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At the start of 2013 Arthur Graham & Associates along with Genesys Wealth Advisers Swan Hill, merged more than 100 years of combined experience in the finance industry, and businesses that have been supporting the local area for more than 45 years.
We were then known as “Golconda” meaning: “a source of great wealth, advantage or happiness”.
Today Arthur and Shane along with their team are now simply called Graham Wealth.
The same goals and values as before, just with a new name that represents the family and structure that has become a trademark in our region.
We also still do things a little differently to other financial planning firms - and take great pride in the level of service in which we provide to our clients.
We now have a much stronger focus on the Business and Succession Planning space as well as Aged care, and our approach to working with a group of professionals and specialists to gain the best outcome for our clients.
If we are not able to address any matter, we will find a professional from one of our close contacts from all areas of the finance industry including:
All of which are accessible directly, whilst being managed by your dedicated adviser and their support team.
Graham Wealth, the trusted choice. 40 years of service to the Swan Hill area.
Whilst we work with your financial service providers to meet your needs, we have selected a number of specialists in their fields of expertise to provide service to our valued clients.
They are selected as our specialists because they reflect our values and meet our expectations of professionals in their relevant industries. They are accessed as required to provide assistance in areas of their expertise that we are not licenced in or are unable to provide assistance in directly.
Our Group of financial service specialists can change and expand over time. At the time of this document, our specialists include (but are not limited to):
Accountants and Auditors
GMG Financial Services
Pooles – Accountants and Tax Specialists
We also have strong relationships within all the major and regional banks in our area, including:
Swan Hill Credit Union
Estate Planning & Business Succession Solicitors
Basile Pino & Co
Dwyer Mahon & Robertson
Garden & Green
General Insurance Brokers
Rutherford Street Insurance Services
Department of Veterans Affairs
“Any advice provided by GMG Financial Services, Peat Partners, Pooles, AMP Bank, Macquarie Bank, ANZ, Bendigo, CBA, NAB, Swan Hill Credit Union, Westpac, Basile Pino & Co, Bernie O'Sullivan, Dwyer Mahon & Robertson, Garden & Green, Irongroup Lawyers, Patrick Cussin, Rutherford Street Insurance, Centrelink, Department of Veterans Affairs, Angus Finance and Patterson Finance detailed above is provided independently of Graham
Wealth Pty Ltd and our Licensee, AMP Financial Planning. Neither Graham Wealth Pty Ltd, nor AMP Financial Planning Pty Ltd take any responsibility for any actions or service they provide.”