SHAPE YOUR FUTURE

With down to earth advice that helps you plan the life you want

WEALTH CREATION

Building your wealth is about choosing the investments that are best suited to you while providing you income while you hold them and capital when you sell them.

INSURANCE

Risk insurance is about protecting your wealth, your loved ones and, if you’re a business owner, your business. We also help you minimise the premiums.

RETIREMENT

We help you retire as comfortably as possible and that includes deciding when and how to start to make the transition from working life to retirement.

ABOUT US

Matthew Geappen Financial Services is a financial planning firm that has been providing financial advice and solutions for more than 10 years.

We provide a full range of financial planning and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

OUR LOCATION

Matthew Geappen Financial Services has a brand new location. Our purpose built, modern office is located on the sunny eastern shore, at 11 Scott Street, Bellerive.

OUR PROCESS