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Navigating one’s finances can be so tricky, so it’s a good idea to find a financial advisor you can trust to provide insight and guidance. Though there are a ton of resources available online that could help you make the best financial moves, nothing can replace the support a professional financial advisor is meant to provide.
Whether you need a sound financial plan or guidance when it comes to individual investments, financial advisors will provide everything you need to make the most out of your decisions. They specialise in tailoring their advice to the needs and requirements of their clients after assessing them, which saves clients a lot of time.
Essentially, financial advisors take some of the responsibility of your finances onto them and they work and they have their client’s best interests at heart. If you’re looking for a financial advisor, this list will help you find an option that suits you the best.
Better Financial Planning Australia
Founded by Michael Khouri, Better Financial Planning Australia is a boutique financial planning practice that specialises in helping Australian families. They offer a holistic approach to advice as they consider the ‘full picture’ with their focus to help couples make better financial decisions so that they can focus on the things they love.
Michael has his own financial and lifestyle podcast called Sharing More Than the Sheets (available on all good podcast platforms such as Apple and Spotify), where he shares his expertise and knowledge. He touches on many financial topics that are pain points for couples and he regularly interviews experts in various fields that families can relate to.
Michael’s passion is guided by the belief that Australians deserve to enjoy life and have the freedom to spend time with family and friends, without finances being an obstacle. He believes that financial freedom shouldn’t be limited by income, knowledge, or background, which is why he believes that advice should be tailored to a family’s finances, goals and needs.
Better Financial Planning Australia goes above and beyond to minimise hiccups and capitalise on opportunities for their clients in the areas of achieving goals, managing money, managing debt, growing investments, and protecting lifestyle. Their holistic approach along with Michael’s educational yet entertaining podcast makes them stand out and is what makes their services so valuable.
WOW Women Group
Founded by Tracey Sofra, WOW Women Group offers incredible services to women who are seeking financial success. Tracey is a Financial Confidence Expert, Award-Winning Financial Advisor, Keynote Speaker, Entrepreneur, and Author. She grew up believing she could accomplish anything she put her mind to and her father gifted her with encouragement to speak up, step up, and not hold back.
As Australia’s leading Financial Advisor specialising in Women’s Financial Confidence, she knows belief is the key to shifting to financial success. For over three decades, Tracey has worked with thousands of women across Australia to grow their financial confidence and their wealth successfully and sustainably.
Tracey open-heartedly inspires others to take action through facilitating online programs, mentoring and advising. In her Financial Confidence program, she empowers women to have the confidence to make financial decisions, take control of their money, and have strong wealth creation in their own right.
As the founder of the WOW Women Group, she’s the leader of a community of like-minded business, professional, and entrepreneurial women who work together to create change in their own financial lives and the lives of other women across the globe as part of their social impact across the UN Sustainability Goals.
Tracey is passionate about sharing her knowledge and experience to help others grow through WOW Women Group, a company with a diverse range of offerings. Such as; WOW Women Money, which focuses on financial education and training. WOW Women Collective, with a focus on professional networks and events. And WOW Women Executive, focused on industry education and training.
P3 Financial Planning
Jon Morrow was born and educated in Brisbane. After completing a Business degree, he wanted a change of scenery and he headed to London, one of the financial capitals of the world. There, he worked for Deutsche Asset Management, a global company, in their performance team. Though he loved his work environment and the excitement of the city, he missed the work-life balance of Brisbane and so returned home in 2002.
At that point, he knew he wanted to work in finance but he also wanted a balanced life. So, he joined a financial planning firm as a Paraplanner and immediately started studying to become an authorized representative (Financial Planner). Jon found his passion in financial planning because he loved working with clients and building long-term relationships with them. These personal relationships were built over many years and enabled clients to place their complete trust in you.
In 2009, he joined P3 Financial Planning where he loved the dynamic team and partnering with clients to guide them to achieve their goals. It’s very satisfying to know the impact that planning and guidance can have on people’s lives. He works closely with clients to guide them to achieve financial success with the appropriate plan.
