About Us
Integrity & Service, the core of our ethos
Knowing what’s best for our clients. WHY? Because we listen, we read between the lines and we provide tailor made solutions to suit your needs, based on our extensive product knowledge and substantial industry experience.
Our Founder
Grant Khoury
CFP® – Certified Financial Planner
With 20 years Industry experience, I have a reputation for personal service and giving undivided attention, allowing me to grasp what is important to each client, customising solutions to meet their needs and ensuring consistent client satisfaction. My commitment to giving honest, beneficial advice, along with my unshakeable integrity has kept me rated as one of the top investment advisors at Discovery (ranking in the top 3 Invest CEO awards consistently.
Our Value
As a company, we adhere to the highest standards of honesty, integrity and professionalism.
An innate awareness that each and every client we meet will have different needs. That in mind, we make a commitment to providing excellent service, and benefits that meet the short, medium and long term financial goals of each client.
Integrity and honesty are paramount and we pride ourselves on maintaining the highest standards in the industry.
Confidentiality and non negotiable compliance as well as remaining in a permanent state of curiosity as the landscape of our clients lives change, ensure we are always able to keep up with the needs and requirements of each individual. It’s an ongoing partnership, that lasts a lifetime, to provide the best product and service for the best life for you, our client, and those dear to you.
Our Approach
The financial plan we develop for you will be based on your needs and requirements
Imagine if you will, for a moment, an experience of service, where the service provider is listening to you, paying attention to what you are saying, without interruption, and then like magic, you receive a financial plan for you based on your needs and requirements. It seems almost mythical given the lack of service we have become accustomed to, but at Khoury & Associates this will become your reality.
Our Vision
Wealth is not a matter of intelligence, it is a matter of inspiration
Our vision & commitment is to provide each and every client excellent service and benefits that meet the short, medium and long term financial goals. Integrity and honesty are paramount and we pride ourselves on maintaining the highest standards in the industry.
Confidentiality and non negotiable compliance as well as remaining in a permanent state of curiosity as the landscape of our clients lives change, ensure we are always able to keep up with the needs and requirements of each individual. It’s an ongoing partnership, that lasts a lifetime, to provide the best product and service for the best life for you, our client, and those dear to you.
Health
The only thing consistent about life, is change. As your circumstances change, so will your needs. Our role is to ensure that your ever changing needs are met regarding your health cover and that of your family.
Wealth
Let us work with you to build your wealth, to give you the freedom to do the things you want to do for you and your loved ones without the anxiety that comes when you ask the question: “How will I pay for this?” may you never have to ask that question again.
Happiness
A direction is what makes you happy, not a place. With our guidance, you can make the right decisions that will lead to your happiness.
