Poole Advisory
About the Business
Welcome to Poole Advisory, your trusted financial institution in Bowral and Sydney, Australia. With over 20 years of experience, we specialize in providing personalized financial advice to families, businesses, and high net worth individuals.
At Poole Advisory, our approach is to evaluate your current financial situation and collaborate with you to define meaningful and achievable financial strategies that will allow you to live a life of prosperity. Our expert team of financial advisors is ready to assist you in pursuing financial freedom.
Our financial philosophy is holistic and simplified for better returns. We believe in understanding where you are now and where you want to be. Our goal is to build a financial future for you and your family by developing a comprehensive wealth plan tailored to your unique circumstances.
Our clients appreciate that we make things simple, provide clarity on the path ahead, and empower them to take action towards financial freedom today. We take the time to understand your relationship with money, your challenges, and your aspirations, in order to create a great financial plan that aligns with your values and comfort level.
Navigating through the complex world of finance can be daunting, but we are here to help. We will narrow down the endless options and devise the right strategy for you. Our aim is to provide you with a map on how to get to where you want to be and measure your progress through regular reviews.
At Poole Advisory, we offer a high-value, client-centric service based on core values of integrity, care, loyalty, fairness, respect, and competence. We strive to streamline and simplify your finances while empowering you with knowledge to make better-informed decisions.
In addition to our expertise in financial advising, we have a robust network of trusted professionals, including accountants, mortgage brokers, lawyers, property advisers, and buyers agents. This allows us to provide you with a comprehensive approach to your financial goals and give you the best opportunities to build your path to prosperity.
We also understand the importance of wealth protection and offer strategies to give you peace of mind. Financial opportunities are everywhere, and we empower you to understand and capitalize on them. Making the right decisions today can have a significant impact on your future.
Whether you are planning for retirement, need assistance with estate planning, or require financial advice at any stage of life, our team is here to help. We specialize in self-managed super funds (SMSFs) and can guide you in setting up and maintaining your fund to align with your overall financial plan.
At Poole Advisory, we believe that estate planning is for everyone, and we have partnered with Anthony Fondacaro from Legacy Wills and Estates to provide you with the necessary information and guidance.
No matter your financial needs, working with the Poole Advisory team is crucial to achieving financial goals that facilitate a life of fulfillment. We invite you to explore our website and contact us to schedule a consultation with Anthony Poole, your trusted financial planner at Poole Advisory.
Photos
Location & Phone number
310 - 312 Bong Bong Street, Bowral, New South Wales 2576, Australia
Hours open
Monday:
8:30 AM - 6:00 PM
Tuesday:
8:30 AM - 6:00 PM
Wednesday:
8:30 AM - 6:00 PM
Thursday:
8:30 AM - 6:00 PM
Friday:
8:30 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Anthony's service has been invaluable to me and I would recommend his services to anyone considering financial advice and planning."
"I have been working with Anthony for the past 8 months implementing a long term financial strategy. Anthony's personal approach and ability to understand what I am looking for in the future has made this easy. I can't nor recommend Anthony highly enough. I look forward to working with Anthony for many years to come to achieve the goals we have in place."
"Poole Advisory has been helping my wife and I manage our finances since 2019. He has been instrumental in helping us get our family finances to a position where we are confident with where we are now, and where we will be in the future. He took the time to understand our needs, and develop a plan for the future that is achievable and actionable."
"Anthony Poole, of Poole Advisory, has successfully managed my superannuation since 2014. In that time the global economy has experienced some shocks, but Anthony's professional skills have ensured that their impact has been only minor. Anthony has solid financial skills and is a vigilant financial manager; however, to only describe him in those terms does not do him justice. HIs highly developed interpersonal skills enable him to understand all of his clients, as individuals, and tailor investments to suit each client's risk profile. Not only that, he ensures that he explains and demonstrates all elements of any investment, to provide you with that all important surety and confidence that you are being well looked after. I have no hesitation in recommending Pool Advisory."
"There is no doubt on Anthony’s expertise, advice, and the tools he provides; but importantly, the true value he adds in is when because of my entrepreneurship rides, I throw at him challenges beyond his core skills, he not only connects you with the relevant specialists but educate and prepare you beforehand to get most out of your specialist consults. It is Anthony who personally drives to ensure we are on track with our personal goals. Working with him has made our personal journey extremely easy, he understands our personal wealth management goals, coordinates with our accountants, tax planners, lending and buying agents whenever necessary; having him around for years not only gave us support but peace of mind. I will highly recommend Anthony and Poole Advisory team."
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