Grace Wealth Management Pty Ltd is a people-focused financial planning practice that prioritizes clients’ goals and interests. As a ‘fee for service’ firm, they offer unbiased and independent financial advice, free from ties to specific investment and insurance providers. Their mission is to be recognized as one of Australia’s top wealth management firms, delivering professional and personalized services to help clients achieve financial success.
Based in Parramatta, the major transport hub of Sydney, Grace Wealth Management serves clients in Western, North-West, and North Shore suburbs. Led by Richard, a seasoned professional with over 20 years of experience in banking and finance, the firm values strong client relationships and aims to provide tailored solutions to meet individual needs. Richard’s background in economics, accounting, and financial planning equips him to guide clients on a comprehensive financial journey towards realizing their dreams.
With a commitment to adding value and making clients’ aspirations a reality, Grace Wealth Management offers a range of services including financial planning, investment advice, and mortgage consultancy. Richard’s extensive experience working with reputable financial institutions such as Colonial, MLC, and AMP Financial Planning underscores the firm’s dedication to helping clients navigate their financial goals with expertise and integrity.