People often ask me what I love about being an adviser. For me, it’s helping clients to achieve clarity and feel comfortable with their plans. People have so much choice today. It can be tough to make decisions about what we want to do tomorrow, let alone over the next five, 10 or 15 years. If I can help someone find clarity about what they’re trying to achieve and help them line up those decisions so they can accomplish their goals, then I’ve meaningfully helped them to live a better life.
As an adviser, I know that what clients do now will go a long way to determine what will happen in the years ahead. I help to identifying what you are trying to achieve and how that’s connected to the decisions you make today.
That’s what gets me out of bed every morning – giving clients the confidence to make decisions for their future. For some people it’s about retirement, for others it’s about raising a family or saving for a house. Whatever the goal, there’s nothing better than seeing someone gain confidence when they can see a path forward.
I established Graham Financial Solutions in 2013. We help clients build, protect, and manage their wealth by providing guidance in various areas of finance. With over 20 years’ experience in the industry, I know what it takes to succeed with your personal and business goals.
Whether you are looking for clarity around how much you need to retire comfortably or want to know more about basic investing concepts, we can help guide you toward success.
We value professionalism and clear communication. We will help you gain a sense of control of your situation so that they feel comfortable with your decisions throughout the process.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 2
- First year providing advice 2001
- Years of experience 24
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Highest qualification
- Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Graham Financial Solutions
Level 38, 71 Eagle StBrisbane City, QLD 4000
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Paragem Pty Ltd
AFSL 297276