Helping you achieve your financial dreams

WEALTH CREATION

Building your wealth is about choosing the investments that are best suited to you while providing you income while you hold them and capital when you sell them.

INSURANCE

Risk insurance is about protecting your wealth, your loved ones and, if you’re a business owner, your business. We also help you minimise the premiums.

RETIREMENT

We help you retire as comfortably as possible and that includes deciding when and how to start to make the transition from working life to retirement.

ABOUT US

Brett Geappen Financial Services has been providing expert advice to our valued clients for more than 10 years.

We provide the highest level of professionalism to provide practical solutions to all of your financial challenges. Our commitment to you is matched only by our commitment to our own development as your adviser. We spend hundreds of hours each year investing in our own bank of knowledge and skills, so that you can be confident that we are and will always remain expert advisers in all areas of personal and business financial management.

OUR LOCATION

You can find us in our brand-new, purpose built offices at 11 Scott St, Bellerive, on Hobart’s sun-drenched eastern shore.

OUR PROCESS