About Us
We specialise in guiding our clients through the complexities of retirement planning, helping them towards a more secure and fulfilling future. We understand the intricacies of retirement and the unique challenges you may face as you transition into this new phase of life.
What sets us apart is our belief that the real value our clients receive from our advice is not in the numbers, but in the impact it has on their lives and their ability to focus on what really matters to them.
While we are based in Wagga and the majority of our client meetings are held in our office, we can also meet online or over the phone if required. Just get in touch to discuss your needs.
Why Choose Us
We go beyond the old-style financial advice, focused on products only. We build lasting relationships based on trust, transparency, and integrity.
Personalised Approach: Your financial journey is unique, and so is our approach. We take the time to understand you, your goals, concerns and aspirations, crafting tailored solutions to meet your individual needs.
Expertise and Experience: With years of experience and a deep understanding of the Australian financial landscape, we bring our extensive expertise to the table, ensuring you receive the highest quality advice.
Ongoing Support: We provide ongoing support and guidance, adapting your financial plan to changes in your life, the economy and legislation.
Our Team
Graham is a CERTIFIED FINANCIAL PLANNER® and holds a Master of Applied Finance and Graduate Certificate in Finance from Charles Sturt University, along with an Advanced Diploma of Financial Planning and a Diploma of Financial Services (Financial Planning).
Graham is a strong believer in contributing to his local and professional communities and is currently a member of the Policy and Regulations Committee of the Financial Advice Association Australia (FAAA). Graham has also previously held the following positions:
- Chair of the Financial Advice Association Australia (FAAA) Riverina Chapter
- Ambassador for the Future2 Foundation
- President of the Estella Public School P&C Association
- President of the Estella Progress Association
- Chair of the Wagga Wagga City Council Australia Day Community Committee
Take control of your future today.
Book an introductory call to discuss how we can help you put a plan in place to reach your goals.
