Call Us
07 4613 0514
Call Us
07 4613 0514
Email Us
admin@grahamfin.com.au
Email Us
admin@grahamfin.com.au
We have long recognised the importance of providing a quality service that is bespoke to the unique needs of our clients.
In an increasingly complex financial world where we are overloaded with information from so many sources, we consider communication with our clients to be more important than ever.
We are investing in improving our clients’ experience, and as part of this we would like to introduce Amy Foster, our newest recruit into the Graham Financial team. Amy comes into our team with a focus on client communications. She has hit the ground running with the new website going live in September.
Recognising that “not everyone needs a financial planner … but everyone needs a financial plan”, the new website includes a focus on the areas that will contribute to the success or otherwise of your financial outcome. Understanding these issues and how they interact with your unique circumstances is important.
We have also updated the way we send our newsletters and intend to send them out to you with greater regularity. The updated format will make it easier for you to find information that is relevant to you. We wanted to provide our clients with ongoing access to our thoughts and opinions about what’s going on in the financial world in a way that respects your valuable time.
We hope that being able to select the areas you want to explore further and skip topics that you don’t, will provide you with insights specific to your needs in a timely manner.
We have also started a social media presence with the firm now proudly a part of the LinkedIn network.
As we continue to grow, we will roll out improvements in how we communicate with you and as such, we would value your feedback so these improvements can be focused.
If you have topics you would like to explore or ideas as to how we can serve you better, then please get in touch with Amy by simply ringing the office to start a conversation.
A tribute to the remarkable life of Charlie Munger By Ben Graham
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Take a step closer to financial freedom, contact Graham Financial.
Take a step closer to financial freedom, contact Graham Financial.
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