Financial Planning For A 100-Year Life
Beyond Money, Toward Meaning
Traditional financial planning focuses on numbers, tax, and legislation – but that’s not what truly drives a fulfilling life. Longevity Financial Planner is different.
This is where we explore the why – helping you craft a vision for your long life and aligning your financial strategy with purpose, health, and relationships.
About
The Road Less Travelled
Meet Geoff Ivanac – Your Longevity Financial Guide
Longevity Financial Planner is my personal platform for exploring what it means to live a meaningful, fulfilling, and financially secure 100-year life. Unlike traditional financial planning, which is focused on tax, superannuation, and investment returns, my focus is on the why – helping people navigate transitions, redefine retirement, and live with purpose.
My journey to financial planning wasn’t linear. I started as an accountant and quickly realised that technical advice alone isn’t enough – financial planning should be about people and the evolving chapters of their lives. Over the years, I’ve seen that even the best financial strategies mean little if they aren’t aligned with a vision for the future.
I founded Real Life Financial Planning, where I provide one-on-one financial advice for clients ready to take control of their wealth. But this space – Longevity Financial Planner – is different. Here, I share insights, ideas, and unconventional wisdom about financial longevity, identity, and purpose.
What Makes This Different?
It’s Not About Spreadsheets. This is not a blog about tax legislation, superannuation changes, or financial products.
It’s About Your Why
I help people explore the bigger questions – who do you want to be in retirement? How do you create purpose after a long career? What does a truly fulfilling life look like?
It’s Thought Leadership, Not Just Advice. My goal isn’t to sell you a financial product – it’s to challenge how we think about money, aging, and retirement.
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Services
Your Longevity Planning Compass
Financial planning isn’t just about return on investment – it’s about return on life. We use a holistic approach to help you design a meaningful, fulfilling, and financially secure 100-year life.
The Four Pillars Of Longevity Planning
Purpose And
Meaning
Who are you beyond your career? How do you stay engaged in life?
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Health And
Well-being
How do you plan for longevity beyond financial security?
2
Financial
Security
How do you ensure your wealth supports you through different life stages?
3
Relationships And Community
How do you maintain meaningful connections as life evolves?
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My Approach
I don’t just provide financial strategies – I help people rethink what a long, fulfilling life looks like.
Retirement Income Planning
Enjoy the Best Years of Your Life.
Many retirees fear spending their savings due to the Decumulation Paradox. We help you create a strategy that ensures lifelong financial security without sacrificing joy.
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Legacy And Estate Planning
More Than Money – Crafting Your Legacy with Purpose.
A legacy isn’t just about money – it’s about impact.
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Longevity Planning Strategies
A Financial Plan That Supports Your Soul, Not Just Your Bank Account.
Align financial planning with Ikigai and Balanced Goals.
3
Transition Planning
Plan for Help Before You Need It.
Housing, aged care, and financial independence strategies.
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