At Griffin Financial Services we listen to you, your goals and what's important to you. We recognise financial planning is not all about money. It's about enabling you to clearly understand your life goals and take positive action towards attaining them. In our fast paced, rapidly evolving world the constant flow of information can be overwhelming.
We can help you to see the full scope of your financial potential while empowering you to make savvy decisions to ensure your money works harder for you. We provide clear, concise and considered advice that will give you peace of mind, a sense of freedom and instill confidence in your financial future.
We can help you to see the full scope of your financial potential while empowering you to make savvy decisions to ensure your money works harder for you. We provide clear, concise and considered advice that will give you peace of mind, a sense of freedom and instill confidence in your financial future.
Services
We help you to get your priorities in order and understand the best options available for your personal circumstances so you have a clear and deliberate plan to grow your wealth. Life is expensive. Paying for everything you need today can be a challenge. Having awareness of your cashflow and making conscious choices about how you are using it is fundamental to all good financial plans.
We are client-focused, results driven, and passionate about achieving the outcomes that will help you to attain your goals. We are genuine in our approach and dedicated to giving you advice that will save time, reduce stress and positively impact your life.
We are experts in financial strategy, UK Pension Transfers (when possible), Superannuation, insurance, investments, and we have a trusted network of relevant professionals on hand to assist you with all financial aspects of your life.Our clients come to us almost exclusively via referrals and recommendations.
We are experts in financial strategy, UK Pension Transfers (when possible), Superannuation, insurance, investments, and we have a trusted network of relevant professionals on hand to assist you with all financial aspects of your life.Our clients come to us almost exclusively via referrals and recommendations.
Perhaps you have a young or growing family, you're a white collar professional or have recently moved to Australia after living and working in the UK and want to get your financial affairs in order. You might be earning more than you ever have in the past but also spending the most and want to understand the best options for your situation.
We passionately believe that developing a plan to help you achieve your life goals is exciting, uplifting, and rewarding. Accordingly we attempt to make the process that we take you through as comfortable and enjoyable as possible. This is the most important part of our process. Listening to your goals, objectives and future plans helps us to understand what is actually important about money to you.
Dave is originally from the UK and Kelly is an Australian. They are married with three beautiful girls aged 6, 4, and 6 months. Dave is an IT solutions architect consulting in the financial services sector via his own business. Kelly is currently a full time mother. Before we were referred to Dave by his financial adviser in the UK he had been living in Australia for 12 months.
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