Grampians Investment Services

Providing high quality advice with a personal touch

Grampians Investment Services

Grampians Investment Services in our current form has provided Western Victoria with financial planning services & advice since July 2009. We are a local, privately owned & operated business which aims to provide a wide range of financial services with the highest degree of integrity.

While our history is deeply connected in the Hamilton community, which can be traced back to the late 1980’s, we have humbly grown to service many locations across Western Victoria. This natural growth has led our business to establish satellite offices in key regional hubs across the district, including Horsham, Portland, Ararat, Stawell, Ballarat & Geelong.

Our key passion lies within the investment space, assisting our clients to establish and manage investment arrangements that suit their own unique needs & circumstances. We are also qualified to provide a diverse range of strategic advice to assist clients with Superannuation, Wealth Accumulation, Retirement Planning, Centrelink, Insurance, Estate Planning and Aged Care.

We operate our own Australian Financial Services Licence (AFSL) meaning we are not tied to any product provider or financial services dealer group. We believe this gives our advisers the flexibility to assess the financial planning landscape and provide advice that can be truly in our client’s best interests.

The Financial Advice Process

Request a Welcome Kit

Contact our office and one of our staff members would be happy to provide you with our complimentary Welcome Kit which provides more information on who we are and what we do. As part of the Welcome Kit you are invited to provide additional information on your own situation to help fast track the initial meeting process.

Book an Appointment

Our first appointment is complimentary & obligation free. Our advisers look forward to discussing your financial situation and how we can help.

Set Goals & Objectives

Goal setting is an important part of every financial plan. What is it you are trying to achieve?

Develop a Plan

Following the initial meeting, if more detailed advice & strategy is required, you can choose to engage our services to develop a personalised financial plan.

Implementing a Strategy

Once our advice is finalised, presented & accepted, its time to implement. We fully assist our clients in getting from A to B and putting in place our recommended course of action.

Review Regularly

Every financial plan needs to be reviewed over time. This helps ensure you are continuing to meet your goals &/or making progress towards them.

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Copyright © 2024 Grampians Investment Services
ABN: 88 138 384 675
Australian Financial Services Licence Number 482800
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