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Simple advice for busy professionals

We provide quality financial advice that's easy to understand and implement

Elevate your financial future today! Financial planning often lingers on the to-do list, but taking action now can unlock significant returns and safeguard you from potential financial downturns.

Invest a few hours with us and witness the transformation of your financial landscape.

Whether you’re new to this or haven’t connected with your advisor in a while, we’re here to guide you.

Let’s start a conversation that could change your financial trajectory.

Our financial planning services are provided by Voyage Financial Planning Pty Ltd, part of the Voyage Group.

 

Financial planning areas we can help you in

Income Protection & Life Insurance
We provide a full review of your personal insurances, looking at how much cover you require, who the best insurer is for you and helping implement the policies as quickly as possible.
Superannuation Optimisation
Paying too much in fees? Performance no good? Tired and confused about what to do?

Our Superannuation advice focuses on simplifying your super setup, reducing fees and ensuring your funds are invested in a way that you are comfortable with. We also look at what contributions are available to you and ensure your beneficiaries are looked after.

Investment and Wealth Creation
Our investment service offers personalised strategies to grow your wealth.

We aren't in the business on confusing you with complex structures. We provide simple, effective investment advice to get your money working for you, not the other way around.

Life Event Planning
Kids? Wedding? Buying your first home or upgrading into a bigger home?

We've seen it all. We will work through life's ups and downs to ensure that what you do with your money works for your specific situation.

Retirement Planning
Looking to transition? or Retire all together?

Our retirement strategies assist with providing clarity in a complex financial environment. We provide you with certainty of income, Age Pension maximisation and Estate Planning guidance to ensure that your retirement is as simple and enjoyable as possible.

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Our mission is to improve the way Australia’s professionals receive finance advice.

Our mortgage broking services.

Credit Representative 544419  is authorised under Australian Credit Licence 389328.

This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.

Subject to lenders terms and conditions, fees and charges and eligibility criteria apply.

Voyage Financial Services Pty Ltd ACN 663 421 136.

Our financial planning services.

Matt Grant is an Authorised Representative (AR 432602) of Wealth Today Pty Ltd AFSL 340289. Voyage Financial Planning Pty Ltd is a Corporate Authorised Representative (CAR 1007837).

This website is published by Voyage Financial Planning Pty Ltd. Matthew Grant 432602 and Voyage Financial Planning Pty Ltd CAR 1007837 are authorised representatives of Wealth Today Pty Ltd (ABN 62 133 393 263), AFSL 340289.

The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content.

Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.

Under no circumstances will any of Voyage Financial Planning Pty Ltd, Wealth Today Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content.

This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Matthew Grant and Voyage Financial Planning Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.

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