The Grand Ridge
Located in Victoria’s South East, the Grand Ridge Road meanders through one of Gippslands highest points, Mount Worth. Showcasing some of our regions best scenery and diversity and with strong connections to our community the Grand Ridge Road quickly became the inspiration for our business name. Grand Ridge Financial is a business working together with you and your best interests through all of life’s stages.
The Best of Both Worlds
Grand Ridge Financial is a Corporate Authorised Representative of Melbourne based firm First Financial Pty Ltd. First Financial is one of the largest financial services providers in Victoria. They hold their own Australian Financial Services Licence (AFSL). First Financial have over 60 staff who provide Grand Ridge Financial several layers of support. Of significance is our investment research process which enables advisers to spend more time with clients. The internal research team analyse and navigate the external investment recommendations from various first class research houses. The outcomes of the analysis are presented in a timely and efficient manner to our advisers who then communicate any appropriate investment changes to our clients based on their own personalised circumstances and attitude (C&A). The C&A process is a unique cashflow based philosophy to ensure you have the income you need when you need it regardless of market conditions. At Grand Ridge Financial you are not just a number in the same box as other clients within a large organisation. You and your specific needs and objectives are at the forefront of our personalised advice.
The strength of a well resourced licencee with years of strategic and investment research experience coupled with good old fashioned service brings together the best of both worlds.
Grand Ridge Financial Services Pty Ltd was founded by Barry Zeldenryk (Principal & Financial Adviser) in May 2016.
Barry has over 17 years experience in the financial services industry having worked with the Commonwealth Bank, WHK and most recently local accounting firm Crowe Horwath. Along with experience as a Financial Planning Manager and Principal Adviser, Barry has the highest professional qualifications. Barry’s Certified Financial Planner (CFP®) certificate and Bachelor of International Finance degree complement his hands-on approach to advising his clients through all kinds of market conditions and individual circumstances.
Barry believes the ‘one size fits all’ client management approach of many financial services organisations is often implemented to suit their own efficiencies and profits. This can go against the grain of providing personalised financial advice. Barry has a reputation for delivering good old fashioned service in the best interests of his clients.
Deb Thomas joined Grand Ridge Financial in August 2016 as the firms Practice Manager. Deb also has a wealth of experience in the financial services sector and understands building strong long term relationships is earned with efficient, proactive, professional and quality client service and practise management. Having worked together before, Barry & Deb understand that financial advice is more than just numbers and strategies. It is peace of mind.
Call us now on (03) 5618 3122 to organize your obligation free appointment to get your financial plan on the right track.