Partners and Supporters

As Australia’s largest superannuation fund, and with a history of strong long-term performance, AustralianSuper is committed to helping members achieve their best possible retirement outcome. AustralianSuper can help you with small, simple steps that could make a big difference to your financial future and set you up for the retirement that’s right for you.

At 20/20 Advice, we put clients first and specialise in tailoring a plan for each client to help them meet their goals; we are passionate about providing clarity for our fellow Australians as to what their financial future should look if they follow a well-structured plan.

A passionate small group of licensed advisers determined to help Australians navigate the travails of impending economic hardship confronting many right now.

At Affinity Wealth Plus we work closely with each individual client to provide a full range of strategic financial planning, taxation and wealth advice to help guide you through superannuation, investments and retirement planning to achieve your specific goals and give you peace of mind on your financial future.

We provide advice to clients looking for retirement and/or aged care solutions, mainly in the north eastern suburbs. Particularly in these times of upheaval and change, we can help you to fully understand your options, decide which option is best for you and help you to implement it, every step of the way.

Darren is the founder of Align Financial, his advice combines left-brain logic with right-brain understanding. He applies his expertise to each client, allowing them to spend their time doing the things that are important to them.

We have assisted many clients build, manage and protect wealth though various business cycles over 23 years. Our extensive knowledge and deep experience underpins the income tax and financial strategies across broad spectrum of advice.

As an experienced financial adviser, I love educating and coaching people how to make smart financial decisions. Two heads are always better than one and during these uncertain times, having someone to partner with you can bring great peace of mind.

Some of our clients are facing tough times, yet are wanting to invest to take advantage of the down-turn in the market. Like our clients, we love both property and shares, but we help them grow their portfolio through the investment that is best for them, while assisting in the daily struggles their businesses face.

At Astute Brisbane Central were all about simple solutions straight up by tailoring a plan to suit your financial goals. Most Millennials dream of buying a house and getting into investments that are both environmentally and socially responsible. Most of my clients get assistance with budgeting and saving money by taking advantage of what is available.

Australian Ethical is Australia’s original ethical investment manager. We’ve been helping Australians invest for a better future since 1986 through super, pension and managed fund products that align with their values and provide competitive returns.

Few things have the potential to shape our lives like money, and few are more personal. Your earning, spending, saving, and investing plans are as unique as you are. Australian Unity believe in the importance of investing the time to understand you and your unique financial goals, especially in these times.

Benchmark Financial Services is a wealth management practice solely focused on helping you achieve your financial goals. We strive to deliver personal trustworthy advice as well as positive and consistent outcomes.

At Beachside Financial, we team with our clients to create a customised plan to help you achieve your financial and related goals, to help you achieve your goals within the desired timeframes that you prefer.

My name is Michael and I love helping my clients thrive from point A to point B. My goal in this profession is to help families make better financial choices so they can focus on the things they love.

Beyond Today Financial Planning started as a program to help employees through a redundancy. My passion for improving the financial literacy of my clients means that I focus on ensuring they not only understand their financial plan, but that they get actively involved in implementing it.

We provide advisory & investment services to clients from diverse backgrounds and financial standing, from those just starting out on their financial journey, through to complex family units requiring inter-generational wealth and succession planning.

As one of Australia’s leading wealth experts, BT has been helping Australians build and protect their wealth since 1969. With BT, you can access a range of solutions across super, investments and insurance, to help you plan for today and tomorrow.

Bull Financial Group is a highly successful boutique financial planning practice built on a model of service to clients rather than just a yearly review and prides itself on providing affordable advice and service for their many loyal clients and their families.

With over two decades of experience in finance, Tony has seen many changes in the markets. His background in accounting, stockbroking and financial planning allows provides a range of advice to his clients and mentorship to his team.

One of Australia's largest non-aligned groups with advisers all across Australia, many of its practices are supporting the Together-Australia initiative.

At Charter Hall we go further to create better outcomes for all. Our values drive us to think bigger, do better and now – more than ever – we are driven to go further to create value for our customers.

At Claringbold, we are a family owned and run financial planning firm. Our goal in business is to give you the confidence to know you’re on the right path in your financial journey, especially in times like these.

We offer holistic wealth management advice, addressing financial position, goals and ambitions expressed by our clients. Our service delivery is ‘wholistic’, in that we work collaboratively with other professional advisers as appropriate in each circumstance. 

