Financial Foundations Australia

Worried about making mistakes or missing out when you retire? Watch a short video on how we guided Kate and Ben...Click Here.

We believe in the transformative power of financial advice.

Work with a team that understands you.

In our experience clients don't just want to enjoy their wealth in their lifetime, they want to pass it to their family in the best possible way. We can help you do both - create the lifestyle you want and transfer your wealth effectively in the future.

We work with generations of families needing complex financial problems solved.

MEET OUR TEAM

Having provided financial advice services to clients for over 40 years, we pride ourselves on knowing how to deliver innovative solutions in simple-to-understand terms.

We're a firm of exceptional financial advice professionals, powered by smart technology, and we often work with multiple generations needing complex solutions solved.

We know that clients need to understand why we make recommendations and that complex scenarios need to be easily understood.

That's why we partner with our clients and guide them every step of the way. Let's work together.

We design personalised action plans to support you in achieving your goals.

Whether you need comprehensive advice to grow your wealth, a plan to transition your wealth to your children or if you have complex structures to manage, we have the right solutions.

Managing Your Wealth Structures

Preparing your business for growth, an exit strategy, or just managing risk all involve getting the right strategic plan in place. We implement strategies and frameworks to support you.

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Building and Protecting Wealth

Whether you're an experienced investor or just beginning your financial journey, we find out what you want to achieve and discuss strategies that will get you there.

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Intergenerational Transfer of Wealth

We all need to consider what happens when we age. Whether it’s family succession planning, aged care requirements or leaving a legacy, we help you create the right plans.

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Transitioning to Retirement

When planning to retire, we focus on ensuring your wealth is structured in an optimal manner, using the right strategies and constructing appropriate investment portfolios.

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Hear some of our client stories.

We have a few case studies that might help you understand what happens when you get the right advice. Work with a team who knows how to guide you to achieve your financial goals.