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

View Profile

Leon Chiera

Leon Chiera


Director
Investment Advisor

View Profile

Dave Stock

Dave Stock


Director
Investment Advisor

View Profile

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

Benjamin Franklin

Insights

Franklin-Advisory-Insights-infrastructure

Infrastructure: Supporting you every minute of every day.

Read more
Insights Road Sign

Indicators For Optimism In The Australian Economy – Auscap Asset Management

Read more
Franklin-Advisory-Insights-Bloomberg

Companies to Watch in 2020 – Bloomberg.

Read more
Stock Market

J.P. Morgan Asset Management: Q4 2019 Guide to the Markets

Read more
Private Equity

Private equity has become the asset allocator’s asset class of choice.

Read more
Franklin-Advisory-Insights-Bloomberg

Bloomberg – global growth composition by country

Read more

"An investment in knowledge pays the best interest."

Benjamin Franklin

Contact Us