Grant is a highly experienced adviser with over 19 years’ experience in the finance industry and for the past 15 years has been providing truly holistic, strategic financial advice to executives, professionals and high net worth clients.
As a partner of VISIS Private Wealth, one of Australia’s leading, privately owned wealth management firms, Grant is passionate about delivering high quality, unbiased advice that is complemented by outstanding ongoing client service.
Coupling his strategic thinking with his intimate knowledge of his Clients’ financial situation, Grant ensures that his clients develop a clear and concise financial plan that delivers real financial outcomes and ultimately helps them to achieve their financial and lifestyle goals. Grant’s proactive approach to advice and client service saw him nominated as a Finalist in the “National Independent Financial Adviser (IFA) Awards – Best Client Servicing Individual” in 2015.
Whilst providing a full range of wealth management advice and strategies, Grant’s areas of expertise and specialist knowledge are:
- investment management including direct shares and managed investments
- superannuation and retirement planning
- tax planning and management
- investment/wealth entities and vehicles (eg. family and hybrid trusts).