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.

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

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Top down business, family and / or personal strategy review

To clarify and agree your objectives

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Superannuation and retirement planning strategies

Making your capital work best for you

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Investment management

Delivered with insight and experience

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Risk management and insurance

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

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Governance structures

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

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Structures

Entity selection, asset protection and tax efficiency

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Capital and debt structuring

Facilitation of efficient capital strategies

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Project management

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

Granite Financial Services

Business Owners & Private Clients

To optimise your personal & business future through expertise that is relevant to your particular circumstances contact us or sign-up to our free bi-monthly newsletter.

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