“Building, Protecting and Managing Wealth is the Key”
Want to know more about who we are and how we help our clients? Check out our video here to find out more!
Ph 07 3721 4400
Providing personal financial advice to families for over 24 years is an achievement we are proud of.
Our clients range from those looking to save for and buy their first home, to those who have built and managed their wealth, and are wanting to settle in their final home.
We have grown our business by helping our clients set and achieve their goals and as a result our clients refer us to their family, friends and colleagues. Client referrals is how we have grown our business since it started, and we are proud to continue this philosophy to this day.
Darren Smith
Managing Director
Darren Cooper
Senior Financial Adviser
Mackay
Adrian Berkeley
Senior Financial Adviser
Brisbane
Joseph Gollan
Financial Adviser
Brisbane
Francis Rigby
Advice Development Manager
Anthony Mirandilla
Financial Adviser
Robina
Angela Gregory
Financial Adviser
Bundaberg
Luke Berthelsen
Financial Adviser
Melissa Lloyd
Financial Adviser / Cashflow & Budgeting Specialist
Scott Ashman
Financial Adviser
Sunshine Coast
Kevin Cuthbert
Financial Adviser
Brisbane
Head Office
Level 4
Toowong Tower
9 Sherwood Road
Toowong
QLD 4066
PO Box 115
P 07 3721 4400
Personal wellness has many dimensions including health, social, occupational, spiritual and financial, with many of them being interrelated.
Research suggests that at least 1 in 4 Australians who are within the workforce are financially stressed, and this is having a significant impact on their mental and physical health, their relationships and their productivity and concentration levels at work. The research also supports that employees don’t leave this at home and at least 3 hours a week within working hours are impacted by this type of stress. The cost and lost productivity for businesses can be significant.
Progressive organisations that are committed to the total wellness of their employees need to take note of the mounting evidence and more importantly take action.
TNS Global - AMP 2016 Financial Wellness Report
Financial Advice Matters Group (FAM) is already working with a number of organisations who are committed to supporting their employees by delivering a multi-module structured education program to not only increase the financial awareness and knowledge for employees, but provide practical tools and skills that they can utilise to more confidently achieve their goals and be empowered to make more informed decisions.
After having an initial discussion to gain a better understanding of your organisation and the goals you are looking to achieve for your team, we will prepare and present for you a tailored program for your consideration that will enhance your employee value proposition and have a positive impact on business performance.
Disclaimer
The information contained in this website is of general nature and does not take into account any personal circumstances.
Whilst all care is taken in the preparation of this material, Alliance Wealth Pty Ltd, its group of companies and employees (together, Alliance Wealth) do not give any guarantees, undertakings or warranties concerning the accuracy or completeness of the information provided.
The information contained in this material should not be relied upon as a substitute for professional financial advice (including tax advice) and you are advised to consider obtaining professional financial advice if the information is of sufficient importance to you. Alliance Wealth accepts no liability of any kind to any person who relies on the information contained in the material.
