Jacobus (Handre) Vlok is an experienced financial adviser with more than a decade in financial planning across large superannuation funds and boutique advice practices. Handre holds a Master of Applied Finance and a Graduate Diploma in Financial Planning, and is a member of the Financial Advice Association Australia. Handre founded Altum Independent Financial Advice, a Canberra-based independent financial advice practice, Read more...

We believe best advice is delivered independently. Following a 25-year career in corporate financial services, Peter founded the practice out of a passion to provide more Australians with unconflicted and unbiased advice. We specialise in retirement planning, mainly working with professionals, small business owners or those already enjoying retirement. We look after a select number of clients to ensure high-quality Read more...

Allied Wealth was founded out of our frustration with the status quo in the wealth industry. Our name was chosen to ensure that we will always be your wealth management ally. Jess has been working in the financial services industry for over 16 years and joined Allied Wealth in 2022 to focus on delivering unbiased advice, where product conflict is Read more...

Allied Wealth was founded out of our frustration with the status quo in the wealth industry. Our name was chosen to ensure that we will always be your wealth management ally. Greg has been working the financial services industry as an adviser for over 22 years and joined Allied Wealth in 2022 to pursue his desire to provide independent boutique 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...

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...

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...

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...