07Apr
Market Summary – Part 2
Greetings, Further to my email around market commentary, as sent on 12/3, around the volatility created, largely by Trump’s Trade policies, we have seen over the last few days and…
ReadForbes Grainger Financial - Financial Advisor Melbourne
Forbes Grainger Financial - Financial Adviser Melbourne
Why Forbes Grainger Financial?
We take care of your financial future
At Forbes Grainger Financial we pride ourselves on the education of our clients, devising tailored financial advice strategies that ensure their personal and financial objectives are fulfilled. We have a focus on longer term retirement planning, incorporating wealth creation, wealth protection, tax effective strategies and usage of superannuation efficiencies.
As principal, Andrew Grainger has extensive experience in all facets of Financial Advice over 20 years, with experience in the financial services industry spanning 30 years.
Andrew has extensive qualifications and certifications including attaining the specialised designation of Certified Financial Planner CFP©, having a Master’s degree in Financial Planning as well as completing numerous post graduate and comprehensive education coursework within all facets of financial advice, meaning that you know that you’re in professional hands.
Our services
Areas of expert financial advice
Wealth creation & accumulation
Taking the confusion out of building wealth through investing and portfolio management. Whether it be cash, fixed interest, property or equities, we can provide advice to maximise growth in good times, limiting downside risk in times of correction, whilst managing the paperwork and tax implications.
Portfolio Design
After undertaking rigorous risk profiling, we devise tailored investment portfolios to suit your goals and objectives, and it is not a one size fits all – whether that be tax effective investments, wealth creation, inside superannuation and within SMSF’s
extensive research goes into devising your portfolio and research is undertaken through a Third Party research house
Superannuation
Whether you have numerous super funds, lost super, or just not sure if your fund is right for you, we can demystify and help you understand the ever-changing world of superannuation and provide advice on the best super fund for you – regardless of life stage This encompasses best usage of your income and the tax aspects therein, through salary sacrifice, managing downsizing of the principle place of residence and strategic implementation of multi-lateral strategies leading towards retirement.
Estate planning & distributing your assets
Estate planning is about wealth succession – a way to help protect the wealth you have built over your lifetime, so that it is distributed according to your wishes following your death.
The management of inter-generation wealth is a vital component of effective financial advice
Retirement planning & income streams
We provide an individual tailored stratagem and retirement modelling to help you not only reach your goals but also preserve your funds throughout retirement.
Financial Adviser MelbourneSome of our
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Ancillary services
Other areas of advice
What do we do?
At Forbes Grainger Financial, we partner with you to identify how your income, superannuation and other assets can work harder for you.
We follow the below steps to help you on your way to your financial goals:
- Setting in train an initial consultation/s
- Unearthing your true goals and objectives
- Establishing effective communication and establishing your current situation
- Undertaking joint analysis of risk tolerance, and key aspects of your comfort
- Develop your bespoke strategy
- Strategy presentation and discussion
- Agreement & implementation
- Robust Ongoing Advice process
Start your journey to financial freedom
Schedule a free consultation
Our blog
Latest news from us
26Mar
Federal Budget Summary 2025/26
A rather subdued Federal Budget has been delivered in Canberra on the eve of the announcement of the federal election. This was a Budget that Treasurer Jim Chalmers, up until…
Read12Mar
State of Play – Market Summary
Good morning I trust this finds you all well. As I have mentioned a many times over the years, growth asset classes (sharemarkets) will be prove to be quite volatile,…
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