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.

A new financial year is here. And while July often feels like a reset button, it is also one of the best times to step b...
06/07/2026

A new financial year is here.

And while July often feels like a reset button, it is also one of the best times to step back and review where you are heading financially.

The start of a new financial year is a chance to:

🔹 reassess financial goals
🔹 review cash flow and spending habits
🔹 check investment and super strategies
🔹 plan ahead for tax and retirement outcomes
🔹 make sure your financial structure still suits your life and priorities

After more than 20 years advising individuals, families and business owners, Anthony Poole understands that good financial planning is not just about numbers. It is about creating clarity and confidence for the future.

A new year brings new opportunities to plan well and live more.

đź“ž (02) 3805-9980

🗓️ Book online through the link in bio

Happy Financial New Year 🎉Scroll through for the key dates to keep top of mind! July is often one of the best times to r...
01/07/2026

Happy Financial New Year 🎉
Scroll through for the key dates to keep top of mind!
July is often one of the best times to reset, review and plan ahead for the year to come.
➡️

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.

Address

Level 1, 60 Martin Place
Sydney, NSW
2000

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