YOUR FINANCIAL LIFE ORGANISED AND A CLEAR PATH FORWARD

Straightforward financial advice for busy professionals.

You don’t want to look back with regrets and wish you could have done more.

You’re on top of your game professionally, but when it comes to your financial world, you have a niggling feeling you could be doing better.

And although you’ve always been sensible with money, you don’t have a clear plan for the future.

Let’s fix that.

MONEY IS CONFUSING

WE’LL HELP YOU SORT IT OUT

At Graham Financial Solutions, we’re all about keeping things simple. No fluff. No jargon.
Just straightforward financial advice that you’ll understand.

MORE CLARITY

Look ahead with optimism.
Be clear about what you want out of life and get direction for your money.

MORE CONFIDENCE

Confidently make big life choices, like moving, travelling, working less or saying goodbye to 9-to-5 entirely.

MORE CONTROL

Be organised financially and get your money working on autopilot so you don’t have to worry about it.

Hi. I’m BrYan.

When I first meet with clients, they often feel overwhelmed by all the mixed messages about money and the avalanche of options. They feel lost, unsure what steps to take next.

At Graham Financial Solutions, we unclutter the confusion and explain everything in plain English.

We get your financial housekeeping in order by helping you organise your cash flow, sort out your super, protect your wealth, pay less tax and prepare for retirement.

What gives us a huge buzz is seeing the relief on a client’s face when they realise they can accomplish all the things they want to be, see and do without money worries.

We build long-term relationships with our clients, who tell us they sleep easy at night, unphased by the noisy news cycles. They value the personal support and feel comfortable that they’re on the right path.

BOOK A VIRTUAL MEET-AND-GREET

Thanks to Bryan Graham’s financial planning my finances are on track to deliver the lifestyle I want in retirement. I have been with Bryan since 2012. Bryan has given expert advise and has saved me money in taxes, fees and charges. I have always found Bryan to be extremely professional and he takes time to explain all the facets of my investments. I have been more than happy with the results and would highly recommend Bryan as a financial planner.

Carmel V

We appreciate the care and attention Bryan takes to address our inquiries. This gives us the confidence that Bryan has really put our interests first. He cares how well we plan our future and wants to help us achieve our goals.
There is never any pressure to make decisions based on his recommendations and he always offers options. We are very happy with the service we get when working with Bryan. He makes things simple to understand and helps to make financial planning easy for us. We highly recommend his services.

John & Kerry S

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.

Toni P

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.

Linda D

ORGANISE, GROW AND PROTECT YOUR MONEY

At Graham Financial Solutions, we help you take advantage of every opportunity to get ahead faster and easier. So, when it’s time to say goodbye to office life, you’ll know you’ve done everything possible to make the most of your hard-earned money.

THINKING AHEAD

You’re climbing the professional ladder, balancing your career with family life. You want to use time to your advantage to get an edge financially and make real money progress in setting yourself and your family up for the future.

GETTING PREPARED

You’ve done the hard yards and made it through the hectic years of juggling your career with family commitments. And although you’re not quite ready to swap your business attire for beachwear, you want reassurance that you’re on track and want to know your options.

LOOKING FORWARD

You’re navigating life independently and want a plan and structure for all the pieces of your financial world. You value having someone in your corner you can trust, so you can enjoy what matters most to you without money stress.

ACHIEVE ALL THE THINGS YOU WANT TO BE, SEE AND DO WITHOUT MONEY WORRIES

1.
20-MINUTE INTRO ZOOM

Book a 20-minute no-obligation online meeting to see if we are a match to work together.

2.
LISTEN. PLAN. EDUCATE

We clarify what you want out of life and create a financial map that leads you there.

3.
FINANCIAL LIFE SORTED

Feel clear, confident and in control of your money and look ahead to a secure financial future.

Life and legislation are continually changing. That’s why there’s no set and forget at Graham Financial Solutions.

We meet with you for regular reviews to tweak your financial plan to adapt to these changes.

BOOK A VIRTUAL MEET-AND-GREET