Gravitas Financial is a financial advice firm.
We partner with you through your life journey.
We help you think clearly about what is important to you by taking the stress away from making financial decisions.
OUR STORY – ABOUT GRANT
Grant Levitas has provided financial advice since 1997 across 3 continents.
He helps clients to protect, accumulate and preserve their wealth and gives them peace of mind along the way.
Grant began his career advising in a family business (founded by his grandfather in 1948) and in London until 2005 before immigrating to, and re-qualifying, in Sydney, Australia.
He is known for building relationships based on trust and is an expert in personal and business risk management.
He prefers to work with clients on a referral, introduction and a second opinion basis.
Grant is inspired by his wife and 2 children, enjoys sports, especially cricket and rugby and has a deep passion for wildlife.
ABOUT GRAVITAS FINANCIAL
At Gravitas Financial, we aim to keep financial advice as simple as possible.
We help individuals, families and business owners understand what they need to do to achieve their financial and lifestyle goals.
Clients feel comfortable working with us as we become an important part of the family or business by understanding what is important to protect and preserve.
We are passionate about building long term and trusted relationships with our clients and aim to keep our 4-step process as simple as possible.
We also work closely with professionals such as mortgage brokers, real estate agents and family lawyers who help their clients through major life changes.
We stand with our clients by helping them make educated financial decisions through life events such as:
Buying a house
Having a family
Going through divorce
Starting to have the ‘Aged Care’ conversation for family members
Receiving an inheritance
Planning to retire
Unplanned business exits
“Grant was an absolute pleasure to work with. It was our first time purchasing life and income protection insurance and Grant guided my wife and I through the entire process as if he had all the time in the world for us. Well Informed, respectful and trustworthy beyond measure, we will be working with Grant long into the future and highly recommend his services.”Shaun and Jana Greenblo