We are passionate about connecting with our clients.
Our goal is to help you achieve a sense of financial wellbeing. We want you to be confident that you are on track to live your best life, knowing that there is a plan in place to help you achieve this, and ensuring that you can still live for today while keeping an eye on tomorrow.
We do this by taking the time to deeply understand you, listening to you and hearing what you want out of life. We take the time to really get to know you: your concerns, your goals, your dreams and then develop the right strategy for you.
At Grange, we are not tied to any large organisation or any product provider, so we are here solely with the objective of focusing on you and working with you to ultimately help you be in a better position than before we first met.
Financial advice is a journey. As with any journey, it starts with knowing where you are now and then being very clear about where you want to head. Once you know this, you can map out the route you need to take and the key milestones you want to pass.
At Grange we believe it is important to take the time to understand you. The first thing we do when we meet is sit down and have a conversation. We want to hear about who you are, how you got to where you are, what your current circumstances are, along with the people in your life that rely on you.
We take you through a process to help identify your longer term objectives, as well as any medium term goals you want to reach while on the journey. We want to understand what you would like to achieve in life and the financial capability you will need to make this a reality.
Once we are clear on the destination, we will create a plan that will show how you will get there, and the risks and benefits associated with the various options we will explore together.
At Grange, our mantra is to make the complex simple. We speak in plain English and will always ensure you have a complete understanding of all the recommendations we make so you feel in control.
Our focus is working together so that you are in a better position than before we first met. We take the time to understand your needs and provide personalised advice with a tailored service offering that will help you achieve your goals.
Get to know our team of trusted advisers and support staff. They will help you navigate your financial journey.
We collaborate with other trusted organisations to deliver our services to you.
Quilla Consulting is a recognised leader in investment management. They manage various active and passive investment portfolios and provide key investment market insights.
Macquarie has a highly regarded team of research analysts and economists. They provide reports and recommendations on ASX listed securities.
Financial advice should not be viewed as a one-off event, but as an ongoing process. Circumstances, whether external such as market or economic conditions, or personal such as your family situation, work or health can change.
That’s why it’s important that your financial strategies and plan are reviewed regularly. Our ongoing service provides the accountability and monitoring to make sure you stay on track to what you want to achieve.
Whatever your goal and wherever you’re at, we’ll help you to explore, plan, track and realise your goals for a better tomorrow.
These days, most of us don’t travel the traditional age-based financial journey. Instead, each journey can start and finish at any stage. That’s why it’s important to have someone you trust by your side.
We work with individuals, couples, families and businesses at all stages in their life to help them build, protect and manage their wealth and lifestyle.