Grant Levitas
Gravitas Financial
I use the analogy of helping clients build their financial puzzle based on their own values, goals, needs and wants.
Having been a qualified financial adviser for over 24 years across 3 continents, I have helped clients going through minor and major life changes (getting married, divorced, receiving an inheritance, thinking of retiring, facilitating a family member's move into aged care or simply starting out their financial life early).
Brought up in a general and life insurance family business founded in 1948 to starting Gravitas Financial in 2017, my endeavor is to keep advice as simple and down to earth as possible and help clients answer their most pressing financial and non-financial questions and give them peace of mind along the way.
Bringing all their puzzle pieces together and creating the ideal financial picture clients want is very rewarding.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchInitial conversation at my expense.
I am a fee for service practitioner.
The fees I charge are based on how simple or complex the financial plan is and ongoing service offering that I provide to my clients.
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 15
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Gravitas Financial
Westfield Tower 2, Suite 1807, Level 18, 101 Grafton St
Bondi Junction, NSW 2022
Opening hours
- 8:30am – 8:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221
