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
super.”
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
comfortably.”
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:
Graham has worked in financial planning since 1997 across organisations ranging from major banks to small practices. He started Client Focused Financial Planning in 2010 and wants to help people on the Sunshine Coast develop greater financial literacy and make decisions that support a better financial future. You can have peace of mind knowing a highly experienced financial planner is on your side.
We are dedicated to providing affordable financial planning for Sunshine Coast families. Client Focused Financial Planning is licensed by a private dealer group, so we’re not bound to any major banks or financial institutions. We don’t have to meet sales targets, so the only people we need to keep happy are our clients. Find out more in our Financial Services Guide
As the name indicates, Client Focused Financial Planning is all about helping you achieve your financial goals. We start by taking a detailed look at your situation and plans before providing personalised, impartial advice to help you meet them.
We help people achieve greater overall wellbeing by reducing their financial worries. We do this by looking at your complete financial situation to provide advice that best suits your situation and goals. If you’d prefer, we can provide advice about a single aspect of your finances, such as superannuation or personal protection packages.
We take the time to get to know your needs and personal circumstances. We use jargon-free terms to clarify our advice and help you understand your financial roadmap.
Graham can see people across the Sunshine Coast at one of our convenient locations in Tewantin, Mooloolaba, Nambour or Caloundra.
The Boarding Office, Level 1, 100 Brisbane Road, Mooloolaba
0468 639 949 / 1300 757 345