Here at Consortium Private Wealth in Horsham, there is no 'one size fits all' solution. Every individuals' circumstances, needs and goals are uniquely different. From financially surviving COVID-19 to planning for your future retirement, we provide common-sense strategies that get results.

We love working with young couples and families – connecting them to, and helping them achieve their goals. We are proud that we are their trusted advisor; their empathetic and dependable friend. Our integrity and passion are clear when we need to be unreasonable – yet realistic and humble to help keep you on track.

We are a family owned, boutique financial planning firm based in North Adelaide. With over 30 years industry experience and being Adelaide born and bred, business principal, Kym Cotter, provides a full range of personal and business financial advisory services to his loyal, long term client base and their families.

Crosby Dalwood is an integrated Accounting, Business Advisory and Financial Advice firm. We strive to make a positive difference and walk the extra mile with our clients by understanding what is important in the short term (like navigating recent market volatility), as well as assisting with long-term goals.

Hi, I am Andrew Bowring from CS Capital Group. We joined the Together-Australia initiative mainly because it just makes sense to make advice more accessible in these really difficult times. I have been in this industry for more than 30 years and I am being asked questions now that make me realise that everyone needs guidance.

Discover Financial Partners is a professional financial advice firm founded to help clients plan towards their future goals and aspirations. We help our clients make smart choices in the area of money by first understanding what is important to them then linking this to specific financial recommendations and steps.

I am passionate about making sure that everyone is educated about making their superannuation work for them, and helping them save fees and invest it properly so it is growing!!! I also specialise in investing and retirement planning- putting some structure around your future so you can know what you need to do to reach your goals!!

EJM financial Services is all about creating happiness. We have been creating happiness for clients for over 27 years and take pride in delivering client outcomes. In today’s world it is more important to partner with someone that can help you navigate through uncertain times and help deliver the outcomes you and your families want and need.

Hi, I'm Marnie Musa and I focus on giving my clients great financial advice to meet their objectives. I concentrate on what we can control and use proven strategies to build long-term financial plans that are tailored for each client.

Most of our clients are business owners, Professionals that are usually very busy and want care and attention . At Equity Financial Services Aust P/L (EFS) we not only provide care but have always believed that receiving financial advice shouldn’t be confusing or overwhelming.

I have an amazing opportunity to make a difference by helping clients achieve what’s important to them. Many are currently facing uncertainty; yet the value of advice is now greater than ever. At Evalesco, we aim to empower our clients to live healthy, wealthy and happy lives.

Fairvine Super has been designed for women. They are providing real, accessible solutions to try and reduce the super gap.

Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers — to help our clients build better futures for themselves and generations to come. As a private company we think generationally and invest for the long-term.

I’m Nick and for nearly 10 years now, I have been helping everyday families navigate their way through life’s finances. Together with an experienced team we go the extra mile to ensure our clients have a clear plan, regular check-ins to make sure we stay on track, and agile enough to change course when things pop up.

To us, our clients are our family. Just like family, we take an uncompromising approach to ensure you meet your aspirations, through every stage of life's journey. Since we opened our doors in 1987, and following my joining the team in 1995, we have been doing just that: Making a difference to thousands of people in the Cairns areas.

At Finnacle, our vision is to help Australians improve their lives by simplifying their money decisions at an affordable price for all. We integrate technology and people to provide our members with a team of advisers that specialise in all areas of money and finance.

Hi, I’m Dion from Finwest Wealth Management, I have a passion for helping my clients achieve their goals. I believe Financial Advice is more than a set of strategies, I believe advice is a way to capture what’s important to individual clients and translate that into the future they want.

First State Super is one of Australia’s largest profit for member industry super funds. With the largest member-owned financial planning business in Australia, their planners can guide members through important financial decisions at any stage of life. Whatever your situation, First State Super offers the right support and guidance to help you when you need it.

Hi! I’m Gianna Thomson, Certified Financial Planner and Money Coach and I run my own bespoke financial planning practice. I enrich the lives of professionals, senior public servants and business leaders by providing advice that gets them financially well organised and to live life on purpose.

Financial Planning how it should be; Tailored Solutions for Individual Circumstances. Most of my time is spent getting to know my clients, understanding their circumstances and developing long term relationships with clients leading them on their journey of Financial Freedom.

