Most Trusted Financial Planner in Sydney
Wealth Was Never Meant to Sit Still.
Wealth Was Never Meant to Sit Still.
Wealth Was Never Meant to Sit Still.
We help professionals, families, and business owners grow wealth with confidence so they can secure a future of freedom and abundance.
We help professionals, families, and business owners grow wealth with confidence so they can secure a future of freedom and abundance.
We help professionals, families, and business owners grow wealth with confidence so they can secure a future of freedom and abundance.
Granada’s Core Services
32+ Reviews
Investment Advice
Make your money work smarter, not harder.
We craft personalised investment strategies across property, equities, and fixed-income portfolios, designed to grow your wealth with clarity, confidence, and purpose.
Investment Advice
Make your money work smarter, not harder.
We craft personalised investment strategies across property, equities, and fixed-income portfolios, designed to grow your wealth with clarity, confidence, and purpose.
Investment Advice
Make your money work smarter, not harder.
We craft personalised investment strategies across property, equities, and fixed-income portfolios, designed to grow your wealth with clarity, confidence, and purpose.
Insurance & Risk Management
Protect what you’ve built from life’s uncertainties.
From income protection to estate planning, we create smart structures to safeguard your lifestyle, family, and business so you can focus on the future without worry.
Insurance & Risk Management
Protect what you’ve built from life’s uncertainties.
From income protection to estate planning, we create smart structures to safeguard your lifestyle, family, and business so you can focus on the future without worry.
Insurance & Risk Management
Protect what you’ve built from life’s uncertainties.
From income protection to estate planning, we create smart structures to safeguard your lifestyle, family, and business so you can focus on the future without worry.
Retirement & Superannuation
Your best years should be lived on your terms.
We help you map out a clear retirement strategy by reducing tax, building passive income, and ensuring your wealth supports the life and legacy you want to create.
Retirement & Superannuation
Your best years should be lived on your terms.
We help you map out a clear retirement strategy by reducing tax, building passive income, and ensuring your wealth supports the life and legacy you want to create.
Retirement & Superannuation
Your best years should be lived on your terms.
We help you map out a clear retirement strategy by reducing tax, building passive income, and ensuring your wealth supports the life and legacy you want to create.
Uncertain about money?
We’ve all been there.
For years, I had no investments, no strategy, and no way out.
“When health issues forced me to step back, I realised all my wealth was tied to the business. Granada helped me build a clear exit plan and passive income, giving me the freedom to retire, scale down, or sell without pressure.”
Jeremy G.
Business Owner
Melanie C.
Corporate Manager
I was constantly juggling everything. Work, bills, my kids’ future.
“Granada made everything simple. They helped me set up smart structures and build passive income. For the first time, I feel financially secure. Not just for me, but for my kids. I finally have a plan for the future and the space to breathe.”
Jenna H.
Single Mum
I avoided looking at my finances because it all felt too overwhelming.”
“Granada broke everything down in a way that made sense. No jargon, no judgment — just practical steps that built my confidence. I’ve gone from feeling anxious about money to feeling genuinely excited about growing my wealth.”
Alex T.
Entrepreneur
For years, I had no investments, no strategy, and no way out.
“When health issues forced me to step back, I realised all my wealth was tied to the business. Granada helped me build a clear exit plan and passive income, giving me the freedom to retire, scale down, or sell without pressure.”
Jeremy G.
Business Owner
Melanie C.
Corporate Manager
I was constantly juggling everything. Work, bills, my kids’ future.
“Granada made everything simple. They helped me set up smart structures and build passive income. For the first time, I feel financially secure. Not just for me, but for my kids. I finally have a plan for the future and the space to breathe.”
Jenna H.
Single Mum
I avoided looking at my finances because it all felt too overwhelming.”
“Granada broke everything down in a way that made sense. No jargon, no judgment — just practical steps that built my confidence. I’ve gone from feeling anxious about money to feeling genuinely excited about growing my wealth.”
Alex T.
Entrepreneur
For years, I had no investments, no strategy, and no way out.
“When health issues forced me to step back, I realised all my wealth was tied to the business. Granada helped me build a clear exit plan and passive income, giving me the freedom to retire, scale down, or sell without pressure.”
Jeremy G.
Business Owner
Melanie C.
Corporate Manager
I was constantly juggling everything. Work, bills, my kids’ future.
“Granada made everything simple. They helped me set up smart structures and build passive income. For the first time, I feel financially secure. Not just for me, but for my kids. I finally have a plan for the future and the space to breathe.”
Jenna H.
Single Mum
I avoided looking at my finances because it all felt too overwhelming.”
