Grant is recognised as an expert in serving the complex advice needs of executives and high net wealth families through the development of bespoke financial plans that outline a clear pathway to financial independence. Acting as a personal CFO for his clients, Grant prides himself on building long term relationships built on trust, confidence and clarity. Grant’s highly personalised approach and accessibility ensures that clients receive a premium level of service and have confidence in their financial plan at all times.

Grant has the proven ability to offer Clients holistic wealth management advice, with specialist knowledge in: 

• Strategic Financial Advice
• Entity Structuring & Tax Planning
• Portfolio Construction & Investment Management (inc Employee Share Schemes)
• Financial Independence & Retirement Planning

Grant’s finance career started in 1996 where he spent 4 years in the stockbroking industry learning the fundamentals of investing and where he also gained valuable insights into investment markets and the habits of successful investors. Since 2000 Grant has been providing holistic financial advice to his clients and he is proud to have many client relationships that have spanned 20+ years. Grant’s appetite for knowledge and learning has seen him attain a Master of Financial Planning (Griffith) and he continues to undertake significant professional development activities each year. In addition to his professional pursuits, Grant is also an active member in the community and supports multiple charities such as St Vincent De Paul, Ronald McDonald House and Spoke to a Bloke through his fundraising, sponsorship and volunteering.