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.
Look ahead with optimism.
Be clear about what you want out of life and get direction for your money.
Confidently make big life choices, like moving, travelling, working less or saying goodbye to 9-to-5 entirely.
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.
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.
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.
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.
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
20-MINUTE INTRO ZOOM
Book a 20-minute no-obligation online meeting to see if we are a match to work together.
LISTEN. PLAN. EDUCATE
We clarify what you want out of life and create a financial map that leads you there.
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.