People often ask me what I love about being an adviser. For me, it’s helping clients to achieve clarity and feel comfortable with their plans. People have so much choice today. It can be tough to make decisions about what we want to do tomorrow, let alone over the next five, 10 or 15 years. If I can help someone find clarity about what they’re trying to achieve and help them line up those decisions so they can accomplish their goals, then I’ve meaningfully helped them to live a better life.
As an adviser, I know that what clients do now will go a long way to determine what will happen in the years ahead. I help to identifying what you are trying to achieve and how that’s connected to the decisions you make today.
That’s what gets me out of bed every morning – giving clients the confidence to make decisions for their future. For some people it’s about retirement, for others it’s about raising a family or saving for a house. Whatever the goal, there’s nothing better than seeing someone gain confidence when they can see a path forward.
I established Graham Financial Solutions in 2013. We help clients build, protect, and manage their wealth by providing guidance in various areas of finance. With over 20 years’ experience in the industry, I know what it takes to succeed with your personal and business goals.
Whether you are looking for clarity around how much you need to retire comfortably or want to know more about basic investing concepts, we can help guide you toward success.
We value professionalism and clear communication. We will help you gain a sense of control of your situation so that they feel comfortable with your decisions throughout the process.
Bryan has the ability to simplify complex issues/concepts and to distil explanations that support understanding and confidence in decision making.
Bryan is patient, intelligent and knowledgeable.
Bryan treats you as an individual and works to understand your circumstances, goals and preferences.
We were recommended to Bryan by one of his long-term existing clients who we have a high level of trust in. Bryan won our confidence and trust in managing our funds, as he explains in detail what we are lacking in knowledge of finances and the like. We always feel comfortable in asking any questions, no matter how trivial they appear. Meetings with Bryan are never rushed and we value his advice and knowledge of Government regulations as well. We always leave the meeting knowing Bryan has our best interests in hand. This was a good move in moving away from my industry superannuation fund. We appreciate Bryan's patience and quick responses to any ad-hoc questions we may put forth.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2001
- Years of experience 22
- Diploma of Financial Services (Financial Planning)
Graham Financial SolutionsLevel 38, 71 Eagle St
Brisbane City, QLD 4000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
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