Welcome to Granada Wealth Advisory
About Us
At Granada Wealth Advisory, we know you’ve worked hard for your money—now let it work hard for you. Our team prioritises ethical financial practices, transparency, and growth to help you achieve peace of mind and financial security.
We are committed to managing your investments with integrity and a focus on positive impact. Our compliant and ethical investment options ensure your financial choices align with your personal values and beliefs. Whether you’re an experienced investor or just beginning, we offer tailored asset management solutions that meet your unique financial goals while upholding the highest ethical standards.
Choose Granada Wealth Advisory for financial planning that balances financial success with your values.
Our mission is to empower clients with tailored financial strategies that preserve and grow wealth while adhering to the highest ethical standards.
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“The journey of a thousand miles begins with a single step"
Services
Our Team
Testimonial
George Wong is thorough and professional no matter how large your account is. Great referrals to other professionals that can assist with mortgage broking etc etc.
All milestone reviews and comprehensive and attentive!
Highly recommend Kauri and particularly George. Look forward to working with them all to achieve financial goals for years to come.
Hi all, absolute pleasure dealing with George at Kauri Asset Management.
Happy to chat and working through and explain an financial queries we have, he listens to what our financial goals are and I believe he is working hard to achieve them. I also think he is very personable and honest with us and I enjoy our chats and the support he provides
I highly recommend seeking advice from Kauri. I have a genuine sense of confidence moving forward with the plan Afiq developed with me and I cannot rate Kauri highly enough.
Thanks Afiq and Kauri staff.
I started with Kauri Asset Management last year and I had great experience since then. George and rest of the team communicate very well. George has been always helpful, available and supportive and contacts me regularly.
I am very happy with the advise and support I receive from George and already recommended him to few friends
We haven’t been with Kauri long but they were recommended when our last financial planner, who we trusted, relocated OS. George has been very communicative, prompt and has been easy to understand with his advice and recommendations. Looking forward to a profitable financial relationship.
The guys have smart trading strategies, are calm and collected, and really maximise my gains while protecting me from the downturns. The exposure to international equities is especially appealing. Highly recommend it for superannuation or trading portfolios!
Kauri Asset Management have always provided me with great professional advice and assistance with my financial portfolio.
George, my personal financial adviser has been on hand to assist me with any queries and always welcoming and professional.
In short, I personally recommend Kauri Asset Management as a professional financial provider
Kauri asset management gave financial advice relating to superannuation, TPD and life insurance, plus Income protection. I’ll continue to use them in the future and would recommend.
I always get great advice about my finances and am able to contact my advisor at any time. I have full trust in this company
Our Process
Getting started is simple. Book a free 45-minute consultation with one of our financial planners, and we’ll discuss your goals and how we can help you achieve them. Our team will guide you through the entire process, from the initial consultation to implementing a customized financial strategy.
A financial planner helps individuals and businesses create a strategy to achieve their financial goals. This includes budgeting, investment planning, retirement planning, tax strategies, risk management, and more. At Granada Wealth Advisory, we create customized, ethical financial plans tailored to your specific needs and values.
Working with a financial planner can offer peace of mind and confidence in your financial decisions. Our experts help you navigate complex financial landscapes, identify growth opportunities, reduce risk, and create a roadmap toward long-term financial stability. A professional planner provides you with an objective, strategic approach to building and protecting wealth.
In Australia, financial planners are regulated by the Australian Securities and Investments Commission (ASIC) and must hold an Australian Financial Services (AFS) license or work under one. Granada Wealth Advisory adheres to all regulatory standards and prioritises compliance, ensuring ethical and transparent advice that aligns with legal requirements.
A Statement of Advice (SOA) is a document outlining the recommendations we make for your financial strategy. It details why these recommendations are suitable, the associated risks, and any fees involved. An SOA is essential as it ensures transparency and helps you make informed decisions about your financial future.
We prioritize investments that align with ethical, socially responsible standards. Our team conducts thorough research on potential investments, ensuring they meet strict ethical guidelines. This approach allows us to build your wealth responsibly and in a way that aligns with your personal values.
Financial planners generally charge a fee for their services, either as a percentage of assets under management, a flat fee, or an hourly rate. Granada Wealth Advisory provides transparent pricing, with no hidden costs, ensuring you understand all fees before proceeding.
We recommend at least an annual review of your financial plan, though some clients prefer more frequent check-ins. At Granada Wealth Advisory, we offer ongoing support and regular reviews to ensure your financial strategy aligns with any changes in your life, the economy, or your goals.
Yes, retirement planning is one of our key services. We help you understand your options, maximize your superannuation, and create a strategy that ensures you have the income needed to live comfortably in retirement.
Get Started
We turn your financial vision into lasting growth through strategic investments and personalised guidance.
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