Online financial planner/adviser
Do you find yourself limited by time or location? Sometimes it's just difficult to get together with a financial adviser, but you know that you need to.
Online advice beginnings
Getting to know each other
• To provide appropriate, quality advice, we need to know about you, your situation and goals. This means we need to gather some information.
• That information is personal and sensitive, so we need to make sure that you understand the degree of care that we are going to take in protecting your privacy.
Read our Privacy Statement here.
• You also need to know about the services that we are authorised to provide by ASIC.
Read our Financial Services Guide here
Read our Credit Guide here
• A lot of detailed information about us, our qualifications and service is provided in the pdf document below and on the "Home" page of this website.
Click on icon to download 7 page pdf brochure (1.5 mb) providing an informative presentation of the qualifications and services provided by Grace Financial Services.
No cost or obligation
What can we do for you, and what will it cost?
That's a natural and important question. In order to answer that, we need some basic information.
Simply complete the form below and we be in contact you with the answer. That will culminate in a formal "letter of engagement" where you will have in writing what we will undertake to do for you, and how much it will cost. Up to that point there is no cost or obligation.
Services of interest:
Getting out of debt plan
Other (details below)
When we receive your form we will work out what additional information is required to provide the quote. We will then email a "fact find" form to you, indicating what needs to be completed. It's likely that you will have questions for us, and we will want matters clarified with you, so we may have some phone or email conversations along the way. Your financial future is important, so we want the communication to be clear.
Feel free to use the form above to ask us questions about the process or give us a call on 02 4905 0250.
James Massey and Grace Financial Services Pty Ltd
Authorised representatives of
HNW Planning Pty Ltd AFSL 225 216 ACL 225 216