Financial advice services to help you get your finances under control

About

We help you plan well.

Live more.

With more than 20 years’ experience advising families, business owners and high-net-worth individuals, Poole Advisory (Adviser #441068) provides considered, personalised financial advice built around your life and goals.

We take the time to understand where you are today and where you want to be, then work with you to create practical strategies that simplify complexity and move you forward with confidence.

Our aim is simple: to help you feel clear, in control and supported as you build a life of long-term prosperity.

Robust Professional Network

Poole Advisory works closely with a trusted network of professionals including accountants, mortgage brokers, lawyers, property advisers and buyers’ agents. By bringing the right expertise together, we help coordinate the financial, legal and strategic pieces of your life so everything works in alignment. The result is a clear path toward long-term prosperity, with the confidence, time and peace of mind to focus on what matters most.

Let's talk about your plan

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Where to find us

Trusted Financial Advice Across the Southern Highlands and Sydney

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Bowral

Poole Advisory provides personalised financial advice in the Southern Highlands, helping individuals, families and business owners make confident decisions about their financial future. As a trusted financial adviser,  the team works with clients on retirement planning, superannuation, investment strategy and long-term wealth management.

Sydney

Poole Advisory supports clients across Sydney  with personalised financial advice designed for professionals, executives and growing families. From investment strategy and superannuation planning to retirement preparation and wealth protection, the team provides practical guidance to help you make confident financial decisions and build long-term financial security.

Get to know Anthony

About Poole himself

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.

Because we believe that the smartest financial move you can make is one that gives you back your time to enjoy what matters most.

Located in Sydney and Bowral, our team of expert financial advisers are ready to help you pursue financial freedom. Plan well. Live more.

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