We are a new company based in Sydney providing wealth advice to Australian residents.
We exist for those lucky enough to have choices but not sure if their wealth setup is optimal.
We prioritise our client’s grand plan above all else, and certainly above the traditional vested interests of the finance industry.
We also specialise in UK State Pension rescues for those who used to live and work in the UK.
Our website is under construction so for more information please get in contact!
Stephen Thaxter
Principal
E: steve@grandplanwealth.com
Grand Plan Wealth Pty Ltd AFSL 551 529