Gravitas Financial | Businesses
Gravitas Financial
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24.01.2022 Very important!! May seems trivial but I think it is so important on all documents that you sign this year. #gravitasfinancial #clientsbestinterest #lookingoutforourclients
16.01.2022 Thunderstruck!! Thanks Cane Financial and Chris Green
14.01.2022 Great partnering with Cane Financial in helping their clients protect their families, protect their career, their lifestyle accumulate wealth and give them peace of mind along the way.
10.01.2022 Join Cane Financial and Gravitas Financial for an exclusive webinar via zoom with Citi Wealth Management discussing current market conditions. Wednesday 1 July, 10.30am. Register in advance to attend: https://us02web.zoom.us//register/WN_mlQNUlR4TMapb-Rua0FlGg
09.01.2022 Insurance becomes tangible at claim time - special testimonial from a Gravitas client follows- "Our association with Gravitas Financial and Grant, has been a fairly short one. On the purchase of our first property in Australia, our broker recommended that we engage someone like Grant to ensure that we had the correct levels of insurance subsequent to making one of the biggest financial decisions of our life, in addition to having an 18 month old boy keeping us on our toes. Co...ming from a finance background I was quite confident that our insurance levels were where they needed to be, and being within my Superannuation, a cost I did not have to take into consideration for my monthly budget. Nevertheless we agreed to engage Grant, to get some perspective and do some sort of comparison. Needless to say from our first meeting it was clear that our insurances were nowhere near where they needed to be, especially regarding our son (and any future additions to our family.). Our thoughts and opinions on insurance were challenged during the initial engagement and gave us a sense that we needed to do a bit more to ensure our family was covered for the 'unlikely' event. At our second meeting Grant presented his advice and recommended a comprehensive insurance policy that was tailored to our family needs. There was no hesitation from us and we went along with Grant's advice. The transition was seamless, a couple of signatures and electronic forms, and the cover was in place. Fortunately for us the timing was perfect, as 4 months down the line the 'unlikely event' occurred and I was diagnosed with testicular cancer. After going through all the necessary specialist appointments, scans, blood test and finally surgery, I can thankfully close this chapter of my life for now and satisfied that the trauma cover allowed for some compensation. I'm truly thankful to Grant, for the advice and product he recommended and i'm confident that should any further 'unlikely' events occur, my family will be taken care of. D&B" #gravitasgoingtheextramile #gravitasfinancial
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