About Us

Income Solutions

Income Solutions is a leading financial planning practice with offices in Geelong, Melbourne, Colac, and Hamilton. Formed by our Principal David Ramsay in 1987, Income Solutions has grown substantially over the years to become the number one financial planning business in Victoria within the Garvan Financial Planning licensee network.

Income Solutions chooses to be licensed through Garvan Financial Planning, which is part of the National Australia Bank Group of Companies. Garvan Financial Planning is one of Australia’s leading financial advice networks, with funds under management totalling over $10 billion. This provides our clients with protection, comfort and peace of mind knowing we are compliant with regulations, and are held accountable for the advice we provide.

 

Meet our founder – David Ramsay

Hear from our Founder David Ramsay about when we started, what type of business we are today, and the superior financial planning service we offer our clients. Watch now…

 

Our Values

PASSION
RESPECT
INNOVATION
KNOWLEDGE
TEAM
ACCOUNTABILITY

We are passionate about delivering quality advice and services.
We are determined to improve ourselves and our processes to get the best results

We treat all those with whom we interact with equal courtesy and consideration

We encourage new ideas and we are not afraid of failure.
We simply learn and improve and encourage diversity

We have a quest to further our knowledge and the knowledge of our clients

We encourage collaboration in the workplace and with our clients to achieve success

We take ownership of our actions until completion.
We are mindful of the impact our actions have on others

 

Currently Supports

  • Geelong Cats Nine Lives

    Geelong Cats Nine Lives
  • Give Where You Live

    Give Where You Live
  • Opportunity International

    Opportunity International
  • Geelong & Surf Coast Cycling Club’s Summer Criterium Series

    Geelong & Surf Coast Cycling Club’s Summer Criterium Series
  • Ocean Grove Football Club

    Ocean Grove Football Club
  • Mother’s Day Classic

    Mother’s Day Classic
  • Eltham Football Club

    Eltham Football Club

Income Solutions is dedicated to helping the local community. Principle and CEO, David Ramsay, has shaped Income Solutions around values and ethics which includes supporting local not-for-profit organisations and charities.

Geelong Cats Nine Lives

Geelong Cats Nine Lives

Give Where You Live

Give Where You Live

Opportunity International

Opportunity International

Geelong & Surf Coast Cycling Club’s Summer Criterium Series

Geelong & Surf Coast Cycling Club’s Summer Criterium Series

Ocean Grove Football Club

Ocean Grove Football Club

Mother’s Day Classic

Mother’s Day Classic

Eltham Football Club

Eltham Football Club

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