Grauman & Trakman has been providing Financial Planning and Personal Insurance services to its clients in Melbourne for over 25 years.

Nathan Trakman, the principle and sole director, 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.

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.