3 Best Financial Services in Geraldton WA

Expert recommended Top 3 Financial Services in Geraldton WA. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

8+ YEARS IN TBR
CALL CONTACT

INDEPENDENT ADVISERS WA

58 Hillview Drive, Drummond Cove,
Geraldton WA 6532 Directions

Since 1999

Specialty:

Financial Planning Accounting Legal and Estate Centrelink Insurance and Debt

Independent Advisers WA has built strong relationships with clients over the past 25 years, enabling them to better understand their clients' needs. They offer specialised independent financial advice to families committed to working towards the next level of their financial success, focusing on those aged over a specified limit. They create a step-by-step plan to accomplish your aspirations through intelligent and efficient business management after developing a clear understanding of your situation. Independent Advisers gives unique insight by combining goal-based advice with advanced tax strategies. The team is dedicated to enhancing financial well-being and reducing stress. Independent Advisers aims to build a life you don't want a vacation from.

2025 Update: Their principal adviser is a fully qualified independent financial planner and accountant, and a member of the Certified Independent Financial Advisers Association.

Reviews | Play Video | Write a Review
License ABN 86 158 826 647| CAR 455979 | AFSL 533684

Contact:

04 6641 4321

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

3+ YEARS IN TBR
CALL CONTACT

MIQ PRIVATE WEALTH PTY LTD

12 Bayly Street,
Geraldton WA 6530 Directions

Since 2006

Specialty:

Financial Planning Wealth Management Retirement Planning Superannuation Advice Aged Care Investment Advice Estate Planning Wealth Protection Life Insurance TPD Insurance Trauma Insurance Child Trauma Insurance Key Person Insurance Income Protection Insurance Buy–Sell Insurance

MiQ Private Wealth in Geraldton is a wealth management firm that helps individuals create, protect and recover wealth. Luke Jarzynski is a Senior Financial Adviser at MiQ Private Wealth Pty Ltd. He is a highly experienced and dedicated Adviser passionate about helping individuals and families achieve their financial goals. MiQ Private Wealth Pty Ltd has 30+ years of experience. They have 15 advisers. As their clients’ trusted advisers, they deliver holistic advice under a collaborative framework. Their team includes accredited specialists in succession planning, insurance, SMSFs, aged care, and foreign investment. They help you make informed decisions, liaise with other professionals like accountants and lawyers, and support your long-term financial objectives.

2025 Update: The firm has 50+ outcome-focused staff and has supported 15K+ clients.

Reviews | Play Video | Write a Review
License ABN 14 606 420 919 | #504773

Contact:

08 9964 5039

Mon-Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Geraldton Wealth Pty Ltd.
Geraldton Wealth Pty Ltd.
Geraldton Wealth Pty Ltd.
8+ YEARS IN TBR
CALL CONTACT

GERALDTON WEALTH PTY LTD.

130 Augustus Street,
Geraldton WA 6530 Directions

Since 2020

Specialty:

Retirement Planning Financial Planning Superannuation / SMSF Investments Risk Insurance Estate Planning Centrelink Advice Aged Care

Geraldton Wealth Pty Ltd is led by director Kelly Greenaway. She loves getting to know her clients fully and developing clear strategies to get them from where they are now to where they want to be. Geraldton Wealth Pty Ltd. provides its customers with a full range of financial planning services, including advice on retirement, superannuation, investing, insurance and general estate planning. The firm offers an extensive collection of guides for the client. Their team has access to a vast reservoir of technical expertise and practical experience in a broad range of areas. They continuously and proactively look for methods to improve their clients’ wealth. Geraldton Wealth Pty Ltd. aims to work in your best interests and achieve best practices in financial planning.

2025 Update: They specialise in empowering pre-retirees and retirees to make informed decisions about their financial future.

Reviews   |   Write a Review
License ABN 32 638 819 477

Price:

Discovery Meeting: $350
Your Road-Map To Financial Freedom (Initial Strategy): From $4,800
Tailored Service Packages: From Per Month $320

Contact:

08 9964 2522

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: