WE MAKE SENSE
SOUND FAMILIAR?
- You’re busy working hard with no direction or plan for your money.
- You struggle to find time to make money management a priority.
- You earn a good income but feel like you should be in a better position financially.
- You’re confused by all the conflicting information about managing money and building wealth.
Time to take control of your money and financial future:
PERSONALISED ADVICE FOR ALL THE
FINANCIAL DECISIONS THAT IMPACT YOUR LIFE
At Graham Financial Solutions we’ll uncover your financial blind spots and show you what’s possible.
We’ll give you a clear plan for your money and ongoing guidance to keep you accountable and on-track.
PLAN
AHEAD
Make an action plan to achieve everything you want to be, see and do.
ORGANISE
YOUR MONEY
Streamline all the pieces of your financial life with an organised structure and system.
OPTIMISE
YOUR SUPER
Make the most of the tax-efficient opportunities to turbocharge your superannuation.
PROTECT YOUR WEALTH
Be prepared for life’s curve balls with the right level of insurance to protect your income and lifestyle.
GROW YOUR INVESTMENTS
Get your money working for you with investments that suit your timeframes and ‘sleep at night’ factor.
PAY LESS
TAX
Cut your tax bill (legally) by using the tax rules to your advantage.
KNOW YOUR
‘ENOUGH’
Get complete clarity around how much money you need to make big life choices like holidays, houses and job changes.
RETIRE WHEN
YOU’RE READY
Know ‘how much is enough’ for you to have the choice to cut back your hours or say goodbye to work life entirely.
LEAVE A
LEGACY
Ensure your wealth transfers to the next generation according to your wishes with a tax-efficient estate plan.