The Financial Planning Association of Australia The Financial Planning Association of Australia

Richard Lee, CFP®


Name Richard Lee, CFP®
Company Grace Wealth Management
Address Suite 7 Level 2
48 Macquarie Street
Parramatta, NSW 2150
Mobile 0412909888
Website http://www.gracewm.com.au

Grace Wealth Management is a people-focussed financial planning practice. We put our clients' goals and interests first. We value the relationships we have with our clients.

At Grace Wealth Management, we take a holistic approach to financial planning and gradually to build up trust and a long term relationship with our clients. In saying that, from day one with our clients, we walk on their journey by ascertaining the financial requirements needed to fund that journey at each stage of their life and the necessary steps to transform their dreams into reality.

We service our clients all over Sydney. So feel free to give us a call and see how we can help and guide you the best way forward.

From our team at Grace Wealth Management, we wish all who come in contact with Grace Wealth Management, a pleasant and prosperous future.

The Financial Planning services that we can help you are :

• Taxation Planning Strategies
• Investments
• Self Managed Super Fund (SMSF)
• Personal Risk Management ( Insurance)
• Superannuation Strategies and Retirement Planning

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