Financial Planning & Strategy Discussions

Grasso Financial Services offers a range of financial planning services to clients. 

Financial planning is an ongoing process, not a one-off discussion. It is designed to help you to establish financial goals and set up strategies.  Ongoing monitoring and review of your plan is important as your goals will change over time.

Making the right decisions about your financial situation is important, as individuals, small business or professionals operating as sole traders, partnerships or companies.  To devise an appropriate financial plan we will work with you to:

• Establish your goals
• Identify your assets, liabilities and income sources
• Evaluate your position
• Consult with your accountant or solicitor (if required)
• Consider options and develop your plan
• Implement the plan
• Monitor and review

As your financial adviser, we are able to offer a range of financial planning services which include:

• Managing your cash flow
• Growing your wealth
• Investment selection tailored to your tolerance to risk
• Monitoring of investments
• Superannuation and retirement planning
• Borrowing to invest (Gearing)
• Tax effective strategies
• Risk insurance
• Business Insurance
• Age Pension
• Aged Care
• Estate Planning

Please call one of our offices in Ayr, Bowen or Townsville to make a free appointment to discuss your financial planning needs.