Grant has worked as a licensed Financial Adviser since 2012, following a 20-year career in corporate management across the retail and franchising sectors. His practical experience with small business owners and executives gives him a unique perspective on financial strategy and decision-making.
Grant takes a holistic, “whole of life” approach to financial advice, helping clients optimise their debt structure, investment strategy, retirement planning, cash flow, personal insurance, and estate planning. He is passionate about guiding clients through informed decisions that align with their long-term goals.
SPECIALIST AREAS
- Retirement & Lifestyle Planning
- Individual & Family Wealth Management
- Business Shareholder Protection
- Strategic Financial Planning Advice
- Estate Planning & Intergenerational Wealth Transfer
- Sophisticated Investment Advice
- SMSFs Management
Contact Grant
grantg@principaledge.com.au
Our Team