Grant Hodgins
CFP Dip FP, Dip SM, Director
Grant was born into the financial service industry and eats and breathes all things related to financial planning, so coaching in this industry comes very naturally to him. He cut his teeth at NAB developing strong verbal and written communication skills while at the same time learning the value of money and building wealth strategies.
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Areas of Practice:
- Financial Planning
- Superannuation & Retirement Strategies
- Personal & Business Life Insurance
- Centrelink Qualification
- Private Wealth Creation Strategies
- Debt Management
- Estate Planning
He has proven skills in the areas of:
- Financial Planning Strategies
- Aged Care accredited advisor
- Pre Retirement & Retirement Planning
- Centrelink Qualification
- Private Wealth Creation
- Life Insurance
- Self Managed Superannuation Funds
Grant prides himself on having the gift of the gab and developing strong client bonds. His coaching style lends to leaving no stone unturned and has a remarkable way of reading the lie of the land and formulating innovative and tailored game plan solutions and gets his message across to all clients in an easy to understand sort of way.
Along with an ever-increasing list of credentials, he has recently become one of Adelaide’s few accredited Aged Care advisors.
If we are talking all things sport, then Grant could be your detailed coach if it comes to football as he is an avid Crows fan and in the local league (SANFL) an Eagles fan. He lives and breaths sport and family and is a mad ‘Man U ‘ follower.
Rose Mertin
Manager, Client Service
Rose’s primary role is to assist the Financial Advisor team with the processing and maintenance of client files, setting client appointments, preparing for client reviews, processing sale and investment share transactions, updating client valuation portfolios, lodging new investment/insurance applications; and generally ensuring that clients receive the very best Advantage One service experience.
Bridget Parton
Client Services – Financial Planning
Bridget has been working in the personal financial planning industry for over 26 years. Her primary responsibility is to assist the financial planning team with the processing and maintenance of client files, preparing client reviews, processing sale and investment share transactions, updating client valuation portfolios, lodging new investment/insurance applications and generally providing any client servicing support to our Financial Advisers.
The Advantage One Coaching Style
People and relationships. It goes without saying there’d be no business without people and in our case…coaches. In our team we have a brilliant and intelligent array of talent and personalities to draw upon to cover all bases.
There are always moving targets and goals, and invariably, always more ways to win and achieve your lifetime goals. We are collaborative, innovative, practical and solution-based.
To borrow from great coaching models, our starting point is always to fully understand the current business/person and reality. Each of our coaching involvements are different. Each person/business needs, aspirations and goals are different. Which is why, through our ‘ONE Team’ approach, we complete integrated and specific strategies, designed exactly for the individual/business requirements.