Cara Graham

I am a financial adviser and business owner that has been in the financial services and wealth management industry since 2006. My team and I offer an advice service that speaks to our client’s unique journeys. This means holistic advice that is tailored to each client’s specific needs & requirements. I work with clients from all walks of life to help them achieve greater financial certainty and more with what they have got. I only take on clients where we can add significant value because I want to make a material difference in their lives. Plato once said “The cure of the part should not be attempted without treatment of the whole.” This guides my approach to financial advice as I fundamentally believe that meaningful advice isn’t about action on a single decision, it is the wisdom to impart long term habits that guide us along the twists and turns of life.