Allied Wealth - Independent Financial Advisor
About the Business
Welcome to Allied Wealth - Independent Financial Advisor, located in the heart of Sydney at Martin Place. As a trusted establishment in the finance industry, we are dedicated to providing our clients with independent financial advice tailored to their specific needs.
Our team of experienced advisors is led by Chris Rae, who has been working in the financial services industry for over 22 years. In 2020, Chris established Allied Wealth with the aim of offering unbiased financial advice to his clients. He brings extensive experience in running boutique financial planning offices and was a former director of the Profession of Independent Financial Advisers.
Joining Chris is Greg Barter, an advisor with over 23 years of experience in the financial services industry. Greg's expertise lies in key investment decisions, and he has served as a voting member on the investment committee for one of Australia's largest managed discretionary accounts. In addition to being a principal advisor for Allied Wealth, Greg also chairs the Allied Wealth Investment and Asset Allocation Committee.
Jess Brizuela, with over 17 years of experience in the financial services industry, joined Allied Wealth in 2022. Her focus is on delivering unbiased advice to clients, ensuring that product conflict is not part of the advice process. Jess believes in building strong, long-term relationships with her clients through genuine independent advice.
At Allied Wealth, we pride ourselves on the positive feedback we receive from our clients. They appreciate our ability to understand their evolving financial requirements, provide relevant advice, and translate information into well-researched and flexible solutions. Our professionalism, prompt response, and personalized service have earned us recommendations from satisfied clients who trust us with their family and friends.
As independent financial advisors, we have the freedom to prioritize your best interests and communicate exceptionally with you. Whether you have basic knowledge of the financial sector or require guidance through challenging transitions, we are here to provide timely and professional advice. We understand that everyone's situation is unique, and we take the time to create personalized plans tailored to your specific needs and goals.
Over the years, we have helped clients structure their superannuation, optimize tax efficiency, and achieve good returns through low fee investments. Our commitment to being independent and working in your best interests has resulted in successful outcomes and happy clients.
We are excited to continue our partnership with you as your trusted financial advisors. Our dedicated team at Allied Wealth has managed our clients' affairs for many years, ensuring expert and reliable service at all times.
Contact us today to experience the Allied Wealth difference. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Photos
Location & Phone number
14 Martin Place, Sydney, New South Wales 2000, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have worked closely with Allied Wealth in the last financial year and could not be more satisfied with the initial contact, the ongoing communication and explanation of how my portfolio has is being managed, to latest results that speak for themselves."
"I’ve been working with Chris from Allied Wealth since they opened in 2020 and have been very impressed with his guidance given my somewhat muddled structure. During our time working together Chris has taken on a number of projects in order to rectify some legacy issues I have faced which have involved an ATO Private Ruling and OSR Stamp Duty exemption. At every step of the way Chris has gone the extra mile to ensure my strategy and structure are as robust as possible – even if that does involve significant time. I have and do happily recommend Chris and the team at Allied Wealth."
"I had an initial appointment with Chris and found him to be very professional, knowledgeable and serious about understanding my financial circumstances and goals. He actively listened and absorbed everything I said, helped fill in gaps in my approach and strategy, and didn't try to force any particular investment approach or wealth accumulation instrument onto me. While we didn't progress to using his full services due to personal reasons, we felt like he would have had our best interest at heart no matter how much wealth needed to be managed."
"Chris is an authentic and knowledgeable financial advisor who has assisted my Husband and I with both our short term and long term financial goals. I’d highly recommend him to anyone seeking professional advice with a personal touch."
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