Business Owners & Private Clients

To optimise your personal & business future through expertise that is relevant to your particular circumstances, listen to our video & then call us.

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Granite Financial Services

We are a private client advisory business that specialises in advising private clients & privately held & family owned businesses, their owners & their families.

Whether you are growing your wealth through your business or via passive assets, today’s business and economic environment is dynamic, challenging and at times volatile. Access to expertise that is relevant to your particular circumstances has never been more important.

Call Us: 0407 704 862

What makes Granite Financial Services different?

Craig and Andrew have extensive financial experience across chartered accounting, corporate advisory, capital markets, banking and wealth advisory. They have the ability to help you identify the opportunities and risks facing you, your family and your business.

Granite Financial Services provides the following services

Top down business, family and / or personal strategy review

To clarify and agree your objectives

Superannuation and retirement planning strategies

Making your capital work best for you

Investment management

Delivered with insight and experience

Risk management and insurance

Business and personal; protection for what you have and protection for your families future

Governance structures

For family and private business – business performance and protection of family assets starts with governance.

Structures

Entity selection, asset protection and tax efficiency

Capital and debt structuring

Facilitation of efficient capital strategies

Project management

Your time is valuable; let us deliver a result for you