7 Reviews

Grant Millar

Inspired Financial Planners

Bronze

11 Yrs Experience

Molendinar, QLD 4214

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I work with people who are under 45 to make better decisions with their money with friendly, no-nonsense advice.

Whether you're just getting started, or you're wanting to take things up a notch, I've got your back.

Here's what we'll do:

PLAN A:

Set up an easy to manage budget that sees you saving a predictable amount each month
Clear bad debt, and only use debt to grow your wealth
Use your money to earn you more money, instead of you needing to keep working forever
Minimise tax and utilise government benefits

PLAN B:

Use your super as a tax-effective vehicle to enhance your wealth for retirement
Get the right Death, Disability and Illness insurances in place to protect your financial wellbeing
Sort out your estate planning. Get a Will, Enduring Power of Attorney, and Superannuation Beneficiary - all with potential tax and ownership implications considered

We then catch up regularly to ensure everything stays on track, and make adjustments as needed.

Whether you know what kind of advice you're looking for or not, I've got you covered.

HOW TO GET STARTED

Take a few minutes to complete the Financial Wellness Assessment: https://go.inspiredfinancialplanners.com.au/fwa

This will help you to better understand what you're doing well, what needs improving, and what's not been addressed at all.

You'll then be redirected to my calendar so you can schedule a video call with me, if you'd like to have a chat about your responses and explore what I can do to support you.

If you'd like to schedule a call to have a chat first, here's the link: https://go.inspiredfinancialplanners.com.au/phone

I look forward to hearing from you!

Grant

Superannuation
Insurance Protection
Managing Debt
Margin Lending
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

My fee structure is based on fixed dollar fees, regardless of how much money you have.

Every person I meet with has unique goals and circumstances.

The cost for advice depends on the complexity of your circumstances and goals.

My fees are always fair, and if I don't believe the cost will outweigh the benefit, I'll be upfront and honest with you.

Once I have a reasonable understanding of what kind of advice you need, I'll provide you with a quote which outlines what type of advice you need and the expected benefits to you from getting advice.

This allows you to make an informed decision about whether you see value before you need to commit to paying anything.

Some of my fees:

1.) May be tax deductible to you

2.) May be payable by your super

3.) May not be applicable if I'm receiving an insurance commission

5.00 October 2021

Grant is a motivated, honest and professional individual. His attention to detail is second to none and his clear and precise explanations of financial matters makes Grant worth his weight in gold. I have a level of confidence and motivation in my financial matters when I engaged him to work on my Super, Investment Planning, Life and Income Protection Insurances. I would have no problem referring Grant to future clients.

5.00 September 2021

Grant is helping me a lot in budgeting and strategies to improve my money income. He is very helpful, intelligent and friendly person. I highly recommend him to all my friends

5.00 September 2021

Grant has been giving me financial advice for the past year, and I have never felt so confident about my finances. I always receive through explanations in an easy way to understand, and Grant is very open to questions as well.

4.75 February 2020

Grant is a wonderful financial planner, he supported me through all my insurance and super queries and helped me find the best product for me in a calm, kind manner. He did so in a thorough, compassionate, and clear way helping me feel empowered to make better financial decisions. Would definitely recommend him to others.

5.00 March 2019

I couldn’t recommend him more to someone who feels a bit blind as to what they need to do to protect there future. I was interested in getting some life insurance sorted to protect my family a while back and sent Grant a message. He took the time to talk about what he did and explain a lot of the fine print I wasn’t aware of. Not only has been able to set me up with Life Insurance that was right for me but has been able to help me put together some saving plans for the future and get me focused on owning my own home. Grant is one of the great advisors out there as you don’t feel like you are just another client.