07:30 – 19:00

Monday to Friday

Bruce Graham

3 Watkins Court Ferntree Gully Victoria 3156
Welcome to the investment website of Bruce Graham, we have over 20 years of expertise and I look forward to helping you.
September 19, 2018

07:30 – 19:00

Monday to Friday

Bruce Graham

3 Watkins Court Ferntree Gully Victoria 3156

About Us

We have over 20 years of experience providing expert financial advice for both businesses and individuals.

Hello from Australia!

Since the best place to start is the beginning, allow me to introduce myself:  my name is Bruce Graham and I would like to welcome you to my corner of the world wide web!

Professionally, I am a Financial Planner and property investment professional.  Since 1995, I have specialised in Wealth Creation.  While this might sound a bit tedious, I cannot begin to tell you how exciting it is to use my financial planning skills to empower people!  I am passionate about helping every client maximise their potential for long-term security.

How does one become a Financial Planner?  For me, it came about by chance.  Long, long ago in a galaxy far, far away…no, that’s a different story.  Actually, I was a public servant who found myself in the library one day, searching for information to complete a personal goal.  After many hours and many days of painstaking research, I had learned the fundamentals of how to invest money.  Before long, friends were coming to me with their financial and investment questions.

I came to the realisation that I enjoyed helping people solve financial problems and began the road to Wealth Creation.  Since that humble beginning, I have worked for local and independent firms and am working towards my MBA.

What makes me different from other Financial Planners?  I work with people from all over the country to CREATE wealth!  Many planners require that their clients have at least $1,000,000 before they will take them on as clients.  My plan is to shake up the industry by providing advice and assistance in order to build wealth so that people who might otherwise be ignored can reach the goal of having that $1,000,000.  I have worked many pro bono jobs in the process, but I’m convinced that this is the way to show my clients the path to success! Plus, I really enjoyed doing the work.

Since all work and no play would make me a very dull dinner guest, I have other interests outside of the office.  I am happily married, a father to no more than four and grandfather to no less than seven (soon to be eight).

Despite the seriousness of my career, I actually have a great sense of humour. I am known for telling fantastic jokes that aren’t always appreciated (even by my loved ones!) but which are, in fact, quite funny. You could say I am inspired by Monty Python and Fawlty Towers, both of which I love.

I am also a fan of any good science fiction film and a bigger fan of a good science fiction book. I even have a long-standing membership to a book club, though I don’t always manage to finish the books in a timely manner.

You can find me out and about, enjoying holidays with my family and supporting local drama groups. I’ve even been known to listen to some great music from time to time. Or you might find me tucked away somewhere, furthering my qualifications by researching markets and different types of investments.

I am interested and concerned with environmental issues. I am a firm believer in ethical and sustainable funds and I find many of my clients are, too!  Solar and wind farms are the waves of the future, and worthy of investment. I support hybrid technology, and to prove it…I drive a Toyota Prius, which I love and have invested in solar hot water and solar electricity.

I truly believe that wealth and happiness are obtainable goals.  By helping those that need direction in their Financial Planning goals, supporting positive industries and avoiding negative ones such as certain mining and forestry practices or those who use child labour, and supporting the arts, anyone may have the best that life has to offer.  My goal is to help make that dream a reality. And to enjoy myself while doing so!

Our Expert Team

Our investment experts constantly evaluate the best ways to put your money to work. Our portfolios are completely liquid, and you can access your money at any time. This is what sets us apart from the competition.

John Harris

CEO and Board Member
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Melanie Saunders

Head of Investment
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Bernard Crotty

Tax Advice
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Louise O’Donnell

Stock Market Broker
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