Wealthadvice.com.au

At WealthAdvice, we're passionate about helping our clients achieve their financial goals and secure their futures. Since our establishment in 2000, we've been dedicated to providing holistic financial planning and coaching advice to individuals, families, and businesses. Our team of experienced and certified professionals takes a unique approach to financial planning, focusing on understanding our clients' values, dreams, and goals before crafting a tailored financial plan that supports their lifestyle.

Our Mission

Our mission is to empower our clients with the knowledge, tools, and confidence to make informed financial decisions that align with their values and goals. We believe that financial planning is an essential component of achieving success and securing a bright financial future. That's why we take the time to understand our clients' unique circumstances, goals, and aspirations before developing a comprehensive financial plan that addresses their needs.

Our Services

We offer a range of financial planning and consulting services, including:

• Holistic Financial Planning: We take a comprehensive approach to financial planning, considering all aspects of our clients' financial lives, including investments, tax, superannuation, and estate planning.
• Investment Advice: Our experienced investment committee develops tailored investment strategies that align with our clients' risk tolerance, goals, and time horizon.
• Superannuation and Retirement Planning: We help our clients make the most of their superannuation and retirement savings, ensuring they're well-prepared for a comfortable retirement.
• Business Consulting: Our team provides expert advice on business strategy, financial management, and governance to help businesses thrive and grow.

Meet Our Team

Our team is led by Principal and Certified Financial Planner, Marisa Broome, who brings over 35 years of experience in the financial services industry. Marisa is a respected expert in her field and has been recognized for her contributions to the industry, including her roles as Chair of the Financial Planning Association of Australia and member of the Advisory Board of the Conexus Institute. Our team also includes experienced professionals with expertise in investment management, superannuation, and business consulting.

Our Story

WealthAdvice was established in 2000, following the sale of Marisa's share in her initial financial planning practice. Since then, we've grown exponentially, refining our services and expanding our team to meet the evolving needs of our clients. In 2009, we refocused our practice to key clients and services, and in 2018, we introduced a consultancy service in financial planning, funds management, governance, and investment committees.