Your Financial Success is Our Priority

Welcome to a different kind of financial planning practice. Our advisers are firmly on your side, operating on a fee-for-service basis – so you can trust us to put your needs first. That means no hidden costs, no product pushing and zero commissions. Just 100% commitment to your financial future.

We provide expert financial advice, education and portfolio management services for a wide range of clients. Whether you’re looking to buy your first home or transition to retirement, we can help you achieve your financial goals.

Together, we can turn your financial aspirations into reality.

We all start somewhere – A financial plan can help you get off on the right foot.

Whether you’ve just graduated university, married the love of your life or had your first child, it’s never too early to start thinking about your financial future. As you achieve life’s special milestones, it helps to have a financial roadmap to follow. This will give you peace of mind that you’re making the most of your hard-earned money.

The earlier you put a financial plan in place, the sooner you’ll be able to achieve your goals. From buying your dream home to expanding your investment portfolio, endless opportunities are on the horizon. The team at Aware Investment can help you develop a financial strategy that will set you up for a bright future. Our aim is to provide you with advice, education and support, so you can create the life you want.

Our services

Whether you’re saving for retirement, your first home or investing to provide an income stream, we can put together a plan to meet your needs. Our advice covers a range of asset classes including managed funds, property, direct shares, cash and term deposits.

When managed correctly, SMSFs offer great flexibility for retirement planning and funding. Our financial planners work closely with other professionals, such as accountants and lawyers, to help you get the most out of your fund and achieve your long-term goals.

Where Are You On Your Financial Journey?

Starting Out: We all start somewhere. Let us help you get off on the right foot.

Young Families: Family comes first. Support your loved ones with a financial plan.

Pre-Retirement: Plan ahead to enjoy the comfortable retirement you deserve.

Retirement: Let us help you create a financial ‘retirement roadmap’.

Aged Care: You can trust our expert advice about aged care in Australia.