Poole Advisory

Poole Advisory Financial Planning
Wealth Management
Superannuation
Self Managed Superannuation
Estate Planning

A collaborative approach to personal, tailored financial advice to reach your goal of a life of fulfilment. Putting together the right strategy is crucial to achieving your goals to facilitate a life of fulfilment. Talk to Poole Advisory regarding one or all of our specialist offerings:

PLANNING
Putting together the right strategy is crucial to achieving your goals to facilitate a life of fulfilm

ent. Let us guide you in getting set up to achieve your short, medium and long-term goals on your journey to financial inner peace. Our mission is to work with you to help you realise your goals and put together a roadmap to where you would like to end up financially. PROTECTION
While growing wealth is what you may consider to be your main financial goal, protecting what you have built is a crucial aspect of our core business. Our wealth protection advice gives you peace of mind; that if something unforeseen should occur, you and your family are covered for whatever life may throw at you. Leaving the topic of insurance until the unthinkable happens can severely impact you and your family. PROSPERITY
With over 15 years of experience, our team has a proven track record in helping clients grow their wealth and achieve their goals. Opportunities are everywhere, it is about doing your homework and choosing wisely. Making the right decision today can have a significant impact on your future. Our job is to understand your appetite for risk and to match you with appropriate investment opportunities and structure so that you can grow your wealth effectively. We will keep you focussed on the end goals so that you can continue to maintain a disciplined approach and reap the rewards.

Wealth creation is often misunderstood as picking the right investment at the right time. In reality, it’s far less abou...
19/05/2026

Wealth creation is often misunderstood as picking the right investment at the right time.

In reality, it’s far less about timing and far more about structure, consistency and clarity.

The most effective strategies are built over time. They bring together income, savings, superannuation and investments in a way that works together, not in isolation.

It’s about making deliberate decisions. How much you’re investing. Where those investments sit. How they’re taxed. And how they support your longer-term goals.

When these elements are aligned, wealth creation becomes less reactive and more intentional.

At Poole Advisory, we help clients take a structured approach to building wealth so they can move forward with confidence, not guesswork.

Plan well. Live more.

Insurance is one of the most searched financial topics online right now.Questions like:• How much cover do I need?• Is i...
17/05/2026

Insurance is one of the most searched financial topics online right now.

Questions like:
• How much cover do I need?
• Is income protection worth it?
• What does TPD actually cover?

The challenge is that while the questions seem simple, the answers are highly personal.

Insurance is not about having more cover. It is about having the right structure in place to protect your financial position if something unexpected happens.

In our latest blog, we break down:
🔹 Life insurance
🔹 Income protection
🔹 TPD cover
🔹 Insurance inside vs outside super

Read the full article here: https://www.pooleadvisory.com.au/financial-advice/insurance-and-wealth-protection-what-you-actually-need-and-what-matters-most

Federal Budget: How could the proposals impact you and your finances? Here are the top talking points laid out in last n...
13/05/2026

Federal Budget: How could the proposals impact you and your finances? Here are the top talking points laid out in last night's budget.
Many of these measures still need to be passed into law before they take effect. In some cases, the final detail (including eligibility, thresholds and start dates) may change.
We can help you understand what’s relevant to your situation and what actions (if any) are worth considering.
Let's have a chat. Plan well. Live more.

Retirement isn’t just about reaching a number. It’s about understanding what life looks like once you get there. For man...
12/05/2026

Retirement isn’t just about reaching a number. It’s about understanding what life looks like once you get there.

For many people, that picture is still unclear. There’s a general sense of wanting more time, more flexibility, and less pressure, but not always a clear plan to support it.

That’s where clarity matters. When you understand how your income will be generated, how your super and investments will work together, and what your lifestyle actually requires, retirement becomes something you can move towards with confidence.

At Poole Advisory, we work with clients to bring structure to that next stage of life. Not just to answer when you can retire, but to help define how you want to live when you do.

The Reserve Bank has increased the cash rate by a further 0.25%, taking it to 4.35%.The underlying story remains consist...
05/05/2026

The Reserve Bank has increased the cash rate by a further 0.25%, taking it to 4.35%.

The underlying story remains consistent.

