Poole Advisory
Experienced Financial Adviser in Bowral and Sydney
Poole Advisory is a boutique financial advisory firm offering a collaborative approach and tailored financial planning services to get your financials under control.
More about us
Financial Advice Tailor-Made for You
Poole Advisory has over 20 years of experience providing personalised financial advice to families, businesses, and high net wealth individuals.
Our approach is to evaluate your current financial situation and collaborate with you to define financial strategies that are meaningful and achievable to allow you to live a life of prosperity.
Located in Sydney and Bowral, our team of expert financial advisers are ready to help you pursue financial freedom.
Why choose Poole Advisory?
Poole Advisory are more than Financial Planners. We’re Wealth Partners.
Poole Advisory’s financial philosophy is holistic in nature and simplified for better returns: where are you now and where do you want to be?
Our goal is to build a financial future for you and your family. We work with you to understand your current circumstances and provide a holistically developed wealth plan to help you achieve financial prosperity.
Our clients love that we make things simple, provide clarity on the path ahead, and empower them to take action towards financial freedom today.
Financial Standard 2023
50 Most Influential Financial Advisers
Anthony Poole has been recognised by Financial Standard as one of the most Influential Financial Advisors in Australia 2023.
“I absolutely love what I do – helping my clients put their best financial foot forward for wealth-building and stability. It’s an honour to be recognised amongst my peers for this award.”
Anthony Poole
Understand
“We listen to understand.”
Understanding you, your relationship with money, your challenges and your aspirations, is key to building a great financial plan. We will take the time to understand what drives you and what strategies you are comfortable with.
Simplify
“We demystify financial planning and make it simple.”
Navigating through all the financial concepts and misinformation can be very daunting. We will help you to narrow down the endless options and devise the right strategy for you.
Clarify
“A goal without a plan is only a dream.”
We will provide you with a map on how to get to where you want to be and measure your progress through regular reviews. Poole Advisory is here to help you get a clear view of your money, so you can confidently plan for the future.
Understand
“We listen to understand.”
Understanding you, your relationship with money, your challenges and your aspirations, is key to building a great financial plan. We will take the time to understand what drives you and what strategies you are comfortable with.
Simplify
“We demystify financial planning and make it simple.”
Navigating through all the financial concepts and misinformation can be very daunting. We will help you to narrow down the endless options and devise the right strategy for you.
Understand
“A goal without a plan is only a dream.”
We will provide you with a map on how to get to where you want to be and measure your progress through regular reviews. Poole Advisory is here to help you get a clear view of your money, so you can confidently plan for the future.
Financial planning knowledge is power
Poole Advisory offers clients a high-value, client-centric service based around core values of Integrity, Care, Loyalty, Fairness, Respect and Competence. We aim to streamline and simplify your finances while empowering you with knowledge to make better-informed decisions.
A robust, financial adviser and professional network
Poole Advisory has a network of trusted and best of breed professionals of accountants, mortgage brokers, lawyers, property advisers and buyers agents.
As a Poole Advisory client, we’re here to help you achieve your goals with strategies and objectives that gives you the best opportunities to build your path to prosperity.
Knowledge
is power
Poole Advisory offers clients a high-value, client-centric service based around core values of Integrity, Care, Loyalty, Fairness, Respect and Competence. We aim to streamline and simplify your finances while empowering you with knowledge to make better-informed decisions.
A robust
professional network
Poole Advisory has referral arrangements with industry leaders for accounting, lending, legal, property, and investment. Having the ability to engage high-quality professionals that support strategies and clients objectives gives our clients the best opportunities to follow their path to prosperity.
How we can help
Our Services
Financial Planning
Working with the Poole Advisory team to ensure you have the right finance strategy is crucial to achieving financial goals that facilitate a life of fulfillment.
Wealth Protection
Plan for the worst, then go with the flow! Wealth protection gives you peace of mind in knowing that you are financially covered for whatever life may throw at you.
Personal Prosperity
Financial opportunities are everywhere and we empower you to understand those opportunities – making the right decision today can have a significant impact on your future.
Financial Planning
Working with the Poole Advisory team to ensure you have the right finance strategy is crucial to achieving financial goals that facilitate a life of fulfilment.
Wealth Protection
Plan for the worst, then go with the flow! Wealth protection gives you peace of mind in knowing that you are financially covered for whatever life may throw at you.
Personal Prosperity
Financial opportunities are everywhere and we empower you to understand those opportunities – making the right decision today can have a significant impact on your future.
News & Updates
Demystifying diversification for Southern Highlands investors
A simple guide to help Southern Highlands investors understand diversification and why it’s important – including how to allocate your money to different assets in line with your financial goals.
Tax-Savvy Retirement: How To Maximise Your Nest Egg
Whether you’ve recently retired, or you’re looking ahead to your golden years, we’ve put together some tax-savvy strategies that will help you maximise your nest egg.
Tools, steps, and strategies for managing your business financials
Are you a time-poor business owner who needs a hand getting your financials in order? Focus on these essential elements to plan and prepare your business’s financial future.