Exceptional Financial Advice – Bowral

Poole Advisory is a personal financial advisor in Bowral with over 20 years of experience!

Exceptional Financial Advice – Bowral

Poole Advisory is a personal financial advisor in Bowral with over 20 years of experience!

At Poole Advisory Bowral, we have experience working with families, businesses and high-net worth individuals, offering a collaborative approach to financial advice. 


Our boutique finance advisory firm in Bowral provides a range of financial services to help you get your financials under control and live the life you deserve. 

We achieve this by working together with our clients to pull together the right strategic financial plan, by securing your financial future with protection options, and helping you and your loved ones to prosper. 

Working with Poole Advisory Bowral

Our top priority as financial advisors is to secure your financial future. 

To do this, our team will first take the time to understand who you are as an individual and your personal goals, what your immediate financial needs are now and what your long-term financial needs might be, and pathways forward to start achieving financial freedom. 

Financial planning advice should offer understanding, simplicity and clarity, and that is Poole Advisory’s goal with every financial plan we create. 

Poole Advisory Financial Services in Bowral

Wealth Creation + Investment Advice

Working with our investment advisors will start you on the path to financial freedom. We can work with you to help you understand your investment style, different strategies and find the best investment options for you.

Superannuation + SMSF Advice

Superannuation is a foundation for retirement, so it’s important to ensure you are engaging the best superannuation option for you – whether that’s a fund with high-growth portfolios or a self-managed super fund.

We want to ensure that the super fund you’re using works best for you now and into the future. Don’t wait or play it safe, take action on your superannuation today. 

Insurance Advice + Wealth Protection

Wealth management advice involves not only strategies for wealth creation, but also wealth protection. 

Retirement Planning

Whether you are looking to retire now, in the future or you’re looking at early retirement, knowing the lifestyle you want and how to achieve it is a top priority.

In planning your transition to retirement, we will work with you to understand your retirement goals and develop a robust financial plan to support them. You never know what is going to happen, but you can have peace of mind knowing that you are prepared to financially handle whatever the future holds.  

Estate Planning

Estate planning is about more than protecting your assets and ensuring their distribution, it is also a way for you to help your family through an emotionally difficult and logistically complex time.

With a solid plan for your estate, you can ensure your family’s continued financial security. Don’t let fate decide what happens to your estate – work with our experienced financial advisors to create an estate plan that respects your loved ones and decades of hard work. 

Cashflow Management

Do you know the ins and outs of your personal cashflow? Have you ever found yourself wondering where your money is going? Managing your personal finances requires a business-like approach.

In fact, proper cashflow management will form the foundation of your financial well-being now and into the future. Find out how you can enjoy your life today and still prepare for the future by improving your cashflow.  

Business Planning

Set your business up for long-term financial success. Together we can determine the best path forward to ensure your business is meeting its financial goals, your business and investments are appropriately protected, and you have practical and actionable financial planning that supports your personal and business goals.  

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Contact Poole Advisory Financial Advisors Bowral

Use the form provided and we’ll respond as soon as we can. Alternatively, you can contact us here: 

Bowral Office:

Shop 25B, Level 1, 310-312 

Bong Bong Street, Bowral, NSW 2576 

PO Box 306, Bowral, NSW 2576