“Granada broke everything down in a way that made sense. No jargon, no judgment — just practical steps that built my confidence. I’ve gone from feeling anxious about money to feeling genuinely excited about growing my wealth.”
Alex T.
Entrepreneur
For years, I had no investments, no strategy, and no way out.
“When health issues forced me to step back, I realised all my wealth was tied to the business. Granada helped me build a clear exit plan and passive income, giving me the freedom to retire, scale down, or sell without pressure.”
Jeremy G.
Business Owner
Melanie C.
Corporate Manager
I was constantly juggling everything. Work, bills, my kids’ future.
“Granada made everything simple. They helped me set up smart structures and build passive income. For the first time, I feel financially secure. Not just for me, but for my kids. I finally have a plan for the future and the space to breathe.”
Jenna H.
Single Mum
I avoided looking at my finances because it all felt too overwhelming.”
“Granada broke everything down in a way that made sense. No jargon, no judgment — just practical steps that built my confidence. I’ve gone from feeling anxious about money to feeling genuinely excited about growing my wealth.”
Alex T.
Entrepreneur
Uncertain about money?
We’ve all been there.
For years, I had no investments, no strategy, and no way out.
“When health issues forced me to step back, I realised all my wealth was tied to the business. Granada helped me build a clear exit plan and passive income, giving me the freedom to retire, scale down, or sell without pressure.”
Jeremy G.
Business Owner
Melanie C.
Corporate Manager
I was constantly juggling everything. Work, bills, my kids’ future.
“Granada made everything simple. They helped me set up smart structures and build passive income. For the first time, I feel financially secure. Not just for me, but for my kids. I finally have a plan for the future and the space to breathe.”
Jenna H.
Single Mum
I avoided looking at my finances because it all felt too overwhelming.”
“Granada broke everything down in a way that made sense. No jargon, no judgment — just practical steps that built my confidence. I’ve gone from feeling anxious about money to feeling genuinely excited about growing my wealth.”
Alex T.
Entrepreneur
For years, I had no investments, no strategy, and no way out.
“When health issues forced me to step back, I realised all my wealth was tied to the business. Granada helped me build a clear exit plan and passive income, giving me the freedom to retire, scale down, or sell without pressure.”
Jeremy G.
Business Owner
Melanie C.
Corporate Manager
I was constantly juggling everything. Work, bills, my kids’ future.
“Granada made everything simple. They helped me set up smart structures and build passive income. For the first time, I feel financially secure. Not just for me, but for my kids. I finally have a plan for the future and the space to breathe.”
Jenna H.
Single Mum
I avoided looking at my finances because it all felt too overwhelming.”
“Granada broke everything down in a way that made sense. No jargon, no judgment — just practical steps that built my confidence. I’ve gone from feeling anxious about money to feeling genuinely excited about growing my wealth.”
Alex T.
Entrepreneur
For years, I had no investments, no strategy, and no way out.
“When health issues forced me to step back, I realised all my wealth was tied to the business. Granada helped me build a clear exit plan and passive income, giving me the freedom to retire, scale down, or sell without pressure.”
Jeremy G.
Business Owner
Melanie C.
Corporate Manager
I was constantly juggling everything. Work, bills, my kids’ future.
“Granada made everything simple. They helped me set up smart structures and build passive income. For the first time, I feel financially secure. Not just for me, but for my kids. I finally have a plan for the future and the space to breathe.”
Jenna H.
Single Mum
I avoided looking at my finances because it all felt too overwhelming.”
“Granada broke everything down in a way that made sense. No jargon, no judgment — just practical steps that built my confidence. I’ve gone from feeling anxious about money to feeling genuinely excited about growing my wealth.”
Alex T.
Entrepreneur
For years, I had no investments, no strategy, and no way out.
“When health issues forced me to step back, I realised all my wealth was tied to the business. Granada helped me build a clear exit plan and passive income, giving me the freedom to retire, scale down, or sell without pressure.”
Jeremy G.
Business Owner
Melanie C.
Corporate Manager
I was constantly juggling everything. Work, bills, my kids’ future.
“Granada made everything simple. They helped me set up smart structures and build passive income. For the first time, I feel financially secure. Not just for me, but for my kids. I finally have a plan for the future and the space to breathe.”
Jenna H.
Single Mum
I avoided looking at my finances because it all felt too overwhelming.”
“Granada broke everything down in a way that made sense. No jargon, no judgment — just practical steps that built my confidence. I’ve gone from feeling anxious about money to feeling genuinely excited about growing my wealth.”
Alex T.
Entrepreneur
Uncertain about money?
We’ve all been there.
For years, I had no investments, no strategy, and no way out.
“When health issues forced me to step back, I realised all my wealth was tied to the business. Granada helped me build a clear exit plan and passive income, giving me the freedom to retire, scale down, or sell without pressure.”
