MenuGrant Brook
About Me
We offer deeper relationships with fewer people, enabling the building of strategies and investment portfolios that are better aligned to their preferences, making the most of opportunities to plan for, and live, a great retirement.
Fundamental to our approach is being accessible to our clients to ensure we have a thorough understanding of their position, goals and preferences, and that they understand and are comfortable with our advice.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 19 Years -
Licensed By Capstone Financial Planning Pty Ltd
