of Financial Planning
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Real Life Financial Planning

Level 1, 11 Lucknow Pl
West Perth, WA 6005

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459