Franklin Advisory is a boutique advisory firm established to provide trusted, well researched and high-quality bespoke solutions to our clients. Our advisory team leads the market with a strong academic background, extensive experience in large institutions and over 85 years of investment experience.

We are committed to providing appropriate investment opportunities and financial solutions tailored to your individual needs

Services

Consulting

We work closely with charities and not-for-profit entities (NFPs) and can assist in developing a robust Investment Policy.

Investments

Investments

Our approach is to identify quality
investments at attractive valuations.

Strategy

Strategy

We are able to provide a range of wealth accumulation, asset protection and retirement planning strategies.

Super

Superannuation

Superannuation is a tax-effective vehicle which can be used to provide a secure income in retirement.

Principals

Sam Bridgwood

Sam Bridgwood


Director
Wealth Advisor

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Leon Chiera

Leon Chiera


Director
Investment Advisor

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Dave Stock

Dave Stock


Director
Investment Advisor

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"By failing to prepare, you are preparing to fail."

Benjamin Franklin

Insights

Wall Street

How Elections Move Markets In 5 Charts

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10 Investment Themes For The Next 10 Years

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2020 Australian Equities Reporting Season Wrap UP

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2020 US ELECTION: What The Polls Could Mean For Policy And Markets

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FY 2020 – A YEAR TO FORGET, AND A YEAR TO REMEMBER

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Where To Invest In A Post Lock Down World

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Perspectives For Clients On Investing Through Turbulent Times

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Lessons For Investors From COVID-19

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Stock Markets Wild Mood Swings Can Be Explained By Mr. Spock

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"An investment in knowledge pays the best interest."

Benjamin Franklin

Contact Us