At Future Focus Financial Planning in Wollongong we use the UN Sustainable Development Goals as a framework to understand what is important to our clients. We develop comprehensive advice together while helping our clients invest in line with their values to support the future they desire.

Hi I’m Shane, I got into his industry first and foremost to help people. In our day to day our practice uses our skills and expertise to understand our clients’ future needs and goals and our greatest reward is for us to be able to assist our clients to identify and live their ideal life.

Scott specialises in self-managed superannuation funds and risk insurance for individuals and small to medium businesses. Scott has now got a waiting list of clients and is happy servicing and regularly contacting the client base that he has built over the last 20 plus years.

Hi my name is Luke Youd and I have had the pleasure of assisting people with their financial needs and goals through these unprecedent times. With continual experience in Centrelink, Superannuation, Tax strategies and much more I can assist people make decisions on how to navigate the times ahead.

I’m Noni the Director of Hello Wealth. My philosophy has always been experience, genuine compassion and a service-centred approach – which I feel is needed now more than ever. I am backed by 17 years’ experience in all financial advising areas and have been nominated for the AFA Female Excellence in Advice Award.

We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management. We partner with people like you for the long term, offering a unique and personalised experience that’s tailored to your needs and financial dreams.

I created Humblebee Financial Planning to help everyday Australians to embrace and change their financial situation through education, planning, support and good old-fashioned hard work. Now more than ever we need to pull together and help each other - we have the expertise and solutions to your problems.

The Infocus network is one of the largest non-aligned advice groups in Australia who are ready to help. If you find yourself struggling as a result of Covid-19, one of the 15 advisers within their group have offered their help in a variety of ways.

Hi, my name is Luke and I’m a Financial Planner at Inovayt Wealth. I’m passionate about helping ordinary Australians navigate their way through what can often be a confusing financial landscape. These are exceptionally volatile times and I’m happy to provide guidance to anyone who needs it.

Innovus Advice Solutions is a team of financial advice and accounting professionals who can help provide clarity in these uncertain and confusing times. Strategy not Product, Advice not Options, Freedom to Choose

Hi, I’m Jo, I receive great pleasure in helping businesses and families build and protect their financial wellbeing by matching clients with the right solutions. I am dedicated to understanding their aims and working with them to achieve short- and long-term goals. I’m a problem solver by heart.

At Integrum Advice, Gina and Mark feel grateful that our role allows us the opportunity to work closely with our clients, particularly during these very interesting times. We are a boutique advice firm that is passionate about helping and supporting clients work towards achieving the financial benefits.

Over 30 advisers across Australia from IOOF have joined the cause to offer pro-bono and Covid-19 hardship advice to struggling Australians. IOOF has been helping Australians since 1846 sort out their financial affairs. We welcome IOOF as a supporter of the Together-Australia initiative

At iPlan our focus is always on our clients and their individual needs. We are passionate about maintaining strong relationships built on experience and trust. It is important that you are given personal and accurate advice about your financial situation and implement strategies that will keep you on track to achieve your goals

At Jones Louros we work closely with small to medium size businesses owners who are setting goals to achieve in their business and goals for their family. We recognise that managing money in all aspects of life is integral to living the desired lifestyle and importantly fulfilling goals.

Leda Financial Advice Limited is a Not-For-Profit Financial Planning practice, registered with the Australian Charity and Not For Profit Commission Australia (ACNC). We have a very simple mission, we want to connect with people in need and help them access high quality, professional financial advice.

Guided by a mission of ‘Investing to Improve LivesTM, Legg Mason helps investors globally achieve better financial outcomes by expanding choice across investment strategies, vehicles and investor access through independent investment managers with diverse expertise in equity, fixed income, alternative and liquidity investments.

Hi, I’m Lyle and I love helping my clients get the very best advice that is tailored to their needs. I know a lot of people are confused and nervous during these times and I aim to keep things simple and easy to understand, so my clients can make informed decisions about their future.

Hi, I’m Marisa. I run a boutique practice which enables me to give personalised attention and time to each of my clients. My passion is Sustainable Investment - but without compromise to performance. (With 20 years of investment experience, I have the knowledge to skilfully navigate this area.)