Inflation is proving more persistent than expected.

While there were signs of easing through parts of last year, recent data suggests price pressures are still sitting above the RBA’s comfort zone. A resilient labour market, steady consumer demand and ongoing global uncertainty are all contributing to that outlook.

What’s becoming clearer is the tone.

This is less about a one-off move, and more about the RBA reinforcing its position that inflation needs to be brought under control, even if that means keeping rates higher for longer.

For households and investors, it adds another layer to decision-making.

Borrowing costs remain elevated.
Asset prices may face continued pressure.
And the timing of any rate cuts becomes less certain.

As always, the focus shouldn’t just be on the rate itself, but what it means for your broader strategy.

Short-term movements matter.
But long-term decisions matter more.

If you’re reassessing your position in the current environment, it can be helpful to step back and look at how everything fits together. We’re always here to help you make sense of it.

As we approach the end of the financial year, now is the time to take stock of where things stand. For many, it’s a chan...
05/05/2026

As we approach the end of the financial year, now is the time to take stock of where things stand.

For many, it’s a chance to review what’s working, what could be improved, and whether your financial position is set up as efficiently as it could be.

This might include:

🔹 reviewing your super contributions and opportunities
🔹 assessing your investment position
🔹 considering tax planning strategies
🔹 ensuring your overall structure still aligns with your goals

EOFY doesn’t need to be a rush. With the right planning, it becomes an opportunity to reset and move forward with clarity.

If you’d like support getting everything in order before tax time, now is a good time to start the conversation.

Plan well. Live more.

Many people work with an accountant or mortgage broker, but aren’t always sure where a financial adviser fits in. Each p...
16/04/2026

Many people work with an accountant or mortgage broker, but aren’t always sure where a financial adviser fits in.

Each plays an important role. The key difference is that a financial adviser looks at the bigger picture of your financial life.

5 quick facts:

🔹 Accountants focus on tax compliance and financial reporting.
🔹 Mortgage brokers help arrange and structure lending.
🔹 Financial advisers help you build a long-term financial strategy.
🔹 Advisers look across your super, investments, insurance, cash flow and retirement planning.
🔹 The goal is simple. Create a plan that supports the life you want to live.

At Poole Advisory, we often work alongside accountants, mortgage brokers and other professionals to ensure every part of your financial world is aligned.

Because when your strategy is clear, it becomes much easier to plan well and live more.

Most financial decisions feel urgent.Markets move. Headlines follow. And before long, decisions are being made in respon...
15/04/2026

Most financial decisions feel urgent.

Markets move. Headlines follow. And before long, decisions are being made in response.

It creates the impression that good outcomes come from timing the right moment.
In reality, they rarely do.

Strong financial outcomes are built on structure. A plan that holds, even when conditions change.

One that connects your cash flow, investments and long-term goals into something consistent.
In our latest blog, we unpack a different way to think about financial planning. Less about reacting, more about preparing: https://www.pooleadvisory.com.au/financial-advice/plan-well-live-more

Because the goal isn’t to constantly manage your money.

It’s to build a position where it quietly supports the life you want to live.

“Can I afford to buy?”It’s one of the most common financial questions in Australia right now.And usually, it’s asked wit...
08/04/2026

“Can I afford to buy?”

It’s one of the most common financial questions in Australia right now.

And usually, it’s asked with urgency. A contract, a rate change, a decision that suddenly feels real.

So people turn to quick answers.
Borrowing calculators.
Rate comparisons.
AI summaries.

But here’s the problem.

Borrowing capacity isn’t a strategy.

Just because a lender will give you a number doesn’t mean it’s the right number for your life, your plans, or your future flexibility.

In our latest blog, we unpack what people are really asking when it comes to property, and why affordability is less about what you can do, and more about what you can sustain: https://www.pooleadvisory.com.au/financial-advice/can-you-afford-to-buy-and-should-you

Because the best property decisions aren’t made in isolation. They’re built as part of a broader plan.

Address

Level 1, 60 Martin Place
Sydney, NSW
2000

Website

Alerts

Be the first to know and let us send you an email when Poole Advisory posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Poole Advisory:

Shortcuts

Share

Category