At Graham Wealth our mission is simple. To help our clients and their families achieve their business and personal goals through proactive service and ongoing advice.

Since Arthur Graham started the business as Arthur Graham & Associates in 1978, our foundations of commitment to family, clients and our community has never altered, and never will. We have a team of great people who are absolutely focused on helping you, our clients. 

We look forward to having you as a committed client of ours and are excited about getting started.

Same values and local Focus

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: 

• Accountants, Auditors & Tax Specialists
• Solicitors & Estate Planning Specialists
• Share Brokers – including variations on standard shares
• Mortgage & Equipment Finance Brokers
• Bond Brokers
• General Insurance Brokers
• Real Estate Agents & Property Developers
• Banks & Credit Unions, and
• Business Analysts
   

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.

Our Relationships

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):

“Any advice provided by GMG Financial Services, Peat Partners, Pooles, May Partners,  AMP Bank, Macquarie Bank, ANZ, Bendigo, CBA, NAB, Swan Hill Credit Union, Westpac, Beck Legal incorporating Basile Pino & Co, Bernie O'Sullivan, Jolimon Lawyers, Garden & Green, Irongroup Lawyers, Patrick Cussin, Rutherford Street Insurance, McLardy McShane, 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.”