We have a simple philosophy here “we help our clients live a life in comfort and dignity, with choices about their lifestyle now and in retirement.” Manly Financial Services, have been servicing our clients for over 30 years and have successfully helped navigate them through difficulties and uncertainty on numerous occasions.

As families, businesses, and communities unite to tackle the global pandemic, we stand together. MetLife is committed to protecting the health and well-being of our clients, customers, and employees we serve. Our strength is in our solidarity. And we’re here to help you navigate this unprecedented challenge.

My name is Lynde, a Financial Planner with Mulcahy & Co. My team and I can assist you to become financially secure in the long term. Our expertise in financial markets means we can assist you with retirement planning, investing, superannuation, share broking and personal insurances.

For over 25 years, Mortgage Choice has been helping Australians with their financial needs by delivering a range of financial choices teamed with trusted expert advice.

Morgans is Australia's largest national full-service stockbroking and wealth management network with over 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories.

Hi, I’m Sonia and I am passionate about genuinely understanding my client’s position and aspirations and providing them strategies to improve their financial well-being. It can be life-changing.

Nucleus Wealth is an Australian Investment and Superannuation Fund catering to everyday people looking for the middle ground between cookie-cutter robo-advice and high-cost, bespoke financial planning. Our offering includes transparent, low-cost, ethically customised portfolios of cash, reliable bonds and blue chip global companies.

We provide personalised advice tailored to the concerns and opportunities you are facing right now, no matter what your situation looks like. We love to work with passionate and innovative individuals, and business owners who have ambitions for the future.

Hi my name is Maria. I am a financial planner at P3 Financial Planning, a boutique agency which serves a broad range of clients in Brisbane and the surrounding area. I was attracted to financial planning because not only did it provide an opportunity to apply my professional knowledge and experience but it is also very people focused.

Paramount’s clients come from various backgrounds, yet share two common traits: 1. Their goal is, at some point, to stop working for money and have their money working for them. 2. They’re willing to pay someone they know, like and trust to help them make the most of the financial resources. If that sounds like you, then you should consider joining the list of satisfied Paramount clients.

At Partners in Planning, we help small business owners , pre and post retirees with all aspects of there financial planning need. in these uncertain times creating and adhering to a thoughtfully constructed investment plan is the only way to avoid making short-sighted investment decisions.

Pinnacle is a leading Australian-based investment management firm, partnering with high performing boutique investment management businesses to provide investors with access to a wide range of quality, investment opportunities across various asset classes.

My name is Adrian Pollock and Pollock Financial Planning was established to help clients balance their finances and lifestyle, providing for living now and in the future. We pursue and value long-term relationships, and want to help families through this period of change even when a clear outcome for the future might not yet be visible.

Hi, I’m Renee and I specialise in bringing honest and transparent financial advice to each and every client. I will work with you to find out what is important to you and help deliver strategies to meet your needs and preferences.

Michael Hancock, owner Proactiv Financial Solutions strives to provide the best solution for each individual client, through advice development tailored to meet each client's individual needs by encompassing both financial planning and debt management and provides regular reviews to ensure you stay on track to reach your financial goals.

Hi I’m Thabojan Rasiah, Founder and Principal Adviser of Rasiah Private Wealth Management. Our different approach places a very deliberate focus on values and purpose… and we firmly believe that when we focus on these elements, our clients achieve far better outcomes that ensure they live the lives they want.

At Rising Tide, we believe that a coordinated view of your financial provides the best outcomes. We specialize in helping you to understand your goals, align your investments to make sure they are congruent with your plan & then make sure you have a ‘plan B’ you can depend on in place.

Hi, my name is Lucas and I know that during times of crisis is when people need help the most, and avoiding mistakes can be critical to your long term future. My clients are from all walks of life including people who are directly impacted by the current restrictions, and also those who never did like going outside much anyway.

At Roe Financial our team of advisors work with, Individuals and small to medium businesses. We spend time to deeply understand your important goals in life and business, clearly identifying the complexities and issues that you face, that are preventing or slowing you from achieving those significant goals.

Hi, I’m Ron from RP Wealth Management and I love working with Australians to secure their financial future in these volatile times. Now is the time to ensure you and your family have a Plan B that is documented and works for you to help you invest in and protect your future.

