James MasseyFinancial Planner
Founder and Director, James Massey established Grace Financial Services back in December 2013. But the journey began well before.
Trained and experienced as a mechanical engineer for General Motors and in Christian ministry, his formal financial qualifications began in 2001. James then began work as a para-planner and also completing his Graduate Diploma in Financial Planning from the Securities Institute in Melbourne.
After four years in financial planning/property development businesses in Victoria, Jim took the Senior Adviser role at a financial planning practice here in NSW. Being promoted soon after as their Manager of Financial Planning, looking after offices in Maitland, Lambton and Erina for seven years, servicing clients throughout the Hunter Valley, Newcastle and the Central Coast.
Following three years in management with a large mortgage company, James founded and began Grace Financial Services in Toronto, NSW, Lake Macquarie December 2013. He then added a mortgage broking arm February 2015.
Awesome service! It's refreshing to deal with someone who walks In integrity!Adelle - Facebook
Beth just helped my wife and I find and setup a home loan. She did all the leg work and showed us which loans we could choose from for our situation, explained what was going to happen - then they went and did it! I'd very happily recommend using Grace for your loan needs. Thanks guys.David - Google Review
Beth was always keeping me updated on the progress and went beyond what I had expected. She was clearly the most proactive finance broker I had encountered, which is why we chose to use her services. She was well informed, knowledgeable and if she was unsure of anything, it would be chased down quickly to give a definitive answer. Whilst the financial sector has come under scrutiny recently, exposing some unsavory business practices, people like Bethany restore confidence and faith back into this industry by their relentless work ethic and highly professional conduct.Greg - Email
Professional. Down to earth. Affordable. Ethical.Hannah - Facebook
Trustworthy and reliable.Marnie - Facebook
Jim didn't just go the extra mile for us as first home buyers but went a few extra miles after that. Couldn’t speak highly enough of the service.Peter - Facebook