After 14 years in Financial Planning, Geoff Rees says farewell.
To be closer to their family, Geoff and Ann decided to sell their Financial Planning practice, Lighthouse Financial Planning (previously Infocus Mandurah), to Merideon Wealth Strategies in March 2018. After just over a year of working with the Merideon team and helping transition his clients, Geoff has retired and has moved to the east coast in July 2019.
We had a small farewell for Geoff and Ann to thank them for what they have done for their clients and wish them all the best in their new journey.
Never one to be lost for words, Geoff shared a few with us on his last day.