About Us

Income Solutions

Income Solutions is a leading financial planning practice with offices in Geelong, Melbourne, Colac, and Hamilton. David Ramsay, our Principal Financial Planner founded Income Solutions in 1987.  Over the years Income Solutions has grown substantially to become the pre-eminent financial planning firm in Victoria, within the Australian Unity Personal Financial Services network.

Income Solutions chooses to be licensed through Australian Unity Personal Financial Services, which has been in business for over 180 years. Australian Unity is one of Australia’s leading financial advice networks, providing our clients with protection, comfort and confidence in the knowledge that we are compliant with regulations and are held accountable for the advice we provide.

Meet our founder – David Ramsay

David shares the narrative of Income Solutions development.

Watch now…

Our Mission

Income Solutions mission is to create wealth for our clients.
Wealth is the absence of financial worry, an income you don’t outlive,
and a meaningful legacy to those whom you love.

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
  • 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

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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