Russell Investments is a leading global investment solutions partner, dedicated to improving people’s financial security. With over 80 years investment experience globally, they currently manage over $424 billion on behalf of many of the largest global investors and individuals around the world.

Hi, I am Paul and our approach at R&R Wealth Solutions is to simplify your financial decisions and empower you to make the best choices available. By helping with the Together Australia initiative our aim is to highlight the value of advice, ensure you get the right information and not misinformation when making decisions about your finances

Strivers are a Tribe of businesses who believe in the future of the profession and are committed to it by demonstrating that they will invest in and grow fantastic people. At Striver, we identify, support and mentor a community of 3,400+ students and graduates to be the next generation of financial planners - these are our Strivers.

Hi, I am Yun providing tailored financial planning advice to migrant professionals. Many of us are experiencing anxiety and panic due to the recent health crisis and market volatility. The awareness of your priorities, values, and how to connect with money is vitally important in such challenging times.

Synergy Private Wealth is a strategic advice business, purpose-built for life enrichment. Our goal is to earn your trust, until you’re comfortable talking to us about your hopes and dreams. Once we understand these, we’ll provide guidance to get well organised. And when life changes – as it always does, we’ll be there, helping you adapt to new developments, making any transitions as stress fee as possible.

Hi, I’m Jonathon from Sandringham Wealth and I get a real buzz from helping people make smart decisions with their money. What does good advice look like? What starts as uncertainty, frowns and folded arms, ends with relaxed shoulders and smiles.

Shaw and Partners is one of Australia’s preeminent investment and wealth management firms. At Shaw and Partners we offer tailored advice and investment solutions, financial planning and corporate advisory services. We act for and on behalf of individuals, institutions, corporates and charities.

We are a boutique financial planning business that specialises in helping clients become financially independent sooner. Our services include advice, implementation and ongoing management of all your financial needs.

I have 18 years’ experience in the financial services industry, including holding senior management positions for various high-profile financial institutions within the financial planning and mortgage industry. My passion is meeting and building relationships with clients to help guide them.

SMI is a family based practice, owned and run by Chris and Rebecca. We enjoy helping families like ours through all stages of their financial journey, but especially at this worrying and challenging time. We understand that financial matters can be daunting and hope to make things easier for you to understand.

Imagine being able to make confident financial decisions and having clarity around where you’re heading financially. With over 15 years of experience, I know where to channel your focus and where the biggest returns on your investment will come from.

We provide honest, transparent and ethical financial advice. We are dedicated to you in achieving strategies and solutions that will give you absolute peace of mind in knowing that you are looked after.

At The Hopkins Group we speak to people from all walks of life every day, but what our clients have in common is a desire to make the most out of their financial situation so they can focus on the things that matter most and life live to the fullest.

I am a life insurance expert with over 28 years-experience. I’m all about my clients having seen the super positive effect for clients who claim on life, income, trauma and total & permanent disablement (TPD) insurance. I provide a comprehensive summary of all this and am happy in the knowledge that people are educated as to what they have.

Vanguard is one of the world's largest investment companies, offering a large selection of low-cost managed funds, ETFs and related services. Whether you are an individual investor or a financial professional, or you represent a corporate or institutional investor, you can benefit from our expertise, stability, and reliable investment approach.

I am Katrina Robbins and I have accumulated over 30 years of knowledge, ongoing education and valuable experience looking after clients just like you. I am passionate about client value and accountability providing a holistic and personal approach.

With his dynamic and friendly team at Yellow Brick Road Coburg, Andrew knows that everyone has specific financial needs & circumstances. By taking the time to listen to your unique story, Andrew helps you achieve your personal financial goals - building long-term financial partnerships to make a genuine difference.

The team at Your Wealth Consultants is dedicated to helping our clients achieve their lifestyle goals by coaching and educating them to make smart decisions about their finances. Whether you are just starting out or counting down to retirement and beyond, we have specific services tailored to your stage in life.

At Zebra, we genuinely believe each client is unique, and should be treated as such. You will find at Zebra that every piece of advice is uniquely tailored for you. We want to know about you, not just about your money! The more we know about you, the more confident we are that our advice will be of great benefit.

Plan for the future with Zurich’s investments, superannuation and retirement plans. Choose Zurich to protect the people and things they love because they value our knowledge, expertise and financial stability.