Allied Wealth - Independent Financial Advisor

Allied Wealth is an Independent Financial Adviser firm serving clients from Sydney CBD and six further offices across NSW and Queensland, meeting the Corporations Act independence criteria with no commissions and no fees charged as a percentage of assets.

• Founded in 2020 and led by four Principal Financial Advisers, Chris Rae, Greg Barter, Jessica Brizuela and David O’Hara, each with 17 to 25 or more years of experience and credentials including CFP, SMSF Specialist and PIFA practising membership.
• Operates as a Corporate Authorised Representative of Allied Advice (AFS Licence 528160), advising on investment portfolios, superannuation, retirement planning, SMSFs, ethical investing, aged care and business planning.
• Charges a fixed fee for twelve months of service billed monthly, from $800 per month including GST and generally tax deductible, with no minimum investment and no separate Statement of Advice fee.
• Offices in Sydney CBD, Manly, Cronulla, Coledale, Berry and Picton in NSW, and Noosaville in Queensland.

Best for: high income earners, business owners and people approaching retirement who want advice free of product commissions under a transparent fixed monthly fee.

Allied Wealth provides Superannuation Advisory and Compliance services from offices across Sydney, regional NSW and Noosaville, delivered by advisers with no ties to any product issuer.

• Advice covers superannuation strategy, fund performance analysis, transition to retirement (TTR) strategies and SMSF advice for trustees.
• Advisers hold CFP and SMSF Specialist accreditations and operate under AFS Licence 528160 as a Corporate Authorised Representative of Allied Advice.
• Fees are fixed from $800 per month including GST, with no commissions and no charges calculated as a percentage of the fund balance.

Best for: people with large superannuation balances or an SMSF seeking fund advice independent of product issuers.