Investing in your Future


We're focused on Financial Life Planning and helping people meaningfully achieve financial freedom. Your goal is our objective and it all starts with a Coffee with Geet.

Let's get started
 

How we can help



Financial Education

Gain an understanding of Insurance, Super and Investing!


Setting Goals

Understanding your objectives and how to achieve them


Health and Wellbeing

Financial stability starts with a healthy mind & body


Investment Planning

A personalised strategy to meet your needs

The Experience

Visualise your financial planning experience.

Personalised Advice

Our goal is to make a positive impact on your life by providing personalised, transparent, unbiased advice. We take no commissions, asset-based or percentage of investment fees or incentive payments, and have no affiliations or ownership links with third parties and product manufacturers.

That means you can rest assured that we have nothing to gain by referring you to other providers, working with certain people or having a bias towards certain products. We only work for our clients, avoiding any conflicts of interest and focussing on giving the best advice.
 

Meet the Planner


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.


Geet has completed a Master’s in English and a Master’s of Philosophy. She has also completed an Advanced Diploma in Financial Planning. She is accredited to advice on SMSF investments, registered C-Dec and is a Member of Financial Planning Australia.


Geet has 15 years’ experience at Centrelink in various roles where she eventually became a Financial Information Officer (FISO). This led to her journey towards financial planning in 2010. She worked at AMP for 2 years and then joined Suncorp Bank where she was awarded top national financial planner for two consecutive years. Her success was accredited to her focus on providing a personalised customer experience and comprehensive financial advice.


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.


Geet has completed a Master’s in English and a Master’s of Philosophy. She has also completed an Advanced Diploma in Financial Planning. She is accredited to advice on SMSF investments, registered C-Dec and is a Member of Financial Planning Australia.


Geet has 15 years’ experience at Centrelink in various roles where she eventually became a Financial Information Officer (FISO). This led to her journey towards financial planning in 2010. She worked at AMP for 2 years and then joined Suncorp Bank where she was awarded top national financial planner for two consecutive years. Her success was accredited to her focus on providing a personalised customer experience and comprehensive financial advice.

 

Let's get started


 
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