Personalised strategies to build and protect your wealth.

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Dedicated to Fiduciary Excellence & Global Best Practice

We’re one of few CEFEX certified financial advisory firms in Australia and the world. We are also a founding member of GAIA, our commitment to putting clients first.

Build Your Wealth

Your life is unique. Your investment strategies should be too.

Financial planning is more than just dollars and cents. Your situation, values, goals, concerns and expectations for the future are unique. At Fowler’s Group, we take the time to deeply understand what matters to you. From there, we’ll provide you with personalised strategies to help you build and protect your wealth in a way that makes sense to you.

Your Partner on the road to Financial Freedom.

Build and protect your wealth

Times may be challenging, but that doesn’t mean you should struggle to build wealth or lose sight of all the possibilities your future holds.

Whether you’re just starting out, planning for a life event, searching for a particular service or strategy, or at another stage in your financial journey, we’ll tailor a plan to help you properly manage your financial resources. You’ll be able to create true wealth using methods that suit your needs and lifestyle.

Best Decision for your Future Care

Guide you through the aged care journey

Aged care advice is a valuable area of advice that requires a great deal of care and understanding of everyone’s unique situation. We understand this better than most. We are here to help guide you through the aged care journey; to help educate you on the process, and inform you of your options; so you can make the best decision for your future care.
Aged care advice provides you with all the information and advice you need, including
• Fee structures and affordability of care
• Correct structuring of assets and income
• Maximising Centrelink / DVA pension entitlements
• Minimising the ongoing cost of Aged Care
• Decisions around keeping or selling the family home
• Intergenerational wealth transfer

Second Opinion Service

Turning confusion into clarity

Uncertain about your current financial plan, or just want reassurance you’re on the right track?

Some people receive financial advice, but are still confused, don’t understand their strategy, don’t understand their investments, or don’t have the complete picture of the fees they pay.

Make confident decisions with our second opinion service. We’ll help you assess, revise and improve your wealth management. Our tried and tested financial strategies are grounded in academic and scientific research. We provide a disciplined and structured approach to sustainably building and protecting your wealth.

Why Fowler’s is
the first choice

Customer Service

Over 50 Years Experience

Industry Expertise

Highest Standards

Your partner on the road
to financial freedom.

For over 50 years, we’ve helped people achieve financial goals—whatever they look like. No matter where you are in your financial journey, our team is here to help you get where you want to be. We partner with you to help you establish age- and risk-appropriate investment goals to ensure your financial future is secure.

Start the Journey

For over 50 years, we’ve helped people achieve financial goals—whatever they look like. No matter where you are in your financial journey, our team is here to help you get where you want to be. We partner with you to help you establish age- and risk-appropriate investment goals to ensure your financial future is secure.

Our Services

How We Help

Retirement Planning

Instead of conjuring feelings of apprehension and anxiety, retirement should be something you look forward to. Like any new chapter in your life, planning can go a long way to ensure you’re emotionally and financially ready for the road ahead.

Insurance

None of us want to think of the worst, but should anything happen, will you and your family’s lifestyle continue in the same way? It’s time to protect the financial resources you’ve worked so hard for in case of an unexpected life event.

Risk Management

Managing risk is an important part of every financial plan. Without proper forethought, unforeseen events can have devastating financial implications and alter the outcomes of your financial plan. While risk is impossible to avoid, it can be managed appropriately.

Succession Planning

A viable succession plan for your business or personal estate reduces uncertainty and stress for all key stakeholders. We take the time to understand your professional and personal situation and develop a plan that minimises the financial and legal risks associated with handing over assets.

Tax Planning

Effective tax planning can allow you to reach your financial goals sooner. It ensures all elements of your financial plan create tax efficiencies, such as including reducing your tax liability and maximising contributions to your retirement plan.

Estate planning

If you have people in your life who you love and want to care for, it’s wise to build an estate plan. If something happens to you, estate planning ensures your loved ones are taken care of and ensures your assets are distributed according to your wishes.

Build your wealth

Lets Plan Now
For Your Tomorrow

We’ll partner with you to determine your priorities and how you can forge your best future. That means looking at the whole picture, and providing customised strategies that actually work.

With Fowler’s, you’re in the driver’s seat—we’re here to guide you.

Why Fowler’s is the first choice

Personalised strategies to build and protect your wealth.

Dedicated to Fiduciary Excellence & Global Best Practice

Your life is unique. Your investment strategies should be too.

Build and protect your wealth

Guide you through the aged care journey