Poole Advisory - Bowral, New South Wales

Address: Shop 25B Level 1/310 - 312 Bong Bong St, Bowral NSW 2576, Australia.
Phone: 290635978.
Website: pooleadvisory.com.au
Specialties: Financial consultant, Financial institution, Investment service, Superannuation consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.
Opinions: This company has 27 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Poole Advisory

Poole Advisory Shop 25B Level 1/310 - 312 Bong Bong St, Bowral NSW 2576, Australia

☎️290635978

⏰ Open Hours of Poole Advisory

Monday: 8:30 am–6 pm
Tuesday: 8:30 am–6 pm
Wednesday: 8:30 am–6 pm
Thursday: 8:30 am–6 pm
Friday: 8:30 am–6 pm
Saturday: Closed
Sunday: Closed

Poole Advisory: A Comprehensive Financial Solution

For individuals and families seeking expert financial advice and comprehensive investment services, Poole Advisory stands as a trusted and respected firm. Located in the heart of Bowral, New South Wales, Australia, Poole Advisory offers a personalized approach to wealth management, combining decades of experience with a commitment to client satisfaction. The firmâs dedication to providing tailored solutions has earned it a stellar reputation within the community and beyond.

About Poole Advisory

Poole Advisory is a well-established financial consultant firm specializing in a wide range of services, including superannuation consulting, investment management, and overall financial planning. They operate with a client-centric philosophy, prioritizing the unique needs and goals of each individual. The team at Poole Advisory boasts a deep understanding of the Australian financial landscape, allowing them to navigate complex regulations and market trends with confidence. Their core mission is to empower clients to make informed decisions about their financial future, ensuring they achieve their long-term objectives.

Location and Contact Information

Address: Shop 25B Level 1/310 - 312 Bong Bong St, Bowral NSW 2576, Australia.

Phone: 290635978

Website: pooleadvisory.com.au

Specialties and Services

Financial Consulting: Poole Advisory provides expert guidance on a broad spectrum of financial matters, including retirement planning, estate planning, and tax optimization.
Financial Institution Relationships: They maintain strong relationships with leading financial institutions, ensuring clients have access to the best products and services available.
Investment Service: A key offering is personalized investment management, designed to align with individual risk tolerance and financial goals. This includes portfolio construction, asset allocation, and ongoing performance monitoring.
Superannuation Consulting: Poole Advisory specializes in navigating the complexities of the superannuation system, assisting clients with fund selection, contribution strategies, and retirement income planning.

Accessibility and Amenities

Poole Advisory is committed to providing an inclusive and accessible experience for all clients. The office is equipped with the following amenities:

Online Appointments: Clients can schedule appointments remotely for added convenience.
On-site Services: Traditional face-to-face consultations are readily available.
Wheelchair-Accessible Car Park: A designated car park is available for wheelchair users.
Wheelchair-Accessible Seating: Accessible seating options are provided throughout the office.
Wheelchair-Accessible Toilet: A fully accessible toilet is available.
Toilet: Standard restroom facilities are available.
LGBTQ+ friendly: Poole Advisory fosters a welcoming and inclusive environment for all clients, regardless of their sexual orientation or gender identity.
Transgender Safe Space: The firm is committed to creating a safe and respectful space for transgender and gender non-conforming clients.

Client Feedback and Reputation

Poole Advisory consistently receives positive feedback from its clients. Currently, the company has 27 reviews on Google My Business, with an average opinion of 5/5. This demonstrates a strong commitment to client satisfaction and a dedication to delivering exceptional service. Clients frequently commend the teamâs professionalism, expertise, and personalized approach. Hereâs a summary of common themes from client reviews:

Expertise: Clients consistently praise the advisors' knowledge and understanding of complex financial concepts.
Personalized Service: Many reviewers highlight the tailored advice and attention to individual needs.
Trust and Integrity: Clients express confidence in the firm's ethical practices and commitment to their best interests.
Communication: Clear and proactive communication is frequently cited as a strength.

