You’ve worked hard to build your wealth, and when it’s time to plan for the future, make important financial decisions, or grow your investments, it helps to have someone you trust by your side. At EEA Advisory, we guide you through the process, helping you understand risks, make smart choices, and create a plan that fits your goals.
The financial world can feel confusing and unpredictable. News, market changes, and endless opinions can make it hard to know what’s best. That’s why having clear, honest advice from experts is so important. We cut through the noise, help you avoid common mistakes, and give you the confidence to make the best decisions for your wealth.
With EEA Advisory, you’ll feel supported and in control of your financial future.
The financial market changes every day, which is why your financial plan needs to be flexible. We design customised strategies that help you stay ahead of market trends while focusing on your long-term financial goals. Our aim is to help you grow and secure your wealth, step by step.
Good financial planning is the foundation of a secure future. We specialise in creating plans that cover every stage of life, from saving for retirement to protecting your family’s finances. Our team works closely with you to deliver a strategy tailored to your unique needs and goals.
Making smart financial decisions requires the right advice. We combine global market insights with local expertise to create strategies that work for you. Our team ensures you stay informed and confident, with solutions designed for success in today’s economy.
Your wealth deserves expert care. Our services focus on protecting your financial assets from market risks while finding the best opportunities to grow them. With a focus on stability and growth, we help you achieve financial security with confidence.
Start your financial journey with expert guidance. We provide personalized strategies and coaching to help you set and achieve your financial goals.
We create comprehensive financial plans tailored to your needs, ensuring a clear roadmap to a prosperous future.
Our team offers insightful investment advice to grow your wealth wisely and sustainably.
Understand and manage your income and expenses effectively. We help you maintain a healthy cash flow for financial stability.
We provide solutions to reduce and manage your debts, freeing up resources for other financial goals.
Plan for retirement with our expert advice on superannuation and Self-Managed Super Funds, maximizing your retirement savings.
Safeguard your wealth and loved ones. We advise on the best insurance options to protect against unforeseen events.
Ensure your assets are distributed according to your wishes. We help you create a clear estate plan for peace of mind.
Prepare for a comfortable retirement. We assist in planning and securing your financial future beyond your working years.
Secure your family’s future through straightforward generational planning. We help you create strategies for smooth transitions of wealth and responsibilities between generations, aiming for understanding and agreement among family members.
Your financial aspirations are unique. At EEA Advisory, we craft investment strategies that reflect your individual goals, ensuring alignment with the broader Australian market dynamics
We offer business owners and individuals tailored strategies that encompass insightful discussions and prudent cash flow management, safeguarding and nurturing your assets for balanced growth.
Plan for a future where your wealth serves you and your loved ones. We help you structure your assets optimally, ensuring a comfortable retirement and a legacy that stands the test of time.
Protecting your assets is as vital as growing them. Our in-depth risk assessment tools and strategies are designed to shield your portfolio from potential market downturns.
Stay informed and empowered. With our regular portfolio reviews and wealth management workshops, you’re always in sync with your wealth’s performance and the market’s pulse.
Secure your business’s future by protecting it from unforeseen issues with key personnel. We assist in setting up agreements that offer stability and peace of mind, ensuring business continuity even in unexpected circumstances
Ensure a smooth transition during leadership changes. We help you set up a clear succession plan to maintain business stability and continue success into the future.
Guide your primary production business to future success. We help you plan for a straightforward transfer of responsibilities, ensuring stability and continuous prosperity for your enterprise.
Protecting your assets is as vital as growing them. Our in-depth risk assessment tools and strategies are designed to shield your portfolio from potential market downturns.
Secure your family’s future through straightforward generational planning. We help you create strategies for smooth transitions of wealth and responsibilities between generations, aiming for understanding and agreement among family members.
Get clear and fair agreements for your business dealings. We assist you in creating partnerships, shareholders,
and loan agreements that safeguard everyone’s interests, promoting smooth business relationships.
Ben and Edina are passionate about helping clients achieve their financial goals with clear and tailored advice. Together, they bring years of experience and dedication to guiding individuals and families toward financial success.
Ben has over 15 years of experience in financial planning. He graduated with a Bachelor of Business in Finance from Griffith University in 2007 and completed a Diploma of Financial Services in 2009. In 2020, he earned his FASEA certification. Ben is a member of the Financial Planning Association (FAAA) and an affiliate member of Chartered Accountants ANZ. He is dedicated to helping clients make smart financial decisions that align with their goals.
Ben is also involved in community initiatives, participating in fundraising events to support communities in need.
Edina holds a Bachelor’s degree in Accounting and Finance and is pursuing a postgraduate degree in Financial Planning. She is passionate about helping clients achieve their financial goals by listening carefully and providing tailored strategies. Edina finds great satisfaction in seeing clients’ wealth grow and ensuring their financial well-being.
Together, Ben and Edina form a dedicated team focused on assisting you with your wealth management needs. They combine extensive experience with a personal approach to offer clear and tailored financial advice.
Simplifying finance for businesses, we handle the complexities. With EEA Advisory, you focus on your passion, and we’ll take care of your financial journey.
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Liability limited by a scheme approved under Professional Standards Legislation
EEA Advisory (Altias Brisbane Pty Ltd) ABN 77 646 161 417 is a registered tax agent 26081500 and a member of Chartered Accountants Australia & New Zealand (CA ANZ).EEA Advisory (Altias Brisbane Pty Ltd) ABN 77 646 161 417 is not authorised to provide financial advice. For financial advice and services please speak to an authorised representative at EEA Advisory.
EEA Advisory (Altias Private Wealth Pty Ltd) ABN 91 649 047 585 trading is an authorised representative of Count ABN 10 001 974 625 holder of Australian financial services licence number 227232. Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this web page is not financial product advice and is provided for information only.
