Grauman & Trakman
Grauman & Trakman Financial Planning is an authorised
representative of AXA Financial Planning.
We are authorised to provide financial services on behalf of AXA Financial planning. AXA Financial Planning is one of Australia’s leading financial planning organisations and has been operating since 1996 and is a principal member of the Financial Planning Association of Australia.
Grauman & Trakman has been providing Financial Planning and Personal Insurance services to its clients in Melbourne for over 25 years.
Nathan Trakman, the principle, is a qualified Chartered Accountant, and provides specialist financial planning services, with an emphasis on retirement planning and investment advice, to individuals and Trustees of Self Managed Superannuation Funds.
Gavin Polmans is a specialist in personal insurance and wealth protection advice, and has over 15 years of experience advising clients in both Business and Personal insurance.
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We are fortunate to have a loyal client base and our emphasis is on cultivating long lasting relationships with our clients by delivering carefully thought through financial planning strategies, and monitoring these strategies in the face of changing circumstances and legislation, on an ongoing basis.
Our practice is a full fee for service practice and we earn service fees only from our financial planning clients. We rebate all external financial planning commission received in full.
Theresa Alexander, Matthew Thomas and Simon Thompson make up the rest of the team, and their key responsibilities include providing all important back office support in para planning services, investment and personal insurance administration, and client services.
Grauman & Trakman have entered into a referral agreement with an associated entity of Sothertons Melbourne.
For more information visit www.gtplan.com.au |
Pyksis
Pyksis recognises the importance that innovation plays in company success and works closely with innovating companies to maximise their returns by developing effective and workable Business, Go-to-Market, Intellectual Property and Financial Strategies.
These strategies are based on sound market research with the ability to access Venture Capital financing, Private Equity and also State and Federal Government grants.
Pyksis services are delivered “across-the-board” from training programs on how to bring your innovations successfully to market, to specialised mentoring and the provision of Non-Executive Directors, through to export assistance. Pyksis operates in all technology sectors, with a special focus on sustainability and the emerging carbon economy. |
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Sothertons Melbourne is an Alliance partner of Pyksis, and together we provide a portfolio of complementary services that are designed to ensure your enterprise operates profitably and sustainably, while meeting the challenges of the local and global markets.
For more information visit www.pyksis.com |