In conclusion, Poole Advisory represents a reliable and knowledgeable partner for anyone seeking comprehensive financial planning and investment advice. Their commitment to accessibility, client-centricity, and expertise makes them a standout firm in the Bowral area and beyond. We highly recommend scheduling an appointment to discuss your specific financial needs.

👍 Reviews of Poole Advisory

Poole Advisory - Bowral, New South Wales

Lisa M.

5/5

We've been working with Anthony at Poole Advisory for around nine months now, and while we’re still in the early stages of implementing our full financial strategy, we already feel confident we’re on the right path.

Anthony has given us clear, straightforward advice that’s helped us plan for a more comfortable future. Right now, we’re in a bit of a holding pattern while a few life and financial pieces fall into place, but having a long-term roadmap (and knowing we’re not just winging it) makes a huge difference.

We’re looking forward to gaining more traction soon and moving forward with the plan. In the meantime, we really value the clarity and peace of mind Anthony has provided. Highly recommend if you're looking for personalised, practical financial advice.

Karen H.

5/5

Anthony has been advising my husband and I for the past 10+ years on all things financial. We are not the most proactive people when it comes to our finances so he has his hands full educating us. He has suggested numerous strategies towards building a secure, comfortable future for our family.
Recently during our review meeting, I happened to mention a medical episode I had just been through, and immediately Anthony was advising that I could claim through one of my insurances. If it hadn't been for Anthony being so switched on (and also recommending the insurance in the first place), we would never have realised that I could claim.
Over the years, we have found Anthony's advice to be invaluable and we have no hesitation in recommending Poole Advisory.

Lisa C.

5/5

We are new to using the services of a financial advisor and chose Anthony based on a recommendation from a friend. Anthony has been very patient with us explaining the process throughout and happy to revisit areas when we have questions.

He is flexible and will meet face-to-face, via TEAMs or phone, whichever suits his clients best. We had very limited understanding about retirement planning and Anthony has used his skills and expertise to help us determine our retirement goals and provided us with strategies on how to achieve those goals over the coming years.

Anthony is very responsive to both emails and phone calls and his priority is educating his clients in their financial planning to achieve identified goals. He is also very clear that financial planning is not "set and forget" and will meet with you as needed to make required adjustments or to ensure you are on track.

Working with Anthony is a partnership, and we feel supported in moving forward to achieve our financial goals. We wish we had started using Anthony's services ten years ago!"

Lee B.

5/5

Anthony Poole from Poole Advisory has been instrumental in helping us achieve clarity and confidence in our financial journey. He took the time to truly understand our goals and created a comprehensive plan of action for the short, medium, and long term. Thanks to Anthony, we now have a clear path forward and feel secure knowing that we’re appropriately insured and protected. His expertise and personalised approach have been invaluable, and we highly recommend him to anyone looking for a trusted financial adviser.

Becky H.

5/5

Anthony was very informative and professional during our meeting and we will certainly be very happy to have him help us transition into a comfortable retirement.

Nick B.

5/5

Anthony has been great with implementing a new financial strategy for my family. We are really happy with the advice and the products recommended. There is a level of accountability there that will see us being in a much better spot later in life. Would highly recommend

Rosanne N.

5/5

Anthony Poole is a very knowledgeable advisor and is conscious of people's needs regardless of age and circumstances. He is very patient with us older folk and is very willing to help with technology. I would recommend Anthony Poole to handle your financial affairs with utmost confidence.

Kailash A.

5/5

There is no doubt on Anthony’s expertise, advice, and the tools he provides; but importantly, the true value he adds in is when because of my entrepreneurship rides, I throw at him challenges beyond his core skills, he not only connects you with the relevant specialists but educate and prepare you beforehand to get most out of your specialist consults.
It is Anthony who personally drives to ensure we are on track with our personal goals. Working with him has made our personal journey extremely easy, he understands our personal wealth management goals, coordinates with our accountants, tax planners, lending and buying agents whenever necessary; having him around for years not only gave us support but peace of mind.
I will highly recommend Anthony and Poole Advisory team.