Brett Grocke

Prosperity Wealth & Advice

4.85
4 Reviews
Silver
6 Yrs Experience
Tanunda, SA 5352
Brett has 8 years of experience in the financial planning industry and has completed a Bachelor of Commerce at Deakin University, majoring in Finance and Financial Planning. When working with Brett, you will note the following attributes:  * Friendly and approachable  * Highly reliable * Genuine care about your concerns and well-being * Responsive to your queries in a timely manner * High level of personal service * Maintains long term relationships Brett is married to his partner of 12 years, Gemma. They have a fur baby, Jed, who is a Black Labrador. Brett thoroughly enjoys his sport following the Adelaide Crows and whilst he previously played and was heavily involved in cricket and football for his local club Tanunda, he now spends most of his free time playing golf at Tanunda Pines and socialising with friends and family.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 4
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce (Finance and Financial Planning)
  • Language spoken
    • English

Prosperity Wealth & Advice

117A Murray St
Tanunda, SA 5352

Opening hours

  • 9:00am – 9:00pm Monday – Friday

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

4.85
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.40
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"I have been very happy with Brett’s service and have recommended friends who have taken up his advice for their future ."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett was wonderful to work with. He was able to listen to what was needed and explored options in details. I was confident of his knowledge base."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Brett gave me advise on transferring my superannuation from a self managed fund to a new policy. Brett took me through every step either on the phone or a video call as he is in SA and I live in Qld. Brett is extremely competent and knowledgeable and I had every confidence ini his ability to guide me towards what is best for me. I always received Brett’s full attention and trust him fully with me finances."

  • Government Assistance
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett explains things easily and clearly. He is very accessible and always available when needed. I am confident with Brett that I am maximising my outcome for retirement and this gives me a great peace of mind. I would highly recommend Brett!"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Bachelor of Commerce (Finance and Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Brett's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Brett able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Brett's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Brett to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Brett?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Brett provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Brett may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Brett Grocke
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens