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Recent Reviews
9 months 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
9 months 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

Licences

  • Bachelor of Commerce
  • Diploma Financial Planning
  • Certified Financial Planner
  • ABN 73574867677

Services

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

Specialities

  • 20 years experience
  • Fee for Service Advice

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