We exist for those lucky enough to have choices but not sure if their wealth set up is optimal.

Portfolio Advice

"Quite simply, our recommended portfolios aim to beat their peer averages over the long term, without taking on more risk."

Wealth Advice

"We go about this with a laser focus on our client’s Grand Plan, incorporating everything that’s important to them, from the here and now into old age and legacy. Then, using our experience and leading edge technical resources we bring together the best wealth set-up that'll get the job done."

UK State Pension Rescue

We continue to get fantastic results for our UK State Pension Rescue clients, helping them drastically improve their pension expectations for a modest cost. We can help most Australian residents maximise their UK pension if they lived and worked in the UK for 3 years or more.

For me, it’s about helping every client live out their very best life. Ask yourself this. Is there a complete alignment between your wealth and everything that’s important to you? Or do you need a little help?

Stephen Thaxter

Principal, Grand Plan Wealth