Our Services

Graham Financial is a privately owned boutique financial planning practice. We are free from outside influence or control and have unfettered freedom to choose from the full spectrum of investment products.

Graham Financial offers a complete advisory service that is personalised and tailored in regard to all financial matters that will, over time, provide significant benefit to people at all life stages. We are able to provide assistance on all financial issues, including:

Investments

  • Securities (shares)
  • Bonds (fixed income)
  • Annuities
  • Cash
  • Property
  • Superannuation
  • Alternatives

Strategies

  • Retirement Planning
  • Superannuation
  • Succession Planning
  • Salary Packaging
  • Estate Planning

Personal Insurance

  • Income Protection
  • Total and Permanent disability
  • Critical Illness (trauma)
  • Business Expenses
  • Life Cover

Loans

  • Residential loans for home or investment
  • Refinancing existing loans
  • Margin loans
  • Equipment finance