Angel Advisory

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.

02/09/2026

We're spending 2 days at an investment conference with our asset consultants Zenith Investment Partners. Day 1, we had some amazing insights from Amy Xie Patrick from Pendal Group, Laura Stolfi from Nuveen, a TIAA company, Felicity Walsh from Franklin Templeton, Danny King from Natixis Investment Managers. Not to mention hearing from some of the many superstars from Zenith, such as Damien Hennessy, Andrew Yap, and Dugald Higgins.

Some key takeouts:
• The workforce has always been changing and a larger and larger portion is services
• The AI stack has 5 categories - Applications (industries to use it) + Models (such as Anthropic/Claude) + Infrastructure (Data Centres) + Chips (Semi Conductors) + Energy (Utilities). It is safe to expect these themes to continue to play out. But be careful, how much is a normal portfolio exposed to this? It is estimated a Balanced Portfolio has a 15% exposure to AI.
• The RBA is expected to increase rates and housing has come off 3% since March 2026. Will we see property come down 9-10% like it has in the past?
• Government Debt to GDP is at its highest level since 1947. Should this worry you?
• Private Markets (such as credit, equity, property and infrastructure) has gone from having less than 50 funds and less than $1 billion under management in 2006, to more than 550 funds and over $18 billion under management in 2026 hence it's becoming very important to choose the right and experienced manager
• Have public markets become better quality and are companies that find it difficult to raise money in public markets, being driven towards privately raising funds?
• If interest rates are continuing to increase then make sure any bond duration is it 0 as this could make negative bond returns.
• What is the difference between trusting a smaller fund manager versus a large fund manager with global backing

Are you prepared for the real cost of a private school education?For some Sydney families, that figure can top $500,000 ...
02/09/2026

Are you prepared for the real cost of a private school education?

For some Sydney families, that figure can top $500,000 per child. Our new ebook, "Top 10 Strategies to Pay for Private School Fees," shares ten practical strategies to help you plan ahead, from picking the right investment vehicle to making the most of sibling discounts and last minute placements.

You'll also find a look at some of Sydney's most expensive schools for boys and girls.

Link in bio to view the full guide.

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

Business Owners get busy and it is easy to neglect what your money is doing outside of the business... This is why we ar...
31/08/2026

Business Owners get busy and it is easy to neglect what your money is doing outside of the business... This is why we are happy when we can take control of this for our time-poor business owners

What could change the way you retire, before you even get there?Life expectancy is rising, home ownership is falling, an...
30/08/2026

What could change the way you retire, before you even get there?

Life expectancy is rising, home ownership is falling, and super legislation keeps shifting. These are just some of the trends reshaping retirement for everyday Australians.

Our ebook, "Ten Trends That Will Affect Retirement in Australia," walks through all ten, from the economic impact of COVID-19 to the growing self-employed population without adequate super.

View the ebook (link in bio).

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

Helping people become comfortable retiring is what we are passionate about.
26/08/2026

Helping people become comfortable retiring is what we are passionate about.

Would you put an extra $300,000 into your super if you had the chance?For Australians over 55, selling the family home c...
26/08/2026

Would you put an extra $300,000 into your super if you had the chance?

For Australians over 55, selling the family home could open the door to one of the biggest super opportunities available.

But there's a catch.

That decision could also affect your Age Pension, estate planning, and how easily you can access your money later on.

The right answer depends on your goals, not the tax concession.

We've broken down when downsizer contributions can work brilliantly, and when they might not be the best move.

Read the full article, link in bio.

Know someone thinking about downsizing? Share this with them.

Is your super really set up to get you a comfortable retirement?Teaching offers a stable income, but that stability can ...
24/08/2026

Is your super really set up to get you a comfortable retirement?

Teaching offers a stable income, but that stability can mask a bigger issue: many teachers, particularly those outside the old legacy super schemes, are heading toward retirement with a real funding gap they haven't planned for.

Our new ebook, "Teacher's Guide to Financial Planning," walks through the financial realities unique to teachers and offers clear, practical steps toward long term financial independence (goal setting, protecting your plan, and making the most of options like salary packaging).

View the ebook, link in bio.

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

Some news: I've been shortlisted for the 2026 Financial Standard FS Power50 — the 50 most influential advisers in Austra...
13/08/2026

Some news: I've been shortlisted for the 2026 Financial Standard FS Power50 — the 50 most influential advisers in Australia.

My business partner was so excited he lost his head over it. Literally. He now identifies as a logo (No business partners were harmed during the making of this photo).

Jokes aside — I don't think being "influential" means being the loudest bloke in the room. It's showing up, doing the work properly, backing the younger advisers coming through, and still being there for clients long after the SOA's signed.

Voting's open and it's decided by the industry — link in bio. One click. Less effort than reading a PDS. 🙏

One click. Less effort than reading a PDS. 🙏

Oil +24%. Semiconductors -22%. Australian shares +2.3%.July was a good reminder that markets don't all move together.Geo...
12/08/2026

Oil +24%. Semiconductors -22%. Australian shares +2.3%.

July was a good reminder that markets don't all move together.

Geopolitical tensions pushed oil higher, AI and semiconductor stocks took a beating, bonds came under pressure, while Australian shares proved surprisingly resilient.

So, what should investors actually take from all of this?

Swipe through the July market wrap 👆

And remember, one volatile month doesn't change the importance of having a long-term plan.

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

28/07/2026

Who said networking and presentations need to be boring?

Our Director, Stefan Angelini , has been part of the same networking group since 2019, and the best part isn't the referrals or the business. It's getting to be himself (an idiot, his words) and having a genuine laugh with people he sees more than his own family.

That's the bit nobody tells you about in-person networking. Show up long enough and they stop being contacts. They become the people who have your back, who call you out, and who make a Thursday morning something to look forward to.

The business follows. It always does. But the laughs come first.

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