Your wealth management ally

About Us

Allied Wealth was founded out of our frustration with the status quo in the wealth industry. 

We have found that financial advice is best delivered in boutique organisations, as when management don’t interact with clients, their decision making process shifts from the best interest of the client to increasing the profit of the business.

Our name was chosen to ensure that we will always be your wealth management ally.  


By design, we only work with a relatively small number of clients so we can devote a significant amount of time and attention to our relationship with you.  Maintaining an in-depth knowledge of you, your family, your values and your financial environment is a big part of our service.

It allows us to be highly responsive and effective for you when you most need it. 

 

Services

A selection of our services include:

Investment Portfolio Management
Superannuation and Retirement Planning  
Structuring and Tax Planning
Cashflow
Management
Personal
Insurance Advice

Investment Philosophy

Our preferred investment solution centres around a discretionary, proactive and individually managed investment approach for your personal situation. This provides controllable alpha for your investments through liquidity, implementation, asset allocation, transparency, remodelling and tax decisions.

 

At Allied Wealth we believe that being active with the asset allocation in a portfolio is the most important driver of returns and importantly protecting capital.

Contact Us

Christopher Rae

Managing Director & Principal Financial Adviser

       02 9062 3230

       0419 899 869

       chris@alliedwealth.com.au

       Suite 2, Level 10 / 56 Pitt Street SYDNEY  NSW  2000

GPO Box 5290  SYDNEY  NSW  2001

© Allied Wealth Pty Ltd

 

Privacy Policy | Financial Services Guide 

The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own professional advice before making any decision in relation to your particular requirements or circumstances.  

 

Allied Wealth Pty Ltd is a Corporate Authorised Representative of Synchron for financial planning services, AFS Licence No. 243313.