Welcome to
Rounded Wealth Advisory
Rounded Wealth Advisory is an independently owned financial- planning organisation, founded in Sydney, Australia. Our organisation delivers what you appreciate; simple, effective and personalised advice that improves your financial wellbeing.
Quality | Expediency | Purposeful
Quality | Expediency | Purposeful
We pride ourselves on providing you with high-quality and cost-effective financial advice.
Financial Planning
Our financial planning services cover a comprehensive range...
Lifestyle
& Financial Goals
We work with our clients to understand their lifestyle...
Retirement Planning
Our financial planning services cover a comprehensive. We help clients plan and manage their finances approaching...ange...
Personal and
Business Protection
We help our clients protect their lifestyles, assets and businesses...
What Clients Say
I have been very happy with the services of Finlay at Rounded Wealth Advisory. Finlay has assisted me with expert advice in relation to my share portfolio. He has the latest knowledge and has been extremely helpful. I am impressed by the care and compassion that Finlay shows towards his clients. Finlay will always get back to me and is always available to talk. I am so impressed by his service and would recommend Rounded Wealth Advisory to anyone. Very happy customer!
Finlay is the ultimate professional in his role as a financial planner. I have known Finlay for over 10 years now and we have worked together since then. I have found Finlay to really care about his clients, some of whom we have in common and I always get great feedback about him as someone who cares and goes over and beyond. I highly recommend Finlays services. Certainly worth having a conversation with him!
Finlay is excellent, and very patient to gave me the advice.. I am very happy with him as my Finance Advisor.
Finlay is an absolute professional. Highly responsive, very honest and reliable gentleman. We are very happy with the level of service from Rounded Wealth.
Recent News & Resources
Investment Tips
Markets
Client Presentation Recordings
2023 Winner • Worldwide Finance Awards
Rounded Wealth Advisory
