Grant Homes Homes

About Myself

I’ve been working in the financial services industry since 2007, and have been authorised as a financial adviser with Unite Advisory (and Count) since 2017. I work mostly out of our Macksville and Coffs Harbour offices but have clients all over NSW.

I take pride in myself and try to be the best version of myself. I am always learning and trying to become better at what I do. That’s why I have taken the time to complete my Certified Financial Planner qualification. This is an achievement that I am very proud of, as it is globally recognised as having the highest education and ethical standards in financial planning.

Personality wise, I would say I am quiet but confident. Easy going, friendly and an honest person. I think I have a strong work ethic and I’m very process driven. I am patient and understanding and will not rush (or push) you into any financial decisions.

Why am I a financial planner?

I just enjoy helping people. I feel honoured that people trust me enough to ask for my advice and help. I really enjoy the strategic and technical side of what I do, the challenge of coming up with a solution for a client’s specific situation or problem.

But what really excites me most, is the warm and fuzzy feeling I get when I see the positive difference, I have made in someone’s life. It’s hearing the client thank me for what I have done for them and referring me to their family and friends.

My advice philosophy

To provide good advice, at a fair price while being a good human. Money and finances can be a complicated concept for some people. I try to make it as simple as possible, without over complicating things.

My focus is on first providing ‘strategy’ advice rather than being product focused. It is important to get the strategy and structure right first and then the product and investment advice follows. Front of mind is always having a client focus with everything I do. Doing whatever I can to make your life easier. It’s about really understanding my clients, their goals, values, needs and what they expect from me. Finding solutions to problems they didn’t know they had. To be respectful, upfront and honest. Be realistic about the outcomes I can achieve for a client. Treat clients the same as I would my family and friends. Following these principles allows me to build trusted ongoing relationships with my clients.