When Roskow started in 2009, as independent financial advisers, we were as rare as hen’s teeth. Australians were googling independent financial advice and there were only fourteen (yes, 14) of us in Australia. Fast forward to now, we’ve helped others turn independent (there are approximately 100 advisers now independent in Australia) and have grown a strong team. We’re now one Read more...

My name is Andy and I think financial advice could be much more accessible and much less conflicted. I also think the advice should always help clients more than it helps the advisers giving it. Our motto is fairly simple, advice that puts clients first. Read more...

Managing Director and Principal Financial Adviser, John Hart has over 31 years’ of experience within financial services, and chartered accounting. John is a Certified Financial Planner and Member of the Financial Planning Association of Australia, a registered Tax Agent and a designated Chartered Tax Professional and member of the Tax Institute. The Seabridge Wealth business was established in 2012 when Read more...

At Freedom Wealth Services, we believe in a client-focused, holistic approach to wealth creation. We are not your typical financial planner and our service won’t be limited to providing tips and recommendations. We go the extra mile for our clients to make the entire process as easy and seamless as possible– from identifying and planning for your dreams to turning Read more...

InstructAnt was born out of a desire to develop a business with a heart to serve. Our mission is to be a financial guide to clients to help them understand and be active in the processes and strategies involved in securing their definition of financial freedom. Read more...

I’m Andrew Saikal-Skea, an Independent Financial Adviser in Canberra. I am 100% independent and conflict-free and I do not charge commissions or asset-based fees. My clients are also never locked in. I survey the financial landscape my clients operate in, then design and implement a plan that provides the highest probability of achieving their goals. Read more...

Whether an individual or a business owner, when it comes to your finances, great service, trust, professionalism and integrity – backed up by open communication – makes all the difference. Since 1995, we’ve carved out a reputation among our clients in Adelaide and across Australia as being very different to the average accounting firm. Read more...

At Surf Coast Wealth Management, we believe that money is a tool to be used like any other. It’s worth is not in its accumulation, but how it is managed in achieving the goals and objectives that also align with your values. With careful management and a well-considered strategy, we can help you live life on your terms while creating Read more...

When Roskow started in 2009, as independent financial advisers, we were as rare as hen’s teeth. Australians were googling independent financial advice and there were only fourteen (yes, 14) of us in Australia. Fast forward to now, we’ve helped others turn independent (there are approximately 100 advisers now independent in Australia) and have grown a strong team. We’re now one Read more...

Since 1995, Stephan Independent Advisory has been providing truly independent wealth management advice to family business owners and foundations, looking to build their legacy, empower future generations and increase their charitable impact. Stephan Independent Advisory has devised a wealth management philosophy that deals with the complexity of families, family businesses and foundations. Stephan Independent’s has developed a proprietary wealth management Read more...