I use the analogy of helping clients build their financial puzzle based on their own values, goals, needs and wants.
Having been a qualified financial adviser for over 24 years across 3 continents, I have helped clients going through minor and major life changes (getting married, divorced, receiving an inheritance, thinking of retiring, facilitating a family member's move into aged care or simply starting out their financial life early).
Brought up in a general and life insurance family business founded in 1948 to starting Gravitas Financial in 2017, my endeavor is to keep advice as simple and down to earth as possible and help clients answer their most pressing financial and non-financial questions and give them peace of mind along the way.
Bringing all their puzzle pieces together and creating the ideal financial picture clients want is very rewarding.
Initial conversation at my expense.
I am a fee for service practitioner.
The fees I charge are based on how simple or complex the financial plan is and ongoing service offering that I provide to my clients.
Grant is extremely professional and very knowledgeable. He understands our needs and presents information clearly and with a huge amount of patience and honesty.
Very personable and helpful
Grant has always provided the services I require with utmost professionalism and efficiency.
I have found Grant to be professional, friendly, knowledgeable & really really easy to approach. He is always available & very patient at explaining every element of my portfolio
I trust Grant completely
- Adviser status Bronze
- Number of reviews 15
- First year providing advice 2010
- Years of experience 13
- Advanced Diploma of Financial Planning
Gravitas FinancialWestfield Tower 2, Suite 1807, Level 18, 101 Grafton St
Bondi Junction, NSW 2022
- 8:30am – 8:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd