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Contact details

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0468 63 99
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0468 639 9

Client Focused Financial Planning Reviews (6)

Testimonial for Graham

3 days ago
Graham and I met up about ten years back after I had been to see various financial planners. Some I did not understand, and others spoke of commissions which I was wary of. With Graham I pay on a fee for service basis with no hidden extras and I felt most comfortable with Grahams clarity and vision for my way ahead financially. My portfolio has done well, and I look forward to Grahams regular news emails regarding the current market and prospects for the future. I appreciate Grahams friendly and easy-going nature along with his care for how I am managing my budget including any big-ticket items I may be considering. If ever I have a query I’m able to pick up the phone and have a chat and to me that is a vital part of his service. Sometimes in discussion Graham acts as a devil’s advocate getting me to consider other ways around a large expense I might be considering. An enormous help. Thanks Graham..terrific service!
Mike - Croydon Victoria

Thanks for his knowledge

9 days ago
Graham has been amazing at helping us sort out our finances and getting prepared for retirement. He is always there when we have questions, he supports and advises us on all the best avenues for our situation.
Greg and Brid - Perth WA

My trusted financial planner

a year ago
Some 6 years ago my finances were in a mess. At age 62 I was divorced with a large(to me) mortgage. I thought I'd have to keep working forever. Graham was recommended to me by my Mortgage Broker when I realised I was in need of help. He listened to me, to what I wanted to do, and helped me to plan for my retirement. He helped sort out my finances, suggested an ethical accountant and I haven't looked back! I'm now on track, take overseas holidays, and it's my preference to still work part-time. I'm happy to recommend Graham, as I shall be using his services for a long time to come!
Carole McCulloch - Melbourne

Owner's Response

Hi Carole. It is a pleasure being able to advise you and to help you manage your superannuation and semi retirement. I look forward to being of continuing service you you. Cheers
Business Owner. 06.01.2019

Lifestyle Planner

a year ago
My husband and I sought financial planning advice through Graham Chatterton about 10 years ago. Graham is a wealth of knowledge and will be able to guide you in the right direction. If you want to take the hard work out of organising your finances Graham is your man. We highly recommend his services. You will not be disappointed. Carol & Dean Austin
Carol Austin - Melbourne Victoria

Owner's Response

Hi Carol. Thanks for your kind words. It was a pleasure helping you get your super and insurances sorted out and now just keeping an eye on things for you. All the best.
Business Owner. 11.12.2018

Great Service and Understanding

a year ago
At the time we were referred to Graham we didn't really understand how our super money was invested and we had little contact from the adviser who had set us up in the funds. Graham reviewed our funds for us and we found out that we were paying $1,000s of dollars in management and advice fees but we weren't getting any advice. Graham was able to help us understand out super options and set up pension funds for us in a much more suitable low cost alternative. He also charges us significantly less in ongoing advice fees and we can opt out of that at any time. Overall we were impressed with Graham's openness and honesty and how he really seemed to put our interest first. We would have no trouble recommending Graham to others. Marlene and Keith Perth
Marlene Mifflin - Perth

Owner's Response

Thank you Keith and Marlene for your kind words and endorsement. Saving people money and making sure they get proper advice is a cornerstone of my business. It has been a pleasure to help you and to continue to be of service to you.
Business Owner. 11.12.2018

Testimonial- Heather

a year ago
From the day I came to your office, a nervous investor I found you to be very caring, friendly and open. You have an honest face. From the beginning I trusted you with my small super fund. I was coming to you at the end of a very volatile period in the industry and was worried about protecting my super and trying to provide a nest egg for my future. It was a time when I was very worried I would not have enough to retire on. You guided me through the process with what now turns out to be sound advice and I now find myself in a position where I can retire to live what I hope will be a comfortable life in retirement. You are also in the process of guiding me through what is a confusing time with my elderly mothers latter years. What to do with her house, how it affects her pension. What to do about the cash she is holding in term deposits and all the confusion that goes with it. Overall I have found you to be educated and confident in the advice you give to your customers.
Heather - Melbourne

Owner's Response

Thanks for your kind words Heather. It has always been my pleasure to help you understand your superannuation and retirement choices. You are a pleasure to work with.
Business Owner. 21.11.2018

Services

  • Financial Planning
  • Superannuation
  • Life Insurance
  • Personal Insurance
  • Income Protection
  • Budgeting
  • Strategic Planning

Specialties

  • 20 years experience
  • Fee for Service Advice

Licences

Bachelor of Commerce
Diploma Financial Planning
Certified Financial Planner

Media

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