About Us

For integrated and tailored wealth solutions.

Wealth Strategies You Can Trust

An independently owned advisory firm, Frontier Wealth Group partners with clients to develop custom wealth accumulation strategies. Working closely with you, we offer unbiased advice to help you fulfil your personal aspirations and create wealth for generations.

Our Goal

To help you achieve financial freedom, securing your future with a genuinely holistic approach to wealth planning.

Our Vision

To grow our business as our clients grow in prosperity.

 

Our People

Our experienced and highly qualified wealth planners, mortgage brokers and property consultants are dedicated to helping clients build family wealth to pass down through the generations.

Our combined wealth planning expertise stretches right across the major investment assets and markets. This provides the choice and scope you need to secure outstanding investment opportunities.

Drawing on an established industry network of professional services and specialists, our team works alongside Australia’s largest financial institutions, banks, property developers, construction companies, real estate agencies and legal specialists.

This helps ensure we deliver our clients top-tier investments in shares, managed funds, SMSFs and property, all backed by ongoing management and oversight.

Our Process

We believe the process makes all the difference. As part of this process, we engage, listen, collaborate, inform, and guide you all the way. We want our clients to feel well informed, listened to and fully supported on their wealth creation journey, so they are always at ease with their decisions. Our process comprises:

Our process comprises:

  1. Our Initial Consultation is complimentary.
  2. Fact Finding to really understand your goals and priorities.
  3. Formulate Strategies tailored to your situation and goals.
  4. Present of our Tailored Advice to you in simple language.
  5. Assist you to Implement Strategies to achieve your life goals and
  6. Conduct Ongoing Reviews to ensure the advice remains relevant to you.

 

A series of achievable goals helps you work towards wealth acquisition and growth. Our team continues to assess your strategies, refining where necessary.

We would love to discuss your aspirations, demonstrating how we can work together to make them happen.

Enquire Today