MenuGrant Loechel CFP®
About Me
I joined the profession in 1994, became a CFP in 1999, and achieved a Masters in 2004. Our primary focus is understanding the key financial objectives of clients, developing a strategy to achieve and then executing that strategy. My very first client is still with us today.
Our catch cry is a quote from Warren Buffet: 'Prices is what you pay, Value is what you get'
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Masters Degree -
Years of Experience 23 Years -
Advice Fees From $275
