Grant Thompson

Invest Blue Pty Ltd

Bronze

25 Yrs Experience

Dubbo, NSW 2830

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We are passionate about partnering with our clients through every step of their lives so that they can live the Financial Freedom they have worked so hard to achieve. We take the complexity out of the financial world and jargons to make things as simple as possible for our clients so they can enjoy what is important to them. Grant has been involved in Financial services since 1990 and a qualified Financial planner since 1999. Grant specialises in retirement and superannuation strategies as well as wealth accumulation for all generations.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Initial consultation is cost and obligation free.

4.50 February 2022

I have found Grant to be always helpful, honest and considered in my family's dealings with him. He replies to queries and concerns in a timely manner, and is more than willing to explain things in a way that can be understood. He is very approachable, as are his staff, who I find to be most friendly and helpful. I really appreciate that he is family and community oriented, values which are clearly demonstrated in our long association with him. I have recommended Grant to others in the past, and would be happy to do so in the future.

5.00 February 2022

We have been clients of Grant Thompson for many years. His knowledge and advice has been exceptional in managing our affairs. We really appreciate his personal attention and have great respect for him and his team.

5.00 February 2022

Grant's in depth knowledge and experience with investing has enabled me to retire with a peace of mind that is incredibly reassuring. I am in a very good place with my Adviser and Investments.

5.00 February 2022

I have always found Grant very knowledgeable and friendly. He never rushes my visits and is happy to answer my questions.

5.00 February 2022

Grant and his team are a very valued part of our financial advice . Grants advice is always correct . His team are always available along with Grant. Just a very good financial adviser and have great faith and trust in him and his team

Adviser status Bronze
Rating 4.91
Number of reviews 20
First year providing advice 1999
Years of experience 25
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English