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A wealth of financial knowledge and experience

Advocate Advisory is an adviser owned financial planning group.

The group's network has experienced advisers who can provide financial planning advice in regard to Investments, Superannuation, Retirement Planning, SMSF, Life Insurance, Business Insurance, Tax Effective Investments & Listed Securities.

Our
Mission

Our goal is to help our clients make informed decisions about their future. We provide written financial plans that when followed, give our clients greater control over their financial future, increase their potential to achieve their financial dreams and maximise their wealth

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Services

 Client Services 

Financial Planning & Investment Advice

  • Retirement Planning

  • Centrelink Advice

  • Investment Advice

  • Superannuation

  • Listed Securities

  • Rollovers

  • SMSF

Risk Insurance & Planning

  • Life Insurance

  • Disability Insurance

  • Income Protection Insurance

  • Trauma Insurance

  • Business Insurance

  • Key Person Insurance

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Partner with us

 Why Advisers Partner with Us 

Exciting & Value Rich Professional Development Days

Business Set Up/Wind Down Assistance

Genuine CPD Support & Flexible APL

General ongoing business support including regulatory updates, templating & more

Dedicated Compliance & Revenue Teams

Tailored fee structure depending on the needs of your business

Team

Meet the Team

Contact
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