Welcome to Specialised Advice

Our Vision

Specialised Advice began with a simple vision: to provide life changing financial solutions. Our aim is to guide you and help facilitate your financial future. Our clients form part of the specialised community where we educate and empower each member to reach their full potential.

Based conveniently in Alexandria, our team is dedicated to helping you create, grow and protect your wealth.

Solid Professional Network

Financial Planner Writing a Strategy

Our Approach

Our approach is strategy driven, to create the best financial strategy to meet the lifestyle goals you desire.  We work with you to understand your needs, your desires and your fears to create a bespoke strategy that is aligned to the future you crave.

Our purpose is to make a difference in your life by providing you with exceptional financial planning, superannuation, investment management and risk management advice.

We pride ourselves on delivering customer centric solutions, not ‘off the shelf’ advice.

Financial Advice

For every life stage

  • Wealth Accumulating
  • Retirement Planning
  • Retirement Living

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SMSF’s & Super

Expert superannuation strategies

  • Self-Managed Super
  • Retail Super & Industry Super
  • Transition to Retirement Strategies

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Wealth Protection

Strategic wealth protection solutions

  • Providing peace of mind now
  • Providing security for the future
  • Mitigating risk

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Investment Advice

Maximising wealth strategies

  • Portfolio design & construction
  • Investment Cashflow
  • Investment Stress testing

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Cashflow Management

Money Management & Cashflow

  • Know where your money goes
  • Stop your debt cycle
  • Move from debt to wealth

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SMSF Administration

Affordable Administration for Trustees

  • Stay on top of SIS Act Regulations
  • Real time SMSF reporting
  • Annual taxation & audit obligations

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