Business Details
Your Trusted Financial Advisers in Geelong
At Wealth Planning Solutions, we are dedicated to empowering clients to achieve their financial goals through personalized guidance and strategic planning. With over 25 years of industry experience, our team specializes in crafting tailored financial strategies that address both personal and business needs. We prioritize client education, ensuring our clients remain informed and confident in their financial decisions. Our expertise spans retirement planning, superannuation management, tax strategies, and wealth accumulation, all designed to secure long-term financial well-being.As members of the Financial Planning Association of Australia, we uphold rigorous professional standards, combining technical proficiency with a commitment to transparency and client-centric service. Our approach emphasizes proactive support, adapting to evolving market conditions and regulatory changes to safeguard our clients' financial futures.
Services
Financial Planning
Self Managed Superannuation
Personal Risk Insurance
Business Risk Insurance
Retirement Planning
Centrelink Assistance
Redundancy Planning
Group Risk Insurance
Business Estate Planning
Highlights and features
- We offer 25+ years of specialized financial advisory experience.
- Our advice is tailored to your unique personal and business needs.
- We provide ongoing support for evolving financial landscapes.
- Our team holds certifications with leading industry bodies like the FPA.
- We prioritize transparent communication and client education.
Associations and certifications
- Financial Planning Association of Australia (FPA)
- Personal Financial Services Limited (AFSL 234459)
What people say
Professional and caring
Peace of mind
Expert advice
Personalized strategies
Proactive support
Services
Financial Planning
We develop customized financial plans to help clients achieve long-term lifestyle goals. Our approach integrates retirement planning, tax strategies, and wealth accumulation, ensuring alignment with individual aspirations. With a focus on education and adaptability, we guide clients through complex financial decisions, leveraging market insights and regulatory expertise to optimize outcomes.
Self Managed Superannuation
Our SMSF specialists simplify the creation and management of self-managed super funds. We provide tailored advice on investment strategies, compliance, and direct share allocations. With deep technical knowledge, we ensure your superannuation aligns with retirement objectives while navigating evolving regulatory requirements to maximize long-term growth.
Personal Risk Insurance
We offer comprehensive risk insurance solutions, including life, TPD, trauma, and income protection policies. Our advice safeguards clients' financial security against unforeseen events, ensuring loved ones are protected. By analyzing individual circumstances, we design policies that balance coverage and affordability, providing peace of mind for the future.
Business Estate Planning
Our business estate planning ensures continuity during ownership transitions or key personnel changes. We develop strategies to preserve business value and operational stability, addressing legal and financial complexities. By proactively planning for contingencies, we protect clients' legacies and secure sustainable growth for their enterprises.
Retirement Planning
We specialize in creating retirement plans that ensure financial security during post-work years. Our strategies optimize superannuation, investment portfolios, and pension options to sustain desired lifestyles. Through regular reviews and market analysis, we adapt plans to changing circumstances, ensuring clients retire with confidence and long-term stability.
People
Karen Ryrie
Principal Financial Adviser
Karen has over 25 years of experience in financial advice, specializing in SMSFs and strategic planning. A member of the FPA, she tailors solutions for personal and business clients while ensuring compliance and growth.
Shane Arthur
Senior Financial Adviser
Shane provides expert advice on superannuation, investments, and insurance. With a focus on wealth-building strategies, he assists clients in retirement planning and managing lump-sum investments to secure financial futures.
Carol Johnson
Administration
Carol manages client services and compliance since joining in 2010. Her administrative expertise ensures smooth operations, supporting advisers with technical and regulatory obligations.
Tracy Ogilvie
Senior Paraplanner
Tracy brings extensive technical paraplanning experience, having worked with major firms in Darwin and Adelaide. She joined in 2024, focusing on operational planning and technical support for financial advice delivery.
Questions
What financial services do you specialize in?
We specialize in financial planning, self-managed super funds, risk insurance, retirement strategies, and business estate planning tailored to individual and business needs.
How do you help with self-managed superannuation?
We guide clients through SMSF setup, investment strategies, compliance, and ongoing management, ensuring alignment with retirement goals and regulatory requirements.
What types of insurance do you offer?
We provide life insurance, TPD, trauma coverage, income protection, and business-related policies like buy/sell agreements to safeguard financial security.
Can you assist with Centrelink benefits?
Yes, we analyze Centrelink rule changes and develop strategies to optimize eligibility while integrating benefits into broader financial plans.
How do you approach retirement planning?
We create personalized retirement strategies focusing on superannuation optimization, pension options, and sustainable income streams to support long-term financial independence.