Affordable Financial Planning Sunshine Coast Locals Trust.
After serving a financial planning ‘apprenticeship’ for 18 months, Graham started his first practice in 1998. Over the
years, he has also worked for small practices and major banks.
Graham loves working with people and developing trusted, long-term partnerships with his clients. He takes the time
to learn about people’s circumstances before getting started. He chose the business name based on his dedication to
focusing on his clients’ needs.
“I have a strong emphasis on improving financial literacy, especially in young people. I really enjoy helping them get
off on the right foot financially by understanding how to manage cash flow and make wise choices with their money.
That way, they are in the best possible position when it comes to things like getting a mortgage or putting money into
Graham is also passionate about helping close the financial gender gap many women experience. “It’s so important
for women to have the skills to understand their financial situation and the amount of money they’ll need to retire
By helping people better understand their financial situation, Graham loves seeing them make decisions that
optimize their position in five to ten years.
A dedicated family man, Graham says everything he does is centred on them. “I have two teenage children and we
are a very close family. We have no relatives in Queensland, and we rely on each other".
“I am passionate about helping people get ahead and I really enjoy working with people to help them plan and
protect their current and future lifestyles.”
I Graham from Client Focused Financial Planning loves helping individuals and families on the Sunshine Coast understand their finances and make informed choices about using their money.
Here’s why Sunshine Coast locals choose us: