Melissa Grimshaw CFP®
About Me
I consider myself as an authentic, genuine adviser offering a bespoke approach to advice. Focused on collaboration, prioritizing needs, and personalizing solutions, including estate planning, to truly make a difference. If you are:
• Looking for a plan to retire?
• Looking to retire with Confidence?
• Looking to get your financial stuff sorted?
• Looking to start investing or create passive income?
• Looking to get your insurance sorted or reviewed?
• Looking to protect and preserve your legacy?
I can help!
I commenced in the Financial Planning profession in 1998 and since this time has seen the industry go through many changes for the better. I have a very strong focus on giving quality advice and will therefore delve to ensure that You and I are on the same page and therefore have the right structures in place to meet your objectives that should "Make a Difference" to you.
Outside of work, you will see me tackle many different adventures with my Husband, and continuously learning as I move through life's journey.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 1 Years
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Licensed By Mainview Securities Pty. Ltd.
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Advice Fees From $1,100
Milton, QLD 4064