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
Client Services
Financial Planning & Investment Advice
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Retirement Planning
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Centrelink Advice
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Investment Advice
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Superannuation
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Listed Securities
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Rollovers
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SMSF
Risk Insurance & Planning
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Life Insurance
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Disability Insurance
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Income Protection Insurance
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Trauma Insurance
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Business Insurance
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Key Person Insurance
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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
