Grant Financial Consulting

Grant Financial Consulting Financial Planning We provide the full range of financial planning services to all of our clients.

We enjoy access to a huge reservoir of technical expertise and practical experience and we love sharing these resources with all of our clients. Our expertise ranges across investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

If you're working, a quick annual check of your super contributions can help you maximise your tax-deductible contributi...
22/02/2026

If you're working, a quick annual check of your super contributions can help you maximise your tax-deductible contributions and make the most of your super.

๐Ÿ’ธ Investing doesn't have to be rocket science; it just takes some strategic planning! Ready to unlock the secrets of man...
01/02/2026

๐Ÿ’ธ Investing doesn't have to be rocket science; it just takes some strategic planning! Ready to unlock the secrets of managing your money? ๐Ÿš€ Check out our website for tips and tricks that will make your wallet smile! ๐Ÿ˜„โœจ

With the new financial year underway itโ€™s a good time to review your deductible contributions to your super fund
03/09/2024

With the new financial year underway itโ€™s a good time to review your deductible contributions to your super fund

12/07/2024

Tax planning can be as simple as making a deductible contribution to your super

12/07/2024

This year, when you receive your superannuation statement, consider reviewing your personal insurance coverage. Life insurance is an essential aspect to consider, and it is crucial to ensure that you have enough coverage to safeguard your financial well-being.

01/07/2024

Tax planning starts today

08/12/2021

New deductible limit for super $27,500

New non deductible limit $110,000

If you have any questions please call to make a time to discuss your needs.

19/09/2020
21/06/2020

End of financial year tip .

Review your super contributions for the financial year, ensure you have maximised your potential deductible amount .

06/05/2020

We are working from the office and home during the Coronavirus time and practicing social distancing.

Still maintaining the review process using online facilities and Australia Post to deliver reports to clients.

Together with telephone meetings and emails we are keeping in touch .

Please call or email me if you have any questions or would like to discuss and concerns.

Best wishes

Stephen

15/08/2019

ETF's are a great option when looking to diversify your portfolio.

Address

3/215 Watton Street
Werribee, VIC
3030

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Friday 9am - 4pm

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