A friendly, professional and experienced team with a focus on client service.
Matthew Geappen Financial Services is a financial planning firm that has been providing financial advice and solutions for more than 10 years.
Our team operate with the highest level of professionalism and personability to ensure that we give you practical solutions to all of your financial challenges. We are committed to continuous improvement, and spend several hours each week maintaining and extending our knowledge base so that you can be sure that our advice is relevant, timely and of the highest quality.
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.
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.
We offer you a greater service offering not only in financial planning but accounting services, general insurance, home loans, property investing & legal services with trusted & professional referral partners.