A common theme I see when people come to me for a chat is that they simply want to make better decisions with their money.
What that means varies wildly from person to person.
Here are some examples of common things I hear:
- I just don't know where all of my money goes
- I don't know what to do with my savings
- I want to use government schemes to buy a home sooner, but they're so complicated
- I want to make sure I'm not completely stuffed if I'm sick or injured. What insurances do I need?
- Should I put more money into super? Or should I invest it in my name?
- How do I go about investing? What should I invest in?
And, most commonly...
"I just want to make better decisions with my money, and I don't know where to start!"
The best thing to do is complete our Financial Wellness Questionnaire. It'll help you identify where you're doing well, and what you need to do to improve. You can even choose to book in a $0, obligation-free chat with me about your responses to see if there's anything I can do to help.
Here's the link: https://go.inspiredfinancialplanners.com.au/fwq
I work with people all over Australia, so it doesn't matter where you are.
I'll do my best to empower you to make more informed choices about what to do with your money.
Every person I meet with has unique goals and circumstances. I tailor the cost of advice to each scenario depending on complexity associated with preparing the advice to be provided. Our fees are always fair, and cover our fixed costs (licensing, technology, utilities, insurances, etc.) and a margin sufficient to cover wages and enough profit to reinvest into the business for continued growth. We'll reach an agreement on what the costs are after we've identified how we're going to help, so all parties involved can move forward with confidence that working together is going to be beneficial.
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.
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
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.
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.
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.
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 2014
- Years of experience 9
- Bachelor of Commerce
Inspired Financial PlannersSuite 38, 207 Currumburra Rd
Molendinar, QLD 4214
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Synchron Advice Pty Ltd