Geet Tangri. Your personal financial life advisor.
Geet takes a unique approach to financial planning whereby she provides holistic financial life advice. She focuses on her client’s personal wellbeing, their relationship with money and what financial freedom means to them. Geet believes that financial planning is not about the product or sales, but it’s about achieving your life goals by building a long-term client-advisor relationship.
Each client has different needs which requires a deeper understanding of the client’s life, their aspirations, values and what is important to them. She follows a step by step process to uncover their individual personal and financial goals. This results in a personalised investment and financial plan for each client.