About us

Your ally in wealth management

Who we are

Given the issues that the financial planning industry has faced with royal commissions, conflicts of interest and general self-interest we believe that in order to move from an industry to a profession that advice providers need to hold themselves to a higher standard than the minimum standards within legislation.
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Our core principles

After 20 years as financial advisors in various organisations, we realised that financial planning needed a more ethical and independent approach than what larger institutions provide. It is the reason we founded Allied Wealth: an independent high-touch boutique advisory team for your finances.
Plan today. Secure tomorrow is our mantra. We recommend the right investments to protectyour capital and maximise your future return. We believe in a proactive, discretionary, and personalised asset allocation approach.

Each member of Allied Wealth is a senior advisor and business owner working with a small number of clients so we can devote a significant amount of time and attention to the relationship.  Maintaining an in-depth knowledge of our clients, their family, values and financial environment is a big part of our service. It allows us to be highly responsive and effective for clients when they need it

The three principal financial advisors have over 60 years of combined experience in looking after clients and their needs. Our expertise allows you to benefit from ongoing advice at a transparent flat fee with no extra cost or commissions.

Meet the team

Our Investment Approach

Allied Wealth uses a centralised asset allocation and investment committee approach. This means that all investment decisions are considered centrally by the Allied Wealth investment committee and implemented across the entire client base (unless individual circumstances override the change). This provides the discipline and robust process that clients expect when we are dealing with their assets.
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Office locations

Sydney CBD
Manly
Cronulla
Coledale
Berry
Parramatta
Picton

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contact@alliedwealth.com.au
02 9062 3230
Suite 6, Level 12, 14 Martin Place Sydney NSW 2000
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contact@alliedwealth.com.au
02 9062 3230
44 & 46, The Barracks Precinct, North Head Sanctuary, Manly NSW 2095
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contact@alliedwealth.com.au
02 9062 3230
Unit 5, Level 1, 2-6 Kingsway
Cronulla NSW 2230
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contact@alliedwealth.com.au
02 9062 3230
741 Lawrence Hargrave Dr, Coledale NSW 2515
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contact@alliedwealth.com.au
02 9062 3230
1/70 Albert St, Berry NSW 2535
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contact@alliedwealth.com.au
02 9062 3230
3/96 Phillip Street, Parramatta NSW 2150
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contact@alliedwealth.com.au
02 9062 3230
26 Menangle St Picton NSW 2571
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Testimonials

Frequently asked questions

Independent financial advice is advice that is unbiased, has no conflicts or other relationships that may impact providing financial advice services to you.
No, there are approximately 16,000 financial advisers in Australia with less than 100 classified as Independent Financial Advisers
An Independent financial adviser isn’t beholden to any other larger institutions or fund managers, they run their own business and they are not influenced in any way to push a particular product or platform.A non-independent financial adviser is generally employed by a large industry player with a large number of advisers operating under a dealers licence. They also have a limited product range, and those advisers are either required or encouraged to use that product range for the clients that they see. This is quite common as the licensee receives commissions and/or kick-backs from the products that the adviser recommends.
The use of the word ‘Independent’ is enshrined within the Corporations Act and says that financial advisers can only use this term if they meet the following standards:• Must not receive commissions from a product issuer • Must not charge forms of remuneration calculated on the volume of business (a legal way of saying ‘don’t charge percentage-based fees’) • Must not accept gifts from a product issuer that might influence them • Must not have any additional product restrictions imposed on them by their AFSL (another legal way of saying you can’t have a restricted list of investments that you advise on) • Must not have any association with either a financial product or a financial product issuer.
The recent royal commission into the banking system has highlighted that the financial planning industry is littered with conflicts of interest and general self-interest. We believe financial advice providers should hold themselves to a higher standard that the minimum standards within legislation. Consumers have the right to know if the financial advice they receive is truly independent or whether it’s been influenced by other factors. Knowing this information may affect the choice of a financial product.
All three Principal Financial Advisers Chris Rae, Greg Barter and Jess Brizuela are equal shareholders and directors of Allied Wealth.
We are an Independent Financial Advice provider and have no conflicts or other relationships that may impact our Independence in providing financial advice.
We typically charge a fixed fee for twelve months service, charged in monthly instalments and is the only remuneration we receive. Our minimum fee for a twelve-month agreement is charged at $550 per month (inclusive of GST) and is generally tax deductible. Please note that your individual circumstances derive the fixed fee.
Our fixed fee will include the cost of preparing advice for you so there will be no additional charges once you have engaged us for a twelve-month period.
No, given we do not charge asset-based fees, there is no minimum amount required to engage our services.
Yes, we mostly engage our clients on holistic basis to ensure a more comprehensive service.
Yes, as part of discussing your preferred investment style, we will offer an ethical screening option.

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We would love to help everyone. However, based on our highly personalised approach, our clients are generally: high income earners, pre-retirees, self-funded retirees, business owners and people with lump sums or large savings.

If you are a Corporation or Not-for-profit, please click here.
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