Unlocking Your
True Freedom
Financial freedom isn’t just numbers. It’s the power to live your purpose. Grundy’s Consultancy dig deep to find your “why,” then build a bold, tailored plan to turn your vision of freedom into reality.
It doesn’t have
To Be Difficult
Grundy’s Consultancy helps you to build the future of your choice according to your vision of freedom.
With our proactive you-focused planning, you take control of your wealth.
Smart decisions can become a life-changing growth, paving the way for a bright future.
Who We Serve
Grundy’s Consultancy aims to empower individuals to pursue their dreams and find their freedom. Whether you are just starting, well established in your professional life or retiree, we are here to help you find your purpose.
Business Owners
And Executives
I aim to ensure my business continues to thrive while preparing for retirement and succession.
Families
I want to safeguard the wealth I’ve built and make it work for me, enabling continued growth of my assets
Pre-Retirees
And
Retirees
I’m already retired and want to ensure my legacy is safeguarded while making sure I don’t run out of money anytime soon.
Child Policy
I want to invest wisely now to secure my children’s future and ensure they have a strong financial foundation.
Individual
or Business
In Debt
I’m a young professional looking to expand my family, eliminate debt and help grow my wealth.
What We Do
You define your goals, we’ll design the path to achieve them.
From funding to wealth management, Grundy’s Consultancy guides you with only one goal in mind: to help you find your freedom.
From the first conversation, I felt understood. Not sold to. Not rushed. Just… seen.
Adam took the time to look at my business with me. The actual day-to-day realities, not just numbers on a spreadsheet.
He helped me figure out what kind of support I really needed. No cookie-cutter advice. No pressure. Just clarity, guidance, and options that actually made sense.
What I appreciated the most was how everything was explained in plain language. I never once felt talked down to or overwhelmed. And anytime I had a question, I got an honest answer. Not a sales pitch.
If you’re running a business and feel like you're carrying it all on your own, juggling finances, trying to grow, and dealing with constant uncertainty, talk to Grundy’s. It truly feels like having someone in your corner who understands what you’re going through.
Adam took the time to fully understand my goals and concerns, then crafted a tailored plan that put my family, business, and income growth in the best possible position. His attention to detail and personalized approach gave me complete confidence in every decision we made.
If you're looking for an advisor who genuinely cares about your success and has the expertise to back it up, I wouldn’t trust anyone else but Adam. Highly recommended.
He was very pleasant professional insurance agent/broker. He took his time reviewing what my boyfriend had and even went above and beyond by calling what companies we had and even called several.
He would explain things to your understanding. He is very diligent to his job.
After finishing up with Gary’s Insurance. And again very due diligence he turn to me sold me a funeral. I can’t express how professional I’m always and seems to be very sentimental about each one’s needs.
Kind regards
Tammy
In my past experiences with Adam, they always approached each situation with transparency and honesty. Adam never hesitated to give me a realistic perspective, even if it wasn’t what I initially wanted to hear, and I’ve come to deeply value that level of candor. His ability to balance professionalism with a genuine concern for my financial well-being is truly rare.
What’s more, Adam has a remarkable ability to build trust. They take the time to understand individual needs and provide advice tailored to each unique circumstance. I’ve always walked away from our discussions feeling informed and confident, knowing I’m working with someone who has my best interests at heart.
If you’re looking for a financial advisor who leads with integrity and delivers results, I can’t recommend Adam highly enough. Their character and dedication are unmatched, and they’ve made a meaningful impact on my financial journey.
Our Insights
Debt vs. Strategy: Which One Are You Using to Grow Your Business?
If you think a loan will grow your business, think again. Discover why strategy, not debt, is the foundation of financial transformation.
Stop Using Your Personal Credit for Business
Still using personal credit to fund your business? Here’s why that’s risky, and what lenders actually want to see before saying yes.
Denied a Loan? Fix This First
Most small business loans get denied not because of bad ideas but because of poor fundability. Here’s how to fix that, step-by-step.
Index Universal Life Insurance (IUL), Explained in Response to George Kamel
Is IUL a scam or smart strategy? Discover the truth about Indexed Universal Life, tax-free growth, and how to avoid costly mistakes.
When $500 a Month Changed Everything: Two Real Stories of Smarter Wealth Building
Discover how two clients transformed $500/month into tax-free retirement income, protection, and legacy using Indexed Universal Life insurance.
Beyond Budgeting: How Grundy Builds Long-Term Wealth Roadmaps
Budgeting is a tool, but real wealth requires vision. Discover how Grundy’s custom strategies help families plan, grow, and protect their financial future.