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...

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...

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...

Allied Wealth was founded out of our frustration with the status quo in the wealth industry. We have found that financial advice is best delivered in boutique organisations, as when management don’t interact with clients, their decision making process shifts from the best interest of the client to increasing the profit of the business. Our name was chosen to ensure Read more...

Our role in helping you is to not just understand your financial situation, but to help guide the decisions you make about what you do with your money based on your values. Everyone that walks through our door seeking financial advice, has their own set of goals and values. We want to know what these are. For example, you may Read more...

Custom Accounting is a truly client focused Chartered Accounting practice. What makes CA unique? Sometimes companies can abuse the term “boutique”, but we believe that as a small company our focus on the client’s relationship and experience with us is a core foundation of our ability to provide you with a high quality service. Our unique approach comes from our Read more...

United Advisory is a collaborative professional advisory business established to redefine the financial services industry. An advisory business with no ties to dealer groups, fund managers or product providers. We offer strategic, personalised, expert advice with only one core objective in mind – achieving your life’s wants and needs. Our services are tailored to individuals who want clear direction and Read more...

Craig Meathrel is the founder and principal adviser at Strategiq Wealth. Since 2005, Craig has been working as a Retirement Strategist and has become an expert with helping people over 50 who aim to live the good life in retirement. This focus was born out of his frustration of seeing people getting closer to retirement that weren’t maximising all the Read more...

Not all investment advisors are equal. We specialise in providing independent financial advice services, insurance and investment advice to professional people who have achieved career success or aspire to it. Our clients cover a broad range of industries; from health to engineering, university lecturers and business owners. Our clients have a broad range of investing interests; from direct shares to Read more...

We don’t sell anything We are not a financial supermarket. We are advisers. We’re here to help you make decisions for you and your family. We aren’t tied to anybody We only work for you. You’re never locked in We’re here whenever you need us. You’re always in control. Simple and straightforward What you see is what you get. Independent Read more...