BRISBANE FINANCIAL
PLANNING FOR TIME-POOR PROFESSIONALS
BRISBANE FINANCIAL
WHY WE DO WHAT WE DO
When we first meet with clients, we find they’ve usually done everything ‘right’ with their money: they’ve lived within their means, paid extra off their home loan, and have some money saved for a rainy day.
Yet, they aren’t clear about what they’re working towards. They know they could be doing more with their money, but they’re struggling to piece everything together and don’t know what steps to take next.
Through our straightforward, no-fluff financial planning process, we love giving our clients something to aim for and educating them about options they’d never considered.
We build long-lasting relationships with our clients, helping them line up every financial decision with what’s truly important to them.
A HUGE WEIGHT LIFTED
What we regularly hear from our clients is:
“That makes sense. I understand what I’m doing. I feel confident. I feel in control.”
Seeing the look of relief on a client’s face is incredibly rewarding. We remove the burden of money worries from their life.
We give them the confidence to make decisions for their future.
We build long-lasting relationships with our clients, helping them line up every financial decision with what’s truly important to them.
BRYAN GRAHAM
Principal / Financial Adviser
Adv. Dip. FS(FP)
AFP®
Hi, I’m Bryan. Founder and Financial Adviser at Graham Financial Solutions.
Graham Financial Solutions was born out of my frustration at seeing too many people earning good money but not making the most of it because they were overwhelmed by choices and conflicting messages.
And, over the last two decades in the financial planning industry, I’ve seen too many people leave it until just a couple of years out from retirement to get advice, wishing they’d taken action sooner.
I unravel the confusing and complex world of money by keeping things simple and explaining things in plain English. No jargon or complicated strategies. Just straightforward advice and support to make the most of every dollar you earn.
Whilst it’s never too late to get advice, I like to start working with clients in their 40s and 50s, so we can use time to our advantage to make the most of tax, super and investment opportunities.
As a husband and dad of four kids, I understand the challenges of juggling a career with raising a family, all while keeping my finger on the pulse financially. What keeps me motivated is an unwavering focus on building a life of freedom and flexibility for my family and my clients.
LOUISE PARKER
Financial Adviser
CFP® Grad.Dip.FP
I’ve been involved in financial planning since 1989. Over that time, I’ve helped countless people imagine and then build a brighter financial future for themselves and their family. At over 30 years in the business, I still derive enormous satisfaction and am passionate with assisting my clients achieve their financial goals.
“I care about having clients for life. My business has been built on my reputation for caring for our customers.”
– LOUISE PARKER
JANICE CHRISTINE VENTO
Paraplanner/Customer Service Manager
With a wealth of experience in Customer Service and Quality Assurance, coupled with a strong background in Finance Coordination and Bookkeeping, I am now poised to embrace a new chapter in the financial industry.
“ I approach this fresh opportunity with excitement and determination, ready to take on challenges and make a meaningful impact. Let’s embark on this journey together!”
– JANICE CHRISTINE VENTO
WHAT TO EXPECT
WE KEEP IT REAL
We’re honest and transparent in everything that we do. We’re straight shooters who will tell you how it is in a way that makes sense.
WE MAKE IT SIMPLE
We don’t overcomplicate things to make ourselves look clever. We explain things in a straightforward way to make it easy for you to take action. No jargon.
WE WORK TOGETHER
This is a collaborative process. We’re in your corner, helping you make informed decisions for all aspects of your financial ife.