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Contact us
About
Financial Services
Financial Services
Retirement Planning
Wealth Creation + Investment Advice
Insurance Advice + Wealth Protection
Superannuation + SMSF Advice
Cash Flow Management
Estate Planning
Business Planning
Client Tools
Client Tools
Poole Wealth Portal
Client Portal Login
Blog
FAQs
Home
About
Services
Blog
FAQs
Client Portal Login
Poole Wealth Portal
Book an intro call
Contact us
Book an intro call
Contact us
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Blog & Insights
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How to handle financial pressures during the holiday season
News
December 16, 2022
Expert tips and tricks from Poole Advisory to help put an end to financial pressures this holiday season. Watch for risks and learn to budget
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Would a four-day work week work for you?
News
November 30, 2022
Do you see work-life balance as financial success? A four-day work week could be in your financial plan. Ask your financial planner.
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New year's goals: what does success mean to you?
News
December 21, 2022
A financial adviser is key to achieving success - whatever that means to you. Contact Poole Advisory for a custom financial plan for your definition of success.
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How will the 2022 Federal Budget affect you? Poole Advisory breaks it down.
News
October 27, 2022
All eyes were on Federal Treasurer Jim Chalmers this week for his speech to Parliament on Tuesday night regarding the budget announcement
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Is an investment company better than a trust?
Investment
October 21, 2022
Family trusts or company? There is a lot to consider when deciding which is better to complement you. Here we talk about the pros and cons.
It starts with a conversation.
Learn more about the people and principles behind our advice.
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