Oak FP Olivia Grant

Contact info

Olivia Grant

Financial Planner

About me

Olivia has been in the Financial Planning industry for over 5 years and holds a Bachelor of Business and Diploma of FS. Along with her extensive qualifications she is also a member of AFA and the FPA.

I specialise in working with clients to identify what drives them to grow their wealth. I then use these motivators to identify their goals. This forms the basis for the financial structures we develop to create a practical timeline to then achieve my clients goals.

My main focus is on creating relationships with clients that encourages them to open up about what is important to them and what they aspire to achieve. Helping clients understand what money means to them and their financial future is a key role I strive to achieve as a Financial Planner. More importantly I believe in educating my clients about financial planning concepts we use everyday help to make an informed decision about the advice we recommend.

Financial planning isn’t all about money. It is simply a tool we use when helping our clients achieve the lifestyle they want to live.

Interests

Hiking, Cycling, Travelling, hunting out new coffee shops and restaurants to try.

Skills

Risk protection plans
100%
Cash flow strategies
100%
Lifestyle goal planning
100%
Business management and growth
100%
Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt