NEWCASTLE INDEPENDENT FINANCIAL ADVISORS
Create a life of means and meaning
We take a birds-eye view of your whole financial life.
You're a 'doer'.
And you want better than average out of life. After all, you only get one shot at it.
At Braeside Wealth, we help you optimise your money - so you can do more of what gets you fired up in life.
Whether that’s checking off a bucket list trip, launching a passion project, or taking mini-retirements to recharge.
We provide the financial backbone for you to have the freedom and flexibility to live life to the fullest.
Be prepared
Put all the right financial pieces in place to make work optional as soon as possible.
Get in sync
Get on the same page financially with your partner and know what you're working towards together.
Feel confident
Get the reassurance you need to make a big life transition, job pivot or business move.
Financial independence = Work because you want to. Not because you have to.
Who we help
We're the right fit for you if you're looking to partner with an experienced team who deliver unbiased advice and accountability with down-to-earth professionalism.
TIME-PRESSED PROFESSIONALS
Get a pathway to become financially free
You've worked hard and are earning good money, but it feels like you're not sure where it all goes at the end of the month. The uncertainty of how long this nonstop pace can last probably doesn't help either.
But imagine finally finding that sweet spot where you get to do all the fun, guilt-free things you love today, while also setting yourself up so you can choose to dial work way back sooner than you think.
Our goal is to help you find the ideal balance between enjoying the now while still securing an optional-work future on your timeline.
BUSY BUSINESS OWNERS
Create a plan that gets all-round results
You're in life's messy middle, juggling a successful business and an active family.
Though the drive is paying off, you expected to be farther ahead financially by now. And you occasionally wonder whether you're missing out on important things.
By optimising areas like business structure and personal wealth opportunities, we can ease pressure points. With the right financial plan in place, you can feel more secure about today and the future. Our goal is to empower smarter money decisions so you can find more life balance.
NEARLY EMPTY NESTERS
Retire with confidence, your way, in your time
The hectic years of racing the kids around are behind you, and your home is a lot quieter these days.
With the newfound freedom to plan ahead, you can picture how your days will look once you're in a financial position where work becomes a choice rather than an obligation.
We provide strategies to help build confidence and flexibility around work options, travel plans, your home, and supporting loved ones as you look ahead to your next chapter.
We're not your average Financial Advisors
Feeling overwhelmed by the sheer amount of money decisions in front of you? No judgment here. It's frustrating when financial "options paralysis" creeps in, and suddenly, you feel stuck.
But we don't have to let inaction today cost us time, money and experiences tomorrow.
At Braeside Wealth, we stand by your side as trusted guides. Mapping out what matters most first - your dreams, your priorities, your family. Then aligning each money move to get you there.
We care just as much about bringing calm and confidence to your financial life as we do about fueling the adventures that light you up inside.
And you can expect straight talk from us too. We'll hold you accountable to actively pursue everything on your bucket list, no excuses.
Based in Newcastle, we’re 100% independent with no ties whatsoever to financial product companies. So you're guaranteed advice tailored completely to YOU.
We feel lucky to work with such a lovely group of clients - these are some of the things our clients are saying about us.
Holding our own financial services licence means we are not affiliated with financial product providers and do not receive commissions or kickbacks.
Our advice fees are transparent and quoted upfront, so you always know exactly where you stand.
Feel prepared, confident and excited…
1.Lets Chat
Schedule a 15-minute introductory phone call to figure out if we're the right fit to help you create a life of means and meaning.
2.Clarity and Direction
We uncover what's important to you, take a close look at your financials and give you a clear advice pathway.
3.Live Life to the Fullest
Move forward with assurance that every dollar and decision aligns with your vision of financial success - and living life on your own terms.