Retirement marks a significant life milestone, and Allied Wealth is your partner in crafting a secure and fulfilling retirement plan!
Achieving early retirement hinges on making informed decisions regarding your finances and investments. With the assistance of our experienced independent financial advisors, you can navigate the complexities of retirement planning with confidence.
We provide personalised financial advice tailored to your unique situation, guiding you through early retirement strategies that maximise your savings, minimise tax liabilities, and ensure a financially secure future.
Achieving your retirement goals in Australia is an exciting time, and Allied Wealth is here to guide you every step of the way. Contact our experienced financial advisors to explore early retirement strategies, secure your financial independence, and embark on a fulfilling retirement journey.
Founding Director and Principal Financial Advisor
Chris Rae has been working in the financial services industry for over 22 years and established Allied Wealth in 2020 to provide his clients with tailored unbiased financial advice.
Chris is a former director of the Profession of Independent Financial Advisers and has extensive experience in running boutique financial planning offices
CFP®, BSc, Dip FP
Director and Principal Financial Advisor
Greg Barter has been working as an advisor in the financial services industry for over 23 years and joined Allied Wealth in 2022 to pursue his desire to provide independent boutique financial planning advice.
Greg has over eight years expertise in key investment decisions, serving as a voting member on the investment committee for one of Australia’s largest managed discretionary accounts. His clients are a combination of individuals, not-for-profit and corporations. In addition to being a principal advisor for Allied Wealth he also Chairs the Allied Wealth Investment and Asset Allocation Committee.
CFP®, MAppFin, Bcom
Director and Principal Financial Advisor
Jessica Brizuela has been working in the financial services industry for over 17 years and joined Allied Wealth in 2022 to focus on delivering unbiased advice to clients, where product conflict is not part of the advice process. Jessica believes that clients deserve to receive genuine independent advice as it builds a stronger long-term relationship with her clients.
BSc, MAppFin, CFP®
Principal Financial Advisor
David O’Hara commenced working as a financial advisor in 1997. With over 25 years of experience and a strong educational foundation, David has joined Allied Wealth in 2023 to be able to provide clients with independent financial advice.
The financial advisor at Allied Wealth has been my financial advisor for a considerable period of time. I have always much appreciated their ability to understand my evolving financial requirements, their relevant advice and ability to translate the information given into well-researched and appropriately flexible solutions.
We have dealt with Allied Wealth for several years and always found their financial advisor to be totally professional in all our dealings. Their follow-up on required information is immediate. We would recommend Allied Wealth to our family and friends
Our introduction to Allied Wealth has proven to be a successful decision for our future lifestyle. The prompt response and service provided by Allied Wealth has given us the confidence in our fund investments.
We would highly recommend the team at Allied Wealth. We have known one of their advisors for over 20 years and our recommendation is based on their management of our portfolio, and the relationship we enjoy with the advisor as our financial advisor from Allied Wealth.
We chose Allied Wealth because they are INDEPENDENT FINANCIAL ADVISORS. We chose an advisor from Allied Wealth because they have vast experience as financial advisors and communicate exceptionally with us, their clients.
As a person with only basic knowledge of the financial sector, I have been grateful over the years for the unfailingly timely and professional advice provided by the team at Allied Wealth. In particular, I have appreciated the personal touch which a small but highly professional financial advice firm like Allied Wealth can bring to the relationship.
Financial advisors certainly walk with us through our challenging transitions - growing families, retirement and ageing, widowhood. In our case, the uncertainty of cancer has been the most challenging transition. So many what ifs. I thank my surgeon and oncologist for my life but I thank the financial advisor from Allied Wealth for easing our financial anxieties and helping us make decisions. The advisor held steady when everything else was rocky - or burnt.
Allied Wealth became my personal superannuation financial advisor. I cannot speak highly enough of them. Professional, knowledgeable, explanatory of circumstances, issues and concepts. They guided me and my financial situation though all the ups and downs of these past 8 years.
Allied Wealth takes the time to understand my specific needs and goals, and then creates a personalized plan that is tailored to my individual situation. They are also great at explaining complex financial concepts in a way that is easy to understand, which is something I really appreciate.
Allied Wealth has advised me for over 5 years. They have helped me structure my superannuation and other affairs tax efficiently while ensuring my estate planning met my objectives. They found low fee investments which achieve good returns.
I’ve been working with Allied Wealth since 2020. Allied Wealth’s ability to be completely independent and provide advice in my best interests (rather than their own) whilst working in tandem with my other advisers has resulted in an outcome that I’m very happy with.
We are excited to be working with Allied Wealth as it ensures our continued partnership with a trusted team. The team at Allied Wealth has managed our affairs for many years and we have been extremely happy with their expert and dedicated service at all times.