Dream. Plan. Achieve.

Our goal is to help you achieve peace of mind. For you to feel secure and confident with your financial future.

Secure Your Financial Future with Expert Guidance.

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FOCUSED ON HELPING YOU REACH YOUR FINANCIAL WELLBEING.

Financial planning is a valuable tool for anyone looking to take control of their financial future, make informed decisions, and work towards achieving their financial goals. Engaging in financial planning can provide a roadmap for building wealth, managing risks, and securing a more financially stable and fulfilling future.

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How We Can Help You?

Grenfell Murray Wealth have partnered with Strategy First, creating your comprehensive financial planning team.

Our mission is to encourage you to dream a little to set your financial goals, then help you develop a structured plan around smart financial decisions to achieve your aspirations, using Independent Financial Advice, 100% tailored to you.

Whether you are looking for wealth management, retirement planning, asset protection, estate planning or intergenerational wealth transfer, you will receive quality, independent advice.

We provide this advice on a pure ‘fee for service’ basis to ensure that you remain in control of the cost at all times. Our costs are agreed upfront before any work is undertaken. There is no charge for your initial consultation.

David, our dedicated director and chief financial adviser, invites you to book a free consultation. During this session, we'll delve into your current financial situation, your goals and aspirations, and explore how we can assist you in achieving them.

We provide long-term, trusting relationships, based around a rigorous approach to managing your emotional, financial and portfolio needs. We provide peace of mind.

If you are interested in learning more, contact us for a chat. We are confident you will find it valuable.

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Financial planning can benefit a wide range of individuals and households, regardless of their financial status or life stage. Our clients generally share some common characteristics. Here are some groups of people who we have seen can particularly benefit from engaging in financial planning:

Prosperous 35-50 Year Olds
This can be a pivotal life stage, as you juggle the competing demands of work, life and family.
On one-hand you are developing your skills, growing your income and working harder than ever. On the other, wanting to spend time with your family, relax and generally enjoy life (and why not? You deserve to be rewarded for your hard work!).
We understand this requires almost all of your time and energy, which is where we come in. We allow you to focus on what you do best, giving you the flexibility and peace of mind to spend your precious spare time doing the things you love.

Reflecting 50-60 Year Olds
You’ve worked hard to achieve financial stability, with little to no debt and the ability to grow your wealth. Your kids are nearly financially independent, and school fees are almost behind you.
With the most stressful professional years past, you're ready to pursue rewarding projects that align with your values and passions. You're excited about focusing on wealth creation, asset structuring, and supporting your children's financial future.
As your parents age, you're considering Estate Planning, and an inheritance may prompt you to re-evaluate your financial path and goals.

Self-funded Pre/Post Retirees
You’ve decided it's time to stop working for income and direct your energy toward family, friends, leisure, travel, and volunteer work. Nearing the end of your career or already retired, you look forward with anticipation and some concern about managing retirement funding and lifestyle changes.
Your income-generating years are behind you, and your future cash flow will come from your accumulated financial capital. Any work you do now is by choice, not necessity.
Prudent management of your financial capital is crucial to fund your long-term needs and fulfill the dreams you’ve been waiting to pursue.

Independently Wealthy
You have significant wealth from selling a successful business or a long professional career, more than enough to meet your lifestyle needs. You might continue working for enjoyment or spend time giving back.
Regardless of age or family situation, you seek a trusted advisor to protect, grow, and distribute your wealth meaningfully. You want a comprehensive wealth partnership, focusing on long-term and strategic allocation without being consumed by its management. Estate and intergenerational wealth planning are high priorities, and outsourcing daily financial functions is important to you, allowing you to enjoy other aspects of life.

Aged Care
The realisation that an older person may require higher levels of care often happens quickly. Their carer might be struggling with growing dependence, or it may no longer be safe for them to remain at home alone.
Frequently, family and friends must find suitable care for their loved one at short notice. This is an emotionally charged time for everyone involved, and navigating the extraordinarily complex fee system adds to the stress. Understanding the care options and associated costs can help in making informed decisions during this challenging period.

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