Wealth Creation - Financial Advice - Sydney & Bowral

About

A thoughtful approach  to growing your wealth

Successful investing begins with a clear understanding of your goals. Whether you are building wealth for the future, investing surplus income or preparing for retirement, the right strategy can make a meaningful difference over time.

At Poole Advisory, investment advice is always considered as part of your broader financial picture. We take the time to understand your financial goals, risk tolerance and time horizon before developing strategies that are designed to support sustainable wealth creation.

Our disciplined, long-term approach helps keep your investments aligned with your goals, without being distracted by short-term noise.

Let's talk about your plan

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Our Approach

What wealth creation and investment advice may include

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Last Will and Testament + Power of Attorneys

If you die without a Will or with an invalid Will, your assets may not go to who you want them to. Having an updated Will and testament is a crucial step in estate planning, however, it is not the only element. Giving someone the power of attorney can allow them to make decisions on your behalf – an essential part of estate planning that should be well considered to protect your family from an uncertain financial future.

Superannuation Beneficiaries

Another important element of estate planning is to choose who your superannuation will go to when you die. Contrary to common belief, your superannuation doesn’t automatically go to your estate. Your superannuation will likely go to your spouse and children unless otherwise specified. You may choose to make beneficiary nominations, choosing a superannuation beneficiary.

Funeral Instructions

Making your funeral plans clear within your estate plan can ensure you have the funeral you want and you can also include financial support to take the stress away from your family and loved ones in what is an already emotional, challenging time.

Testimonials