Anticipate your outcome with Grove
Knowledgeable, practical, approachable, and serious about acting in your best interests at all times, we help turn complexity into clear and actionable strategies that navigate you toward your financial goals - always striving to deliver the highest standard of advice and proactive ongoing support.
With offices in both Albany and Claremont, we specialise in financial planning, insurance advice, investment advice and a full range of self managed superannuation fund (SMSF) services.
Crafting a financial plan is the first important step in the process of determining how best to use your financial resources to move toward the achievement of your goals. We might assist you in developing clear goals, and will consider your current financial position, your hopes and plans for the future, and strategies that might be available to you.
When it comes to managing investments, we take our responsibilities very seriously. Our goal is to obtain a detailed understanding of your hierarchy of needs, objectives, attitudes, and relevant circumstances, and to use this to develop a personalised investment strategy that seeks to maximise the probability of success. As peace of mind is important, we take the time to explain your personalised strategy and investments, and to assist you in making informed decisions.
We offer specialist advice on establishing and running SMSFs, advice on investment opportunities and limitations using SMSFs, holding personal insurances within a SMSF, and compliance and in-house administration services. For those seeking simplicity and ease of management our bundled service gives you all the benefits of a SMSF, while relieving you of much of the administration burden.
Whether for family protection, to fund business shareholder agreements, to provide key man cover for key employees, or to protect yourself, personal risk insurances play a critical role in limiting the potentially devastating financial impact of serious illness, injury or death.
We can assist you in determining what type of cover you need, how much cover you need, how to structure ownership of the policy, how to reduce premiums and improve affordability, how to determine which features are suitable, and will compare products to ensure that you receive tailored and cost effective cover.
8:30 - 5:00
(08) 6819 7555
1A Freshwater Parade
Claremont WA 6010
8:00 - 5:00
(08) 6819 7500
49 Serpentine Road
Albany WA 6330