Anthony Poole has been recognised by Financial Standard as one of the most Influential Financial Advisors in Australia 2024 & 2023.
About Us
Over 20 years of trusted financial guidance.
Poole Advisory has over 20 years of experience providing personalised financial advice to families, businesses, and high net wealth individuals.
Our approach is to evaluate your current financial situation and collaborate with you to define financial strategies that are meaningful and achievable to allow you to live a life of prosperity.
Because we believe that the smartest financial move you can make is one that gives you back your time to enjoy what matters most. Plan well. Live more.
Located in Sydney and Bowral, our team of expert financial advisers are ready to help you pursue financial freedom.
Understanding you, your relationship with money, your challenges and your aspirations, is key to building a great financial plan. We will take the time to understand what drives you and what strategies you are comfortable with.
Step 2
We demystify financial planning and make it simple.
Navigating through all the financial concepts and misinformation can be very daunting. We will help you to narrow down the endless options and devise the right strategy for you.
Step 3
A goal without a plan is only a dream.
We will provide you with a map on how to get to where you want to be and measure your progress through regular reviews. Poole Advisory is here to help you get a clear view of your money, so you can confidently plan for the future; freeing up time to enjoy the life you’ve work hard to build.
Testimonials
Real conversations. Real outcomes.
Why Choose Poole Advisory?
Poole Advisory are more than Financial Planners.
We’re Wealth Partners.
Our Goal
Our goal is to build a financial future for you and your family. We work with you to understand your current circumstances and provide a holistically developed wealth plan to help you achieve financial prosperity. Plan well. Live more.
Our Focus
Our focus is on giving you back time and peace of mind, with strategies designed to protect and grow your wealth for the future.
Our Clients
Our clients love that we make things simple, provide clarity on the path ahead, and empower them to take action towards financial freedom today.
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