Success looks different for each client, so at P3 Financial Planning they take the time to get to know their clients and understand their goals. This allows them to tailor their advice to each individual circumstance, before working closely with their clients to provide them with peace of mind.
Ultimum Financial Services
Founded by Joseph Miasi in 2011, Ultimum Financial Services has significantly grown with the addition of Justin Porrins to the ranks as a Financial Adviser in 2020. With over 13 years of well built experience and has been honoured with notable accolades, Justin is committed to helping people regain control of their finances so they can build their wealth and reach financial freedom.
He works with people from all walks of life, whether that’s extremely busy professionals, small business owners, retirees, or people who just want to make sure their finances are on point. Justin works closely with clients to understand what’s important to them and their goals. This allows him to provide sound advice and tailored guidance to achieve their goals effectively.
Justin’s guidance helps clients free up valuable time and it also provides them with the security and comfort they are looking for to lead a successful life. He is a member of the FPA, SMSF Association, and has also completed his CFP accreditation.
Ultimum Financial Services provides a holistic strategy to clients based on good quality financial advice and they believe in bringing out the best in clients so they can achieve their goals. They offer a wide array of services as well, including cash flow management and tracking, financial modelling and projections, tactical investment allocation and much more.
Finconnex
Directed by Bishnu Aryal, Finconnex specialises in helping everyday people achieve their financial dreams by understanding their end goals. Whether that’s buying their first family home, investment , achieving their dream lifestyle, refinancing an existing property, or property investment via Super , Finconnex provides clients with the support they need. Finconnex has access with more than 40 lenders in Australia, with this broad and comprehensive range of options we have got solutions for our clients.
Finconnex provides ongoing customer care, so after they help clients achieve their goals, they continue providing support. They have a team dedicated only to look after clients and review their needs as priorities and circumstances change over time. Their services are outstanding and effective, and they allow clients to enjoy the best possible outcomes.
They work hard to win their client’s trust and they offer a ton of resources to provide financial education. Finconnex is more than just a home loan; they believe in building a long-term partnership to make sure clients enjoy financial wellbeing. They have created a great reputation and their clients happily refer families and friends, which has helped them grow tremendously.
Finconnex offers personalised services that are focused on ensuring clients meet their objectives. They leverage not only a wealth of knowledge and expertise but also the latest technology available to provide quick and reliable services. They make finance easier and faster, something that clients truly appreciate.
Discover Financial Partners
Founded on a mission to change people’s perception of financial advisers, Discover Financial Partners specializes in recommending wealth solutions that serve their client’s needs and goals above all. It was established in 2008 and it has evolved to provide proven solutions to help clients with their wealth creation, protection, and financial management needs.
When financial planners started being perceived as salespeople in disguise, they realised something had to be done. That’s why Discover Financial Partners was born, a privately-owned firm that’s not aligned to major banks or financial institutions.
One of the practice Partners, Lachlan Anderson, who has been providing advice for over 10 years says he’s passionate about what he does; “Most Australians would love to achieve financial freedom, but surveys have found that 59% of Aussies admit their current financial situation causes them stress or loss of sleep, nearly half (44%) saying that they constantly worry about their financial future. I believe in building long-lasting relationships with my clients to help them achieve their financial goals and dreams, taking the stress out of the picture and creating the future that you want”.
At Discover Financial Partners, they strive to get to know their clients, what’s working for them and what’s not, and understand their short, medium, and long-term goals. Based on that, they build comprehensive financial plans that are unique and customised.
Discover Financial Partners provides actionable, step-by-step plans and they help clients bridge any gaps that may be holding them back financially.
“In short, we make it easier for our clients to take immediate action, implement financial strategies, and apply the necessary changes so that you can reach your goals and achieve financial freedom.”
Lachlan has also written about Australia’s need for financial education, and created his own e-book that teaches people how to budget and manage their own cash flow. On top of this he is a Director for an international charity; Destiny Rescue, and in his own words “loves working with people and with numbers”, so is in the perfect field to help others.
Trilogy Private Wealth
Led by Samuel Mantarro, a financial adviser with over 20 years of experience, Trilogy Private Wealth is a boutique firm that works with a limited number of clients to remain exclusive and work closely with them for a more personalised experience. Samuel has dedicated most of his career to providing financial and strategic advice, and he leverages all that knowledge and expertise.
