Melissa Grimshaw

Hudson Financial Planning

Bronze
2 Yrs Experience
Milton, QLD 4064

Genuine, authentic adviser offering a bespoke approach to advice. Focused on collaboration, prioritizing needs, and personalizing solutions, including estate planning, to truly make a difference. My passion is to help find solutions, and provide peace of mind, as I believe that a large component of overall good health and well-being comes from taking one of the main stresses away from people -understanding and managing money. I have over 25 years' experience in the financial services industry and continue to love every minute of it. I am a CERTIFIED FINANCIAL PLANNERĀ® professional, which is the highest designation that can be achieved by a financial planner.

If you are:

  • Looking for a plan to retire?
  • Looking to retire with Confidence?
  • Looking to get your financial stuff sorted?
  • Looking to start investing or create passive income?
  • Looking to get your insurance sorted or reviewed?
  • Looking to protect and preserve your legacy?
  • Looking for help to navigate the complexities of age care and Centrelink for your loved ones?

I can help!

I have a very strong focus on giving quality advice and will therefore delve to ensure that You and I are on the same page and therefore have the right structures in place to meet your objectives that should "Make a Difference" to you.

Outside of work, you will see me tackle many different adventures with my Husband, and continuously learning as I move through life's journey.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Property Investment
  • Borrowing
  • Tax Strategies
  • Wills & Estates

My fees

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

We are a fee for service practice and all fees are discussed and agreed with you in the first instance, to maintain transparency at all times. I generally will have a 15 minute free chat to gauge your needs and where I can help.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2023
  • Years of experience 2
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Hudson Financial Planning

Suite 1B, Level 1, 22 Mayneview Street
Milton, QLD 4064

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Hudson Financial Planning

AFSL 241177