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

With self-help tools and global best practice in wealth and investment management, we empower our clients to build and maintain their own Grand Plan. A fully funded wealth plan that captures everything important to them. From the here and now, into old age and legacy.

Having agreed what’s possible, we work with our clients to perfectly align their wealth with their Grand Plan. That’s how our clients are empowered to make big, confident decisions. There will always be trade-offs and priorities, but the aim is a fully realised life and no regrets.

Of course, life is unpredictable and even the grandest of plans need renewal. So whilst our clients live life to the full, our role is back stage. We help with the decisions along the way, adapting the Grand Plan and making sure that our clients’ wealth performs, compounds and lasts the course.

Fully licenced by the Australian Regulator

Grand Plan Wealth Pty Ltd AFSL 551529 is fully licenced by the Australian Securities and Investment Commission to provide Comprehensive Wealth Advice Services.

The principal of Grand Plan Wealth is Stephen Thaxter (Authorised Representative 001005301, check his current credentials with the regulator here).

About Stephen Thaxter

Stephen has been a financial adviser for over 20 years, having served his clients through Sovereign Wealth Partners (2015 to 2023) and Macquarie Group,(1991-2015). Prior to that he was the CFO and Company Secretary of BT Innovation, a private equity group and a practicing Chartered Accountant in both Australia and the UK.

Originally from the UK, he migrated to Australia in 1987 and now lives in Bondi with his wife Jessie and sons William and Charlie. In his spare time he surfs and swims. Any energy left over goes toward building self-help financial tools.