Welcome to Indian Ocean Financial Services.

We are a boutique local financial services business offering full specialised, commission free, financial advice solutions for employees working in the medical, primary, resource industry and other employees in and around Geraldton.

Our mission is to assist you to turbo charge your wealth creation through investments in and outside superannuation and protect that wealth and your family on the way through life insurance and estate planning.  

Did you know that a typical Western Australian self-funded retiree needs more than $60,000 per year for the next 20 years to retire comfortably and happy?