Quality Local Financial Advice & Financial Planning Services in Geraldton

First Financial Advisor appointment free of charge, No commissions, means your interests comes first.

Established in 2011, Indian Ocean Financial Services is fast becoming the only place in the Midwest for serious financial planning clients that seek honest, independent, and professional financial advice.

Mick Steffan (CFP®), our founder and senior financial planner has been giving financial advice in Geraldton to clients and financial planners since 1999.

Over the years Mick became more and more disillusioned about the limitations of financial advice and commission culture under his previous dealer group (AFSL). It was time for a positive change!

In early 2011, Mick decided to take action and restructure his business to include personal taxation advice as the core of any personal financial advice which led to a change of dealer group and a joint venture with a group of highly regarded Certified Practising Accountants operating at Bluff Point, Geraldton.

The alliance with Adam Hunter Accountants and the new AFSL, Lionsgate Financial Group gave our founder the opportunity to combine personal taxation and financial advice which he believed should be the cornerstone of every financial plan.

Soon after, Mick created Indian Ocean Financial Services and we are proud to offer the people of Western Australia and in particular the Midwest a truly unique and transparent approach to combine financial planning and taxation advice as one integrated solution.

We are convinced that our business meets the higest standards of the financial industry as we provide access to:

• A Certified Financial Planner CFP® professional in Geraldton,
• Which is also a Australian Registered Taxation Agent,
• And a SPAA Self Managed Superannuation Specialist,
• That gives independent and non-commission based ethical personal advice,
• To clients that appreciate long-term financial planning,
• Based on an hourly rate, not commission or percentage,
• Which is customised to suit our client individual challenges and aspirations,
• By taking advantage of our unique direct investment philosophy,
• Which allows us to bypass third party fund manager's fees,
• And create cost savings for our clients.

Our vision is clear: If we cannot add value by improving your financial situation, saving money or creating certainty and peace of mind, we should not be charging you.

For more information or a chat please call 08-99500349. Alternatively take advantage of our special introduction offer and meet our senior adviser free of charge at a place that is convinient to you!