Jeremy G.
Business Owner
Melanie C.
Corporate Manager
I was constantly juggling everything. Work, bills, my kids’ future.
“Granada made everything simple. They helped me set up smart structures and build passive income. For the first time, I feel financially secure. Not just for me, but for my kids. I finally have a plan for the future and the space to breathe.”
Jenna H.
Single Mum
I avoided looking at my finances because it all felt too overwhelming.”
“Granada broke everything down in a way that made sense. No jargon, no judgment — just practical steps that built my confidence. I’ve gone from feeling anxious about money to feeling genuinely excited about growing my wealth.”
Alex T.
Entrepreneur
For years, I had no investments, no strategy, and no way out.
“When health issues forced me to step back, I realised all my wealth was tied to the business. Granada helped me build a clear exit plan and passive income, giving me the freedom to retire, scale down, or sell without pressure.”
Jeremy G.
Business Owner
Melanie C.
Corporate Manager
I was constantly juggling everything. Work, bills, my kids’ future.
“Granada made everything simple. They helped me set up smart structures and build passive income. For the first time, I feel financially secure. Not just for me, but for my kids. I finally have a plan for the future and the space to breathe.”
Jenna H.
Single Mum
I avoided looking at my finances because it all felt too overwhelming.”
“Granada broke everything down in a way that made sense. No jargon, no judgment — just practical steps that built my confidence. I’ve gone from feeling anxious about money to feeling genuinely excited about growing my wealth.”
Alex T.
Entrepreneur
For years, I had no investments, no strategy, and no way out.
“When health issues forced me to step back, I realised all my wealth was tied to the business. Granada helped me build a clear exit plan and passive income, giving me the freedom to retire, scale down, or sell without pressure.”
Jeremy G.
Business Owner
Melanie C.
Corporate Manager
I was constantly juggling everything. Work, bills, my kids’ future.
“Granada made everything simple. They helped me set up smart structures and build passive income. For the first time, I feel financially secure. Not just for me, but for my kids. I finally have a plan for the future and the space to breathe.”
Jenna H.
Single Mum
I avoided looking at my finances because it all felt too overwhelming.”
“Granada broke everything down in a way that made sense. No jargon, no judgment — just practical steps that built my confidence. I’ve gone from feeling anxious about money to feeling genuinely excited about growing my wealth.”
Alex T.
Entrepreneur
For years, I had no investments, no strategy, and no way out.
“When health issues forced me to step back, I realised all my wealth was tied to the business. Granada helped me build a clear exit plan and passive income, giving me the freedom to retire, scale down, or sell without pressure.”
Jeremy G.
Business Owner
Melanie C.
Corporate Manager
I was constantly juggling everything. Work, bills, my kids’ future.
“Granada made everything simple. They helped me set up smart structures and build passive income. For the first time, I feel financially secure. Not just for me, but for my kids. I finally have a plan for the future and the space to breathe.”
Jenna H.
Single Mum
I avoided looking at my finances because it all felt too overwhelming.”
“Granada broke everything down in a way that made sense. No jargon, no judgment — just practical steps that built my confidence. I’ve gone from feeling anxious about money to feeling genuinely excited about growing my wealth.”
Alex T.
Entrepreneur
How It Works
4 simple steps that will transform your financial future.
Book Your 30-Minute Wealth Strategy Session
Once your session is confirmed, download and complete your Financial Snapshot Form. This ensures your session is personalised and focused on opportunities that accelerate your wealth.
Book Your 30-Minute Wealth Strategy Session
Once your session is confirmed, download and complete your Financial Snapshot Form. This ensures your session is personalised and focused on opportunities that accelerate your wealth.
Book Your 30-Minute Wealth Strategy Session
Once your session is confirmed, download and complete your Financial Snapshot Form. This ensures your session is personalised and focused on opportunities that accelerate your wealth.
Get a Clear, Personalised Financial Blueprint
Receive a tailored wealth strategy designed to grow your money smarter, reduce tax, and protect your lifestyle, backed by real numbers and projections.
Get a Clear, Personalised Financial Blueprint
Once your session is confirmed, download and complete your Financial Snapshot Form. This ensures your session is personalised and focused on opportunities that accelerate your wealth.
Get a Clear, Personalised Financial Blueprint
Receive a tailored wealth strategy designed to grow your money smarter, reduce tax, and protect your lifestyle, backed by real numbers and projections.
Put Your Plan Into Action, Stress-Free
We set everything up for you, structures, investments, protections, so your strategy starts working behind the scenes while you stay focused on what matters.
