About Us

The Grand Ridge

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Located in Victoria’s South East, the Grand Ridge Road meanders through one of Gippslands highest points, Mount Worth.  Showcasing some of our regions best scenery and diversity and with strong connections to our community the Grand Ridge Road quickly became the inspiration for our business name.  Grand Ridge Financial is a business working together with you and your best interests through all of life’s stages. 

 

The Best of Both Worlds

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Grand Ridge Financial is a Corporate Authorised Representative of Melbourne based firm First Financial Pty Ltd.  First Financial is one of the largest financial services providers in Victoria.  They hold their own Australian Financial Services Licence (AFSL).  First Financial have over 60 staff who provide Grand Ridge Financial several layers of support.  Of significance is our investment research process which enables advisers to spend more time with clients.  The internal research team analyse and navigate the external investment recommendations from various first class research houses.  The outcomes of the analysis are presented in a timely and efficient manner to our advisers who then communicate any appropriate investment changes to our clients based on their own personalised circumstances and attitude (C&A).  The C&A process is a unique cashflow based philosophy to ensure you have the income you need when you need it regardless of market conditions.  At Grand Ridge Financial you are not just a number in the same box as other clients within a large organisation.  You and your specific needs and objectives are at the forefront of our personalised advice.

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The strength of a well resourced licencee with years of strategic and investment research experience coupled with good old fashioned service brings together the best of both worlds.

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