Carnbrea Financial Advisors are qualified, experienced dedicated to providing our clients with both Personalised Financial Planning and Investment Advisory advice.

Our Services

Our individualistic process allows for proactive engagement with our advisors to best understand your specific financial needs.

Our services may cover the following:

  • The determination of appropriate investment structures for the prudent investment of funds taking to consideration taxation efficiencies, investment flexibility, asset protection and estate planning. This includes the role of trusts, companies and superannuation vehicles (including Self-Managed Super Funds – SMSFs)

  • Employ appropriate superannuation strategies to help create wealth within a tax effective environment. Consideration is given to ensuring the right superannuation structure (i.e. SMSF), contribution strategies, pension and estate planning and investment selection are utilised.

  • Asset Allocation is at the core of our investment advice. Consistent with the Carnbrea philosophy, an important consideration is the application of investment and portfolio diversification. This may be Australian or International shares, income securities or other forms of direct investment. Likewise, we consider augmenting recommendations with specialist managed funds and alternative investments to complement your portfolio.

  • Implementation of strategies to maximise wealth prior to retirement, which may include advice on the entirety of your affairs.

    Ensuring your comfortable and secure retirement is our goal, which can include the establishment of superannuation pensions to generate regular, tax effective income streams.

  • Implement the appropriate type and amount of insurances to provide financial assistance in the event of illness, injury or death. The judicious use of Life, Total & Permanent Disability, Trauma and Income Protection insurance is paramount to risk management.

  • A bespoke assessment that best suits your investment goals and objectives.

    Consideration is given to your tolerance to risk, debt management and alternative assets.

    We then formulate and propose an appropriate strategy for you.

  • An analysis of your income, expenses, and savings, we create a personalised plan that ensures you have the resources you need when you need them. Whether you're aiming to invest, save for the future, or simply achieve financial stability, our tailored cash flow strategies will guide you.

  • Our philanthropy services are designed to help you make a meaningful impact with your wealth. We provide expert guidance and tailored strategies to maximise your charitable giving and ensure your contributions align with your values and goals.

  • Identification of areas where you can legally minimize your tax liabilities. We then design tailored strategies that align with your personal financial goals, such as tax-efficient investments, smart income structuring, and optimal timing of deductions.

Our Wealth Management Process

“When you deal with Carnbrea, you can expect custom advice, a personalised approach and first-class service. Our goal is to preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and potentially for generations to come.”

Everything begins with a conversation

If you would like to learn more about Carnbrea or our range of services, please do not hesitate to contact us. Our team is here to assist you with any enquiries.