Your financial security is our business

Our boutique family operated business helps West Australians make strong financial decisions based on 60 years’ combined experience.

Retirement ready?

Capitalise on a lifetime of hard work with an individually tailored financial plan.

Unique solutions for University professionals

We’re experts in UniSuper and financial solutions for university employees.

An authentic approach to financial planning

A transparent fee-for-service approach. Our family owned business free from the influence of the big banks and institutions.

Why we are different

We’re a family-owned and operated business providing financial advice as if you were, well, one of the family.
You’ll get clear, balanced advice from our experienced financial advisers who will take the stress out of managing your financial affairs and are driven by what’s best for you.

Because we’re a close-knit locally based team, we are agile and ready to respond to your own personal circumstances or changing economic conditions.

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Our Process

More Australians want financial advice that puts their interests first. Find out how you can achieve financial peace of mind in 5 easy steps. More ...
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Our Investment Philosophy

If you want an investment strategy that provides you with a tax-effective and regular income stream then williamgrant Financial Consultants can help you. More ...
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University employees

Our free whitepaper: Ensuring univeristy employees can retire with peace of mind provides insight into the unique financial situation University staff face, plus advice and ...

Our Blog

Keep up to date with the latest financial news and trends and get valuable tips from our consultants.

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