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Make the most of your money to live for today and
plan for tomorrow
Geelong Financial Planning
Our Geelong-based financial planners can partner with you to build a road map to your financial and life goals.
A financial plan is about more than just numbers; it’s about setting you on a course to achieve your life goals – whatever they may be. And success looks different for everyone. That’s why your Apt Adviser works closely with you to understand what’s important in your life and build a plan that is as unique as you are.
Your Apt Financial Planner starts by understanding you to create your
unique plan that can include:
- Investment and super management and advice
- Wealth accumulation and protection strategies
- A roadmap to funding and achieving life goals
- Managing and paying down debt
- Budgeting, saving and building access to emergency funds
- Structuring your assets and planning for tax
- Retirement planning
- Estate and wealth transfer planning
- Property financial planning
- Life event financial planning, including divorce, inheritance and redundancy
Meet the team
At Apt Wealth Legal Services, our expert legal team is dedicated to providing trusted guidance in estate planning, asset protection, and wealth transfer. With a deep understanding of complex legal and financial matters, we work closely with our clients to ensure their legacy is protected for generations to come. Meet the professionals who are committed to delivering tailored legal solutions with expertise, integrity, and care.
Contact Details
Address:
24 Moorabool Street
Geelong VIC 3220
Postal:
PO Box 4162
GEELONG VIC 3220
T: 03 5221 7557
F: 03 5222 5037
E: geelong@aptwealth.com.au
- Financial Advisors Geelong
- Financial Planners Geelong
- Wealth Management Geelong
Geelong Financial Planning FAQ's
About Our Services
What financial services does Apt Wealth offer in Geelong?
Apt Wealth offers comprehensive financial planning services including wealth management, retirement planning, superannuation advice, SMSFs, insurance, investment strategies, and expat financial planning.
Can I get retirement planning advice in Geelong?
Yes, our local Geelong advisers provide tailored retirement planning strategies that align with your lifestyle goals and financial situation.
Do you offer advice on superannuation and SMSFs?
Absolutely. We help clients maximise their superannuation contributions and manage or set up Self-Managed Super Funds (SMSFs) to suit their long-term plans.
Does Apt Wealth Geelong assist with investment planning?
Yes. We provide strategic investment planning to suit different risk profiles, whether you're investing for growth, income, or capital preservation.
Can I get help with financial planning after a divorce or life change?
Yes. Our advisers support clients navigating life transitions such as divorce, inheritance, or career changes with customised financial advice.
Location & Access
Where is the Apt Wealth office located in Geelong?
Our Geelong office is located at 24 Moorabool Street, within easy reach of the city centre.
Is in-person financial advice available in Geelong?
Yes. We offer face-to-face meetings at our Geelong office, as well as remote consultations for flexibility and convenience.
Do you serve clients outside of Geelong?
Yes. While our office is based in Geelong, we serve clients across the Greater Geelong region including Lara, Armstrong Creek, North Geelong, Bellarine Peninsula and surrounding suburbs.
Why Choose Apt Wealth Geelong
Why should I choose a local financial planner in Geelong?
A local financial planner understands the regional economy, property market, and lifestyle needs — giving you advice that's tailored to your area.
What makes Apt Wealth different from other financial advisers in Geelong?
Apt Wealth is a nationally recognised, award-winning firm with a strong local presence. Our advice is built on values like transparency, and we provide personalised service.
Geelong Financial Planning Experts
Local Insight, National Expertise
Situated just 75 km from Melbourne, Geelong is Victoria’s second-largest city and a fast-growing regional hub. With its vibrant waterfront, expanding suburbs like Armstrong Creek, and a diverse population of over 270,000 residents, Geelong offers an exceptional lifestyle – attracting young families, professionals, and retirees alike. As more Australians make the move to this coastal city, Apt Wealth’s Geelong-based financial advisors provide trusted guidance on wealth management, retirement planning, superannuation, and tax-effective investment strategies. Whether you’re planning for your future in Armstrong Creek, North Geelong, or Lara, our local presence ensures tailored advice backed by national expertise.
Contact Us
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