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.

Wealth management services

Get ongoing support to achieve long-term success.

When it comes to achieving financial freedom, it’s a marathon, not a sprint. Thankfully, you don’t have navigate this journey alone. Whether you want to buy your first home, build your business, or are working towards a tax-free retirement, Fowler’s Group offers ongoing support and wealth management services to keep you on track.

Get ongoing support to achieve long-term success. icon
Stay accountable and on track

Reach your goals faster with financial management.

Review and revise your plan regularly with your financial planner at predetermined intervals to stay accountable and on track, and ask ad hoc questions as required. Having an experienced financial advisor who cares about your situation and understands your position is an endlessly valuable resource for you and your loved ones.

With our large professional network, we can also point you in the right direction if you need a referral for legal, insurance or other reasons.

Reach your goals faster with financial management. icon
Managing your portfolio

Your partner in wealth management—here for the long haul.

There’s enough in life to worry about. Managing your portfolio doesn’t need to be one of them. Get professional advice and ongoing support with Fowler’s Group.

Your trusted financial advisor will help you adapt to any changing circumstances and keep your financial plan relevant and effective.

Your partner in wealth management—here for the long haul. icon
Why Fowler’s is
the first choice

Customer Service

Over 50 Years Experience

Industry Expertise

Highest Standards

Achieve more with Fowler’s Group

Helping Australians improve their lives and achieve their goals has been our passion for more than 50 years. We’ve helped countless people achieve financial success. No matter what stage you’re at in your financial journey, we will help you get to where you want to be.

Helping Australians improve their lives and achieve their goals has been our passion for more than 50 years. We’ve helped countless people achieve financial success. No matter what stage you’re at in your financial journey, we will help you get to where you want to be.

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 Manage
Your Wealth

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.

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Why Fowler’s is the first choice
Customer Service Icon

Customer Service

Over 50 Years Experience

Industry experts Icon

Industry Expertise

Highest Standards Icon

Highest Standards

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