Grace Wealth Management is a people-focussed financial planning practice. We put our clients’ goals and interests first. We value the … Read more ...
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Financial Planning
We aim to understand what you want your money to do and what you want out of life so that you can be better equipped to make better financial choices
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Investments
Our strategies for investments are carefully weighted and selected through a systematic, detailed investment process researched without being tied to any financial or banking institutions
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Retirement Planning
Whether you are 16 or 60 years of age, retirement is not about stopping work but rather setting yourself up financially so that you have the option available not to work
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Taxation Strategies
Opportunities exist in legislation to structure your income and assets to reduce the amount of taxation you are required to pay
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Estate Planning
Does your Will work to protect your loved ones? Does your Will handle Bankruptcy? Divorce? Asset Protection? Social Security Entitlements? Wealth Transfer? Disability?
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Banking and Mortgage Lending
We specialise in residential loans for First Home Buyers, Refinances, Debt Consolidation and impaired credit
How We Can Help
Grace Wealth Management is a ‘fee for service’ financial planning firm. We are not tied to any provider of investment and insurance products … Read more ...
Our Mission
To be recognised as one of Australia’s finest wealth management firms offering unbiased and independent financial advice by professional … Read more ...
Want to find out more?
We are based in the major transport ‘Hub of Sydney’ Parramatta where we can serve our clients in the Western, the North-West and the North Shore suburbs