Financial Planning

We will help you bring all elements of your financial life together so that they are coordinated with each other. We help you with estate planning, tax planning, risk management, cash flow management, retirement planning…

Estate Planning

To successfully transfer wealth from one generation to the next requires more than comprehensive tax, estate and financial planning strategies to be in place. Legacy planning involves preparing your beneficiaries…

Retirement Planning

To commence planning for your retirement you need to determine which stage of life you are in. Then you must apply different strategies, which will be flexible enough to withstand life and financial circumstance changes…

Transition Planning

Whether you are a business owner, executive, or professional – a transition plan helps you move successfully from full-time work to eventual exit from the workforce. Preparing a transition plan is a once-in-a-lifetime opportunity…

ABOUT GEOFF

“Hi,

Welcome to ‘Follow My Footprints’ which conveys to you my views, thoughts and recommendations on what you should consider to successfully transition from one stage of life to the next.”

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LATEST POSTS

7 Dimensions of Retirement Planning  Retirement planning has been traditionally provided in one dimension with…

Estate planning is one of the most important and valuable issues you should consider for your family….

Recently there has been a constant stream of negative publicity about the financial planning profession…

POPULAR POSTS

For the last ten years I have been travelling regularly to regional Western Australia where I help families…

I recently returned from our annual camping holiday. This year we ventured north to Kalbarri….

My wife often tells me that we have completely different interests and when our children…

The average age of divorce is changing and a “steady rise in the divorce rates…

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