Allied Wealth - Independent Financial Advisor

Allied Wealth was established in 2020 by Chris Rae, following its principals' 20 years as financial advisors in various organisations. The firm is an independent high-touch boutique advisory team. Its three principal financial advisors have over 60 years of combined experience. Allied Wealth's advice comes with no commissions or hidden fees, and it charges a transparent flat fee with no extra cost or commissions. It uses a centralised asset allocation and investment committee approach. Services include investment portfolio management, superannuation and retirement planning, structuring and tax effective planning, asset protection, succession and estate planning, cash flow management, and personal insurance advice.

Chris Rae is Founding Director and Principal Financial Advisor and holds AdvDip FS (FP), SSA®, MCIFAA, PIFA. Greg Barter is Director and Principal Financial Advisor and holds CFP®, BSc, Dip FP. Jessica Brizuela is Director and Principal Financial Advisor and holds CFP®, MAppFin, Bcom. David O'Hara is Principal Financial Advisor and holds BSc, MAppFin, CFP®. Greg Barter joined Allied Wealth in 2022 and chairs the Allied Wealth Investment and Asset Allocation Committee. Jessica Brizuela joined in 2022, and David O'Hara joined in 2023.

Financial planning and investment strategy advice forms the core of what clients describe, with Jessica named frequently for her expertise and tailored approach to complex decisions. Families seeking guidance on investment strategies mention that her counsel made confusing options feel manageable, and that she answered questions promptly as they arose. Chris is named just as often, with clients recalling initial consultations that grew into ongoing relationships covering near-term and future goals. Conversations are described as honest and unhurried, without pressure to commit, and explanations pitched in plain language.

Something that features in review after review is the clarity of communication throughout an engagement, including how portfolios are managed and what results follow. One account covers work on legacy structure issues, involving a private ruling from the tax office and a stamp duty exemption, where the adviser went further than expected to get the strategy right. The practice is described as professional and friendly, with newcomers noting that first meetings took time to understand their circumstances. Superannuation, investment and broader financial consulting appear as the main areas of work discussed, and the guidance is said to have paid for itself.