FIND YOUR PURPOSE, EXPLORE POSSIBILITIES

and Live an Inspired Life

FIND YOUR PURPOSE, EXPLORE POSSIBILITIES

and Live an Inspired Life

GEOFF IVANAC
FINANCIAL PLANNER, ESTATE PLANNER, TRANSITION PLANNER, CHARTERED ACCOUNTANT
CA, FChFP, TPC | PERTH, WESTERN AUSTRALIA

real life

ESTATE PLANNING

Preserve your family story 

real life

FINANCIAL PLANNING

Get the most out of life

real life

RETIREMENT COACHING

Make your next 50 your best 50

GEOFF IVANAC

THE REAL LIFE FINANCIAL PLANNER IN PERTH

I’m a Chartered Acountant, a Fellow Chartered Financial Planning Practitioner, a Transition Planning Consultant, an Estate Planning Consultant and I have a degree in business and graduate diplomas in financial planning and self managed superannuation funds.

Traditionally, financial planning has been focussed on maximising your return on investment. Whilst this is important, it is only part of the value of financial advice. What we provide is a “life centred” approach, where we focus not on your money but what you want out of life.

I believe that the true benefit of financial planning is to help you to live a long and happy life by helping you find your purpose, explore possibilities, prepare for life transitions (both known and unknown) and creating and preserving your family story.

5 Minute Reads

ABOUT RETIREMENT PLANNING, ESTATE PLANNING AND RETIREMENT COACHING

9 reasons to update your will

9 reasons to update your will

The recent COVID-19 health pandemic has highlighted for many of us how vulnerable our parents are and the importance of making sure their wills and other important estate planning documents are up to date. The importance of regularly reviewing your estate planning...

6 ways to decide out what you will do in retirement

6 ways to decide out what you will do in retirement

You may be about to retire or a significant birthday has reminded you that you are getting older! Your first thoughts are probably money issues, such as how to save enough for retirement, how much do I need and how long will my money last? These are all very important...

To find out how to live an “Inspired Retirement”

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Geoff Ivanac CA, FChFP, TPC is an Authorised Representative (309751) and an employee and director of Everblue Consulting Pty Ltd trading as Real Life Financial Planning (ABN 34 162 924 512), which is a Corporate Authorised Representative (234459), of Australian Unity Personal Financial Services Limited (AFSL 234459).

General Advice Warning: Any advice on this site is general advice only and does not take into account the objectives, financial situation or needs of any particular person. It does not represent legal, tax, or personal advice and should not be relied on as such. You should obtain financial advice relevant to your circumstances before making any decisions.