We’ve been helping Australians realise their financial dreams for over 20 years.
Johnston Grocke started back in 1991 with two people – Doug Johnston and John Grocke – selling life insurance. In 2000, with business booming, they expanded into accounting and financial planning.
By 2015, mortgage broking had been added as an offering and Johnston Grocke quickly became a diversified professional services firm dedicated to helping people with all their financial needs including accounting, financial planning, mortgage broking and property, as well as superannuation and retirement planning.
We pride ourselves on a holistic approach
Let’s say you visit a separate financial planner, accountant and mortgage broker. You’ll most likely walk away with three different sets of advice, all driven solely by each expert’s profession. For example, your accountant might help you reduce your taxable income, but your mortgage broker may then tell you the accountant reduced your income by too much, so now you can’t borrow money to buy a house. Next, you see a financial planner who tells you to invest in shares and that you can get income and tax deductions by doing so.
Instead of all this conflicting advice, we bring all that expertise in house, under one roof. That way, all our advisors can work together to build a plan that meets your goals and expectations.
We’re constantly innovating
Our first company objective is Courage to Innovate, which is all about making change. The reality is that a professional services firm that isn’t constantly innovating will quickly become redundant, so we’re always focused on leveraging technology, increasing our value proposition and excelling in customer experience.
We value strong and supportive relationships
Our second company objective is Genuine and Committed Relationships. This means we strive towards creating supportive internal relationships, as well as meaningful external relationships that enable us to help our clients achieve their goals and objectives.
We always look on the bright side of life
Our third objective is Positive and Energetic Outlook. We want everyone who walks through our office door to be surrounded by positive energy and feel invigorated after spending time with our team.
We pride ourselves on our integrity
Our last company objective is Personal and Team Integrity, which means that within our team, our organisation and our client relationships, we always act ethically and with integrity.
If you have a question, need advice or want to get serious about realising your dreams, get in touch with our team today.