Simple, easy to understand financial advice, solutions and services for all Australians wanting more certainty over their financial destiny.
Working out how to achieve your financial goals is easy and you don’t have to earn a high income to do it. Whether you’re looking to get your affairs in order, buy a house, start a family or prepare for retirement, seeking quality advice from a qualified financial expert can help you achieve your goals sooner, and with more confidence.
We provide the ‘how’ via a road map to the financial destiny you desire. We do this by helping you realise the full potential of your money, maximising your wealth and enabling you to live the life you want. We also help protect everything that is important to you; family, assets and lifestyle.
As a client of Antipodean Advisory, you obtain strategic, tailored financial advice, from a privately owned, fee for service financial planning business dedicated to growing and protecting your wealth.
As wealth management professionals we will work with you on aligning your life and your finances together. The goal may be to make more money or make your money work harder for you or managing debt and how to pay it off sooner. Discussions we will most likely have with you will be about things including:
How to improve your relationship with your finances and reduce stress;
How to save, grow and use wealth for the things that you value;
Encouraging you to live out your dreams with the comfort that you have planned for them;
Assist you to understand what you value most and how to focus on building more of it; and
Arming you with the knowledge you need to make big life decisions.
Start your plan with our assistance today.
Privately Owned
When we recommend a product or service to you it is because we genuinely believe that particular product or service is an appropriate solution for your specific needs as we understand them to be.
Our reputation is important to us. It’s what we have built our business upon so you can be assured that we will always act in your best interests first and foremost.
Some of our services
investments & portfolio Management
It is true that good investing is the foundation of achieving your financial goals and requires commitment, research and patience. We are qualified and have the experience to help you navigate the myriad of opportunities available to give you the best options available for you.
planning for retirement
Regardless of whatever retirement means to you, one thing is for sure – no one wants to spend their later years worrying about money. Some careful planning can help to set you up financially for your retirement years ahead. We provide you with advice so that your money can start working for you and you can stop working when you want.
managing debt & Budgeting
There are different types of debt – good and bad. We can explain the difference and make sure that – where possible – your debt is working for you and your future. We can also work with you to develop a budget, one that suits you and your lifestyle and will set you on the right path to live the life you want now and in the future.
starting a BUSINESS
The startup and small business marketplace is still a new and fierce frontier that can benefit from advice and financial planning. We give you a holistic approach, so your company can get the best competitive advantage.
creating wealth in a tax efficient manner
As advisors, our philosophy is to develop strategies to create wealth over a desired investment time frame while reducing tax where feasible. We will work with you on strategies considered to reduce your tax liability, and to understand Australian legislative requirements before pursuing a particular strategy.
Estate planning & insurances
Insurance provides you with peace of mind that your family will be protected should something unexpected happen to you while Estate Planning gives you peace of mind that you have made all the necessary arrangements for your estate and legacy to be managed according to your wishes.
“It is not necessary to do extraordinary things to get extraordinary results…..”
Goals need a plan
We plan our diets, health, fitness, and our careers. We seek advice to get optimal results in many aspects of our lives. Why should your finances be any different?
The greatest sports men and women have coaches, the world's most re-known musicians have teachers and successful business people have mentors.
Do not let the fear of finance and its' complexity or your understanding stop you from dreaming and from building a brighter financial future.
No matter what your financial goals look like, you’ve got a far better chance of achieving them with a plan of action in place.
Let's Chat.
There are a couple of ways we can start:
Book in for a free 30 minute initial consultation where I can talk to you more about the services we can provide and how we work. In the call, I will ask you about your current financial situation, your goals and be in a position to provide you with general financial advice. The purpose of this call is to find out if we are a good fit and will not provide personal financial advice.
Use the form below to contact us with an enquiry or to book an appointment.
Enquiry Form
