Casey Graham

Senior Financial Planner

Casey Graham is a Senior Financial Planner who enjoys helping clients understand what is financially possible.

She does this through holistic financial planning which covers a variety of areas: retirement planning, investment strategy, legacy and tax saving solutions and wealth protection. She also uses industry recognised tools to model clients' cashflow and assess what they have, what they need and address any shortfalls highlighted.

Casey enjoys helping clients to feel in control of their financial future and translates the complexities and jargon into something they understand.

Outside of work, Casey enjoys cooking and travelling, particularly to visit family in South Africa.