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Allied Wealth - Independent Financial Advisor
29 Kiora Road, Miranda, New South Wales, Australia
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About Allied Wealth - Independent Financial Advisor
Welcome to Allied Wealth - Independent Financial Advisor, located at 29 Kiora Road, Miranda, Australia. We are a trusted establishment in the finance industry, offering independent financial advice to our valued clients.
Our team of experienced advisors, led by Chris Rae, has over 22 years of expertise in the financial services industry. Chris established Allied Wealth in 2020 with the aim of providing tailored and unbiased financial advice to his clients. With a background as a former director of the Profession of Independent Financial Advisers, Chris brings extensive experience in running boutique financial planning offices.
Joining Chris is Greg Barter, who has been working as an advisor in the financial services industry for over 23 years. Greg joined Allied Wealth in 2022 to pursue his passion for providing independent boutique financial planning advice. With over eight years of expertise in key investment decisions, Greg has served as a voting member on the investment committee for one of Australia's largest managed discretionary accounts. His clients range from individuals to not-for-profit organizations and corporations. In addition to being a principal advisor for Allied Wealth, Greg also chairs the Allied Wealth Investment and Asset Allocation Committee.
Jess Brizuela, another member of our team, has been working in the financial services industry for over 17 years. Jess joined Allied Wealth in 2022 with a focus on delivering unbiased advice to clients, ensuring that product conflict is not part of the advice process. Jess strongly believes that clients deserve to receive genuine independent advice, as it builds stronger long-term relationships.
But don't just take our word for it. Here's what some of our clients have to say about us:
- "The financial advisor at Allied Wealth has been my financial advisor for a considerable period of time. I have always much appreciated their ability to understand my evolving financial requirements, their relevant advice, and ability to translate the information given into well-researched and appropriately flexible solutions."
- "We have dealt with Allied Wealth for several years and always found their financial advisor to be totally professional in all our dealings. Their follow-up on required information is immediate. We would recommend Allied Wealth to our family and friends."
- "Our introduction to Allied Wealth has proven to be a successful decision for our future lifestyle. The prompt response and service provided by Allied Wealth has given us confidence in our fund investments."
At Allied Wealth, we take the time to understand your specific needs and goals, creating personalized plans tailored to your individual situation. We pride ourselves on our ability to explain complex financial concepts in a way that is easy to understand, ensuring that you are fully informed throughout the process.
Whether you're looking for assistance with superannuation, estate planning, tax efficiency, or investment strategies, Allied Wealth is here to guide you. We are an independent financial advisor, committed to providing advice in your best interests.
We are excited to have the opportunity to work with you and ensure a continued partnership with a trusted team. Contact Allied Wealth today and experience the expert and dedicated service that our clients have come to rely on.
Photos of Allied Wealth - Independent Financial Advisor
Level 4/29 Kiora Rd, Miranda NSW 2228, Australia
Opening hours of Allied Wealth - Independent Financial Advisor
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
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