At Trilogy Private Wealth, clients work directly with advisers instead of managers. They operate with an investment approach based on a structured asset allocation and their philosophy is backed by academic research. They are a complete financial service offering firm, including investments, superannuation, SMSF, insurances, lending, and debt structuring.
The team behind Trilogy Private Wealth works directly with clients to design, implement, and monitor their investment portfolios. They don’t use discretionary accounts and they have clients buy in when portfolio investments are reviewed or moved. That means clients are actively involved in their portfolio management.
Trilogy Private Wealth also educates clients on the merits of investing and the risks involved. They don’t invest in leveraged products, alternative investments, direct property, or private equity, and they take a risk-averse, conservative approach to investment.
Coastal Advice Group
The origin of Coastal Advice Group began with the Newcastle Financial Planning Group, led by Daniel Brown, an experienced entrepreneur and financial adviser. They experienced consistently high growth and soon, they leveraged their collective skills and experience to create a refined client-focused advice process. Then, they expanded by launching the flagship brand Coastal Advice Group, which was equally successful.
Coastal Advice Group provides premium customer service with the help of several systems and processes. Their client-centric services include a 24/7 online booking system, engaging video content, quarterly webinars about the economy and investment opportunities, and a Customer Relationship Management system. They deliver well-structured and effective financial advice to help clients create positive change in their lives.
Their approach is focused on understanding the goals and passions of their clients, and using that information to provide appropriate and tailored advice. This way, clients are enabled to lead happy lives without having to worry about their finances.
They offer specialist advice in areas such as Superannuation, Retirement Planning, Wealth Creation and Investment Planning, Insurance, Estate Planning, Aged Care Advice, and Borrowing to Invest. Based on their highly researched Investment Philosophy, they consistently review their products and services to ensure that they always provide the most high performing advice to all their clients so they can achieve their objectives.
Verante Financial Planning
Liam Shorte is the award-winning SMSF Specialist Advisor and Financial Planner behind Verante Financial Planning, a firm that provides strategic advice on superannuation, retirement, estate planning, investment, and tax strategies. Additionally, he focuses on intergenerational wealth transfer within families.
He enjoys working with Self-Managed Super Funds and Family Trusts, but Verante Financial Planning offers a holistic financial advice service that provides a wide range of solutions to suit each client and their goals. Not to mention Liam provides an effective SMSF exit strategy process for people who need it.
Liam is a non-executive director on the Board of the SMSF Association and he was awarded the SMSF Adviser & Accounting Awards in 2017 and 2018. He is also a member of the Financial Standard’s #FSPower50, the 50 most influential people in finance on social media.
He strongly believes in leveraging the expertise of different professionals, which is why he works with a team of lawyers, accountants, and auditors to achieve the best possible results for his clients. Verante Financial Planning provides services that add value to retirement, tax, and state planning strategies, and they provide structure advice for complex opportunities. They help clients find the perfect solutions by looking at the big picture.
Freedom Finance
Directed by Maciej Stanek, Freedom Finance provides clients with the assistance they need to understand their finances well. Most people discuss their financial issues and doubts with the people they trust, which is usually friends and family. However, your advice should come from someone who has a clear understanding of your situation and who has experience in the field.
That’s where Freedom Finance comes in. Maciej works closely with clients to get to know them, build strong relationships, and understand their financial situation. Armed with this information, he shares strategies that have worked very well for others in similar circumstances.
Maciej meets with clients regularly and he helps clients change their financial habits with the help of sound advice. This way, they can reach their financial goals more effectively. Freedom Finance can provide help and assistance in many different scenarios.
For example, if your life insurance is costing more every year,Maciej can review your policy and conduct a like for like comparison against other insurers options to see if there are not better priced options available for you. If you are unhappy with the cost or performance of investments, he can inform you of your options and make positive changes. If you want to know what investment is the right move, he can also help with that.
Make sure to go and follow these financial advisors for value and to help you achieve your financial goals.
