Geoff Wilson has over 37 years in the financial services industry, with the last 22 years in financial planning. He is passionate about building up long-term relationships with clients to help them through the various stages of their life, from wealth accumulation through to retirement and helping out the next generation.

Geoff is keen to help clients to live the life they prefer through careful and collaborative planning and strategic advice, while helping them understand any trade-offs that may be needed to achieve their goals and objectives. Geoff is keen to ensure that clients have comfort and peace of mind that their financial affairs are being managed by someone they can trust.

Geoff’s other interests including travel, reading, music and sport, especially cricket. He has been actively involved with the local cricket club for nearly 40 years as a player, committee member and junior coach.