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.