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Don’t wait until you’re ready to retire to find out whether you’ve been on the right track to live an “Inspired Retirement”.

Contact Real Life Financial Planner

We meet either at our office in Scarborough, Perth, WA  or virtually or a combination of both. It can save you time and is very efficient for our multiple meeting process even if you live just around the corner!

Our process is visual and interactive using virtual technology, software and powerpoint presentations for an enjoyable experience to bring your financial plan to real life!

 

We have flexible meeting times and work to suit your busy professional and family life. We also collaborate with other professionals in this way such as your accountant or solicitors so that you are not spending hours driving from one meeting to the next.

During COVID-19 all our meetings have been virtual at various times of the day. The feedback from our clients is that it is very convenient and the advice was able to be provided when and where they needed it the most.

Contact the Real Life Financial Planner

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with Geoff Ivanac to find out whether Real Life Financial Planning is right for you. 

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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.