“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
Francis Rigby
Advice Development Manager
Paul Coleman
Head of Operations & Planning
Rob Hillier
Group Accountant
Darren Cooper
Senior Financial Adviser
Mackay
Adrian Berkeley
Senior Financial Adviser
Brisbane
Melissa Lloyd
Financial Adviser
Joseph Gollan
Financial Adviser
Brisbane
Anthony Mirandilla
Financial Adviser
Robina
Amy Pursehouse
Financial Adviser
Angela Gregory
Financial Adviser
Bundaberg
Luke Berthelsen
Financial Adviser
Scott Ashman
Financial Adviser
Sunshine Coast
Kevin Cuthbert
Financial Adviser
Brisbane
Financial Advice Matters works with a number of like minded businesses and member organisations to offer our clients access to additional resources, valuable information, events and forums to expand their knowledge and understanding in areas of interest to their lifestyle.
National Seniors Australia (NSA) is Australia’s leading independent voice of the over 50’s, with a nationwide member base of over 200,000 members . NSA strive to represent the views of Australians to all levels of government on issues such as age discrimination, mature age employment, retirement income, health care, aged care and cost of living.
As leading consumer lobby for the over 50’s, NSA is dedicated to fighting for the key issues that directly impact the lives of mature aged Australians through advocacy, research and policy development, and to date NSA have had a positive influence on aged care reform, age pension increases and securing support for older workers just to name a few. The National Seniors Productive Ageing Centre (NSPAC) conducts in-depth research to gain insight into over 50’s, resulting in advocacy work to get real outcomes for older Australians.
P 1300 765 050
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.
Financial Advice Matters, as a leader in financial wellness education is working in conjunction with The Toowoomba Hospital Foundation and the founders of the Turn to Me awareness campaign to raise valuable funds and lift awareness around mental health.
Watch this short video by FAM Managing Director, Darren Smith and 'Turn to Me' founders Petero Civoniceva, Isaak Ah Mau and Steven Johnson introducing the awareness campaign.
The team have organised a series of activities and events to raise the profile around this issue, make a real difference to our community. One of the premium events will be the upcoming Bundy to Brissy charity bike ride lead by FAM’s Advice Development Manager (and cycling enthusiast), Francis Rigby.
Any donations and support will make a real difference to improving mental health in our community, and can be made directly to The Toowoomba Hospital Foundation using the link below.
Now is the time to stand up and be counted! Contact us today if you would like more details on how you could get involved.
“It is great to be able to give back to the community in such a meaningful way that also aligns to our values and the work we do on a day to day basis.”
Darren Smith - Managing Director, Financial Advice Matters
Financial Advice Matters’ Darren Smith and Francis Rigby with Petero Civoniceva, Isaak Ah Mau and Ashley Harrison.
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.
