Grace Wealth Management Pty Ltd
48 Macquarie Street, Parramatta, New South Wales 2150
About the Business
Welcome to Grace Wealth Management Pty Ltd, located at 48 Macquarie Street in Parramatta, Australia. As a leading institution in accounting, establishment, finance, and a point of interest, we are dedicated to helping you achieve your financial goals and create a better future for yourself.
At Grace Wealth Management, we understand that everyone has unique financial aspirations and desires. That's why we take the time to truly understand what you want your money to do and what you want out of life. By gaining this understanding, we can provide you with the knowledge and tools to make informed and better financial choices.
Our investment strategies are carefully crafted and selected through a systematic and detailed investment process. We conduct thorough research without being tied to any financial or banking institutions, ensuring that our recommendations are solely focused on your best interests.
Retirement is not just about stopping work; it's about setting yourself up financially to have the option not to work. We believe that opportunities exist in legislation to structure your income and assets in a way that reduces the amount of taxation you are required to pay. Our experts can guide you through these opportunities to help you maximize your financial potential.
Protecting your loved ones and your assets is crucial. Our team can assist you in ensuring that your Will is comprehensive and handles potential challenges such as bankruptcy, divorce, asset protection, social security entitlements, wealth transfer, and disability.
We also specialize in residential loans for First Home Buyers, Refinances, Debt Consolidation, and impaired credit. Our experienced professionals can help you secure the best loan options for your specific needs.
At Grace Wealth Management, we are committed to putting our clients' goals and interests first. We are a people-focused financial planning practice, ensuring that you receive personalized and tailored advice to suit your unique circumstances.
As a 'fee for service' financial planning firm, we are not tied to any provider of investment and insurance products. This independence allows us to provide unbiased and independent financial advice that is solely focused on your best interests.
Our ultimate goal is to be recognized as one of Australia's finest wealth management firms, offering unbiased and independent financial advice by professional experts. We strive to provide exceptional service and guidance to help you achieve your financial dreams.
Contact Grace Wealth Management today to start your journey towards financial success and a better future.
Contacts
48 Macquarie Street, Parramatta, New South Wales 2150, Australia
Opening hours
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Grace Wealth Management has helped us create financial stability and future planning strategies that will continue to meet our financial needs. Great service and very professional."
"It was a disappointing experience. Having gone to the financial adviser for retirement advice, you do not expect to spend half an hour listening to how to access Centrelink Age Pension and offer to send the paperwork to you. I will be charged the fees for most unprofessional advice from a professional. strongly rec"
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