Angel Advisory

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Angel Advisory We bring experience, energy and passion to building your wealth through strategy, advice & management

linktr.ee/angeladvisory.aus Wealth is personal.

Wealth is about more than just money. It is family, friends, experiences, achievement, adventure, security, hope, legacy, love, promise and so much more. At Angel Advisory we make your wealth, our priority. Helping you build it through strategy, advice and management, while you focus on what matters most to you. We do financial advice differently to most. We aim to be more than just your advisor. We bring experience, energy and passion. We educate, guide and advise you. But above else, we invest in you, in building a relationship that is built on trust, understanding and of course results. To discuss what wealth looks like for you and explore how we can help you build it, call us on 0423 848 608 or email [email protected]





Please note. The information we share on LinkedIn is for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the content. You should always obtain professional advice to ensure products and strategies are suitable for your circumstances.

Big news for Angel Advisory! ๐ŸŽ‰ Our Director, Stefan Angelini , has been named a finalist for Practice Principal of the Y...
16/10/2026

Big news for Angel Advisory! ๐ŸŽ‰

Our Director, Stefan Angelini , has been named a finalist for Practice Principal of the Year at the 2026 ifa Excellence Awards.

Weโ€™re proud to see Stefan recognised for his leadership and the work he puts into building a business focused on great advice, strong client relationships and a team that genuinely cares about what they do.

Congratulations, Stefan! From all of us at Angel Advisory, weโ€™re behind you all the way.

Apparently, weโ€™re such great employers that we even allow our staff to eat lunch. ๐Ÿ˜‚๐Ÿœ Sometimes even at the table, with c...
16/10/2026

Apparently, weโ€™re such great employers that we even allow our staff to eat lunch. ๐Ÿ˜‚๐Ÿœ Sometimes even at the table, with chopsticks and everything.

Jokes aside, weโ€™re pretty proud to be nominated for Best Financial Advice Employer of the Year at the 2026 ifa Excellence Awards!

Good people, good food, and a team that genuinely enjoys working together. We reckon thatโ€™s a pretty good recipe for a great workplace. ๐Ÿ™Œ

Thanks to our team for making Angel Advisory a great place to work. Now, back to lunch! ๐Ÿ˜Ž

Did your portfolio feel the squeeze in September? ๐Ÿ‘€Swipe to see what moved: oil, gold, bonds, the RBA and where the brig...
15/10/2026

Did your portfolio feel the squeeze in September? ๐Ÿ‘€

Swipe to see what moved: oil, gold, bonds, the RBA and where the bright spots were.

Want to know what it means for your plan? Link in bio.

General information only. Speak with a financial adviser before making investment decisions.

Where do most Australians want to grow older? At home, surrounded by the familiar.The new Support at Home system (eight ...
12/10/2026

Where do most Australians want to grow older? At home, surrounded by the familiar.

The new Support at Home system (eight funding classifications, up from four) makes that more achievable, but it comes with real costs and planning decisions.

We break it all down, from contribution rates to lifetime caps, so nothing catches you off guard.

Read the full article at angeladvisory.com.au, link in bio.

General information only. Speak with a financial adviser before making investment decisions.

Have you updated your estate plan since your family changed?A new relationship, remarriage, or a blended family can comp...
04/10/2026

Have you updated your estate plan since your family changed?

A new relationship, remarriage, or a blended family can completely change how your estate should be structured.

Many people believe a will is enough. Unfortunately, that's not always the case. With the right planning, you can help protect your partner, your children, and reduce the risk of future family disputes.

Read the full article, link in bio.

Share this with someone who should review their estate plan.

As an Advisor, we sometimes get rolled out in a Beauty Pageant for some of our larger clients, when they're looking for ...
30/09/2026

As an Advisor, we sometimes get rolled out in a Beauty Pageant for some of our larger clients, when they're looking for the right partner. Knowing we were the prettiest among the choice of 5 advisory firms makes us prouder than winning the Ms Universe contest.

Full client testimonial below...

A house that cost 4 times the average income in 1975 now costs 12 times the average income. Sit with that for a second.T...
28/09/2026

A house that cost 4 times the average income in 1975 now costs 12 times the average income. Sit with that for a second.

That's not a generation being less disciplined with money. That's a system that's shifted, and it means most families now need some kind of plan to help the next generation get a foot on the ladder.

We've put together a guide covering 16 real strategies parents are using, from simple gifts and loans, through to using home equity as a guarantee, offset accounts, and government schemes like the First Home Super Saver Scheme.
It's written plainly, the trade-offs are laid out honestly, and it's there to help start the conversation, whichever side of it you're on.

Tag a parent or adult child who needs to see this, then grab the full guide at angeladvisory.com.au

General information only. Speak with a financial adviser before making investment decisions.

Why does nobody talk about annuities anymore? Honestly, that should worry you.They can guarantee income for life and pro...
27/09/2026

Why does nobody talk about annuities anymore? Honestly, that should worry you.

They can guarantee income for life and protect your savings from inflation, the two things keeping most retirees up at night. Our new guide covers 16 things worth knowing before you write them off.

General information only. Speak with a financial adviser before making investment decisions.

Tag someone who's retiring soon, link in bio.

We didn't say this... a client did >>> "๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ'๐ซ๐ž ๐ฅ๐จ๐จ๐ค๐ข๐ง๐  ๐Ÿ๐จ๐ซ ๐š ๐ค๐ง๐จ๐ฐ๐ฅ๐ž๐๐ ๐ž๐š๐›๐ฅ๐ž, ๐š๐ฉ๐ฉ๐ซ๐จ๐š๐œ๐ก๐š๐›๐ฅ๐ž, ๐š๐ง๐ ๐ ๐ž๐ง๐ฎ๐ข๐ง๐ž๐ฅ๐ฒ ๐œ๐š๐ซ๐ข๐ง๐  ๐Ÿ๐ข๐ง๐š๐ง๐œ...
22/09/2026

We didn't say this... a client did >>> "๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ'๐ซ๐ž ๐ฅ๐จ๐จ๐ค๐ข๐ง๐  ๐Ÿ๐จ๐ซ ๐š ๐ค๐ง๐จ๐ฐ๐ฅ๐ž๐๐ ๐ž๐š๐›๐ฅ๐ž, ๐š๐ฉ๐ฉ๐ซ๐จ๐š๐œ๐ก๐š๐›๐ฅ๐ž, ๐š๐ง๐ ๐ ๐ž๐ง๐ฎ๐ข๐ง๐ž๐ฅ๐ฒ ๐œ๐š๐ซ๐ข๐ง๐  ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐š๐๐ฏ๐ข๐ฌ๐จ๐ซ, ๐ˆ ๐ก๐ข๐ ๐ก๐ฅ๐ฒ ๐ซ๐ž๐œ๐จ๐ฆ๐ฆ๐ž๐ง๐ ๐ญ๐ก๐ž๐ฆ!"

Does one of you have a much bigger super balance than the other?It is common in Australian couples, and it is not a sign...
20/09/2026

Does one of you have a much bigger super balance than the other?

It is common in Australian couples, and it is not a sign anything has gone wrong. It usually comes down to differences in earnings, time out of the workforce, or career changes.

The real question is what to do about it. For many couples, having two more evenly balanced super accounts leads to a better retirement outcome than one big account carrying the load.

There are several ways to build balance, including contribution splitting, spouse contributions, and the government co-contribution (which can turn a $1,000 contribution into an extra $500 from the government).

Swipe into the full article to see which strategy might suit your household.
General information only. Speak with a financial adviser before making investment decisions.

Link in bio to read more.

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+61390871015

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