About Grace Financial Services
Financial Planning Services you can trust!
Founder and Director, James Massey established Grace Financial Services back in 2013. But the journey began well before.
Trained and experienced as a mechanical engineer for General Motors and in Christian ministry, his formal financial qualifications began in 2001. James then began work as a para-planner and also completing his Graduate Diploma in Financial Planning from the Securities Institute in Melbourne.
After four years in financial planning/property development businesses in Victoria, Jim took a senior adviser role at a financial planning practice here in the Newcastle/Hunter Valley/Central Coast region of NSW. While he supervised advisers in Maitland, Lambton and Erina, he also personally provided personal financial planning services directly to his own clients.
Following three years in management with a large mortgage company, James then opened his own financial planning firm, Grace Financial Services in Toronto, NSW, Lake Macquarie.
Our Financial Services Office
Our office is located on the shores of beautiful Lake Macquarie in Toronto NSW. With easy access from Newcastle, the Hunter Valley and the Central Coast.
We look after all your financial planning needs. Plus with our mortgage broking services, we can assist you with:
- Home loans
- Investment loans
- Car & recreational vehicle loans
- Business loans
- Equipment finance
Located at Suite 3, 35 The Boulevarde on the lake side of the Toronto Diggers RSL, the same complex as the Greater Bank. If you can't make it there, we can easily meet via web conferencing and, occasionally, when required, elsewhere in the Newcastle - Hunter - Central Coast region.
So give us a call or simply fill out our contact form today.