Put Your Plan Into Action, Stress-Free
Once your session is confirmed, download and complete your Financial Snapshot Form. This ensures your session is personalised and focused on opportunities that accelerate your wealth.
Put Your Plan Into Action, Stress-Free
We set everything up for you, structures, investments, protections, so your strategy starts working behind the scenes while you stay focused on what matters.
Keep Your Wealth Growing with Regular Reviews
As your life and the market evolve, we fine-tune your plan to keep you on track, ensuring your wealth continues to build momentum year after year.
Keep Your Wealth Growing with Regular Reviews
Once your session is confirmed, download and complete your Financial Snapshot Form. This ensures your session is personalised and focused on opportunities that accelerate your wealth.
Keep Your Wealth Growing with Regular Reviews
As your life and the market evolve, we fine-tune your plan to keep you on track, ensuring your wealth continues to build momentum year after year.
All Financial Services
Explore all the ways we can help you optimise your financial future.
Explore all the ways we can help you optimise your financial future.
Investment Advice
We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.
Investment Advice
We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.
Investment Advice
We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.
Tax Planning
Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
Tax Planning
Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
Tax Planning
Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
Insurance & Risk Management
From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
Insurance & Risk Management
From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
Insurance & Risk Management
From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
Estate Planning
We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
Estate Planning
We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
Estate Planning
We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
Retirement & Superannuation
We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.
Retirement & Superannuation
We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.
Retirement & Superannuation
We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Specialised Service
Specialised Service
Specialised Service
Trusted by Charities & Non-Profits to Grow Wealth for Greater Impact
Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
Your wealth deserves more than guesswork. Let’s get you started with a plan.
Complementary 30-minute consultation. Limited availability.
Granada Wealth Advisory
Other Financial Advisors
Reliable strategies that truly deliver
Reliable strategies that truly deliver
Reliable strategies that truly deliver
Clear plans that create real progress
Clear plans that create real progress
Clear plans that create real progress
Hands-on setup and delivery execution
Hands-on setup and delivery execution
Hands-on setup and delivery execution
Consistent support whenever you need
Consistent support whenever you need
Consistent support whenever you need
Long-term focus and real outcomes
Long-term focus and real outcomes
Long-term focus and real outcomes
Granada Wealth Advisory
Big promises with unreliable results
Big promises with unreliable results
Big promises with unreliable results
Generic advice with a lack of clarity
Generic advice with a lack of clarity
Generic advice with a lack of clarity
Other Financial Advisors
Limited help and little follow through
Limited help and little follow through
Limited help and little follow through
Lack of support after the initial setup
Lack of support after the initial setup
Lack of support after the initial setup
Short-term outlook that underperform
Short-term outlook that underperform
Short-term outlook that underperform
Specialised Service
Specialised Service
Specialised Service
Others Promise,
We Deliver.
Others Promise, We Deliver.
We know it can be hard to know who to trust in an industry full of empty promises. That’s why we focus on clarity, ongoing support, and real follow-through, so you see real, tangible results.
Visualise Your Financial Future
Get a clear picture of where you’re headed, make confident financial decisions, and stay on track to achieve what matters most.
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Book Your 30-Minute Wealth Strategy Session
Booked in? Download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.
Book Your 30-Minute Wealth Strategy Session
Booked in? Download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.
Book Your 30-Minute Wealth Strategy Session
Booked in? Download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.
Complete This Form To Unlock Your Personalised Wealth Plan
Download Granada’s Wealth Services & Pricing Guide
Get started by booking your Wealth Strategy Session and completing this form. This allows us to pinpoint opportunities, minimise risk and customise a plan that accelerates your wealth growth from day one.
Specialised Service
Specialised Service
Specialised Service
Got Questions?
We’re Here to Help
Frequently Asked Questions
Granada Help Centre.
Most Asked
Getting Started
Process & Fees
How do I get started with Granada Wealth Advisory?
What does a financial planner actually do? How do they help?
Why should I work with a financial planner?
How are financial planners regulated in Australia?
How do financial planners charge for their services?
How often should I meet with my financial planner?
Frequently Asked Questions
Granada Help Centre.
Most Asked
Getting Started
Process & Fees
How do I get started with Granada Wealth Advisory?
What does a financial planner actually do? How do they help?
Why should I work with a financial planner?
How are financial planners regulated in Australia?
How do financial planners charge for their services?
How often should I meet with my financial planner?
Frequently Asked Questions
Granada Help Centre.
Most Asked
Getting Started
Process & Fees
How do I get started with Granada Wealth Advisory?
What does a financial planner actually do? How do they help?
Why should I work with a financial planner?
How are financial planners regulated in Australia?
How do financial planners charge for their services?
How often should I meet with my financial planner?
Specialised Services
Specialised Services
Specialised Services