How you structure your super before you retire is one of the few decisions you can't take back. Get the answer from an adviser with no reason to bend it.

Watch the short walk-through. A genuinely independent Sydney adviser with no product to sell explains how to weigh an SMSF, a rollover or a managed portfolio honestly, before you commit.

Answer a few short questions as honestly as you can. That tells us where you're up to and whether an introductory meeting actually makes sense for your situation.

Independent under the Corporations ActFewer than 100 such advisers in AustraliaSMSF Specialist Advisor on the teamFlat fee, no asset-based charges

Why Allied Wealth

For us, independence carries a legal definition, not a marketing word.

Allied Wealth, in specifics

  • Independence Independent under the Corporations Act: no commissions, no asset-based or percentage fees, no product-issuer ties, no restricted list. Of roughly 16,000 advisers in Australia, fewer than 100 meet that bar.
  • SMSF specialism Founder Chris Rae holds the SMSF Specialist Advisor (SSA) accreditation, so the SMSF decision is assessed by a specialist, then weighed honestly against a rollover, a consolidation or a managed portfolio.
  • The team Three principal advisers with over 60 years of combined experience. Every one is a senior adviser and business owner who keeps a deliberately small book of clients.
  • Fee model A fixed 12-month subscription from $800/mo incl GST, agreed upfront and generally tax deductible. No separate advice-document fee, no minimum investment, and the fee moves with complexity rather than the size of your balance.
  • Footprint Founded in 2020, based in Martin Place in the Sydney CBD, with a network of NSW and Noosa offices for high-touch local service.

In their words

Allied Wealth has advised me for over 5 years. They have helped me structure my superannuation and other affairs tax efficiently while ensuring my estate planning met my objectives. They found low fee investments which achieve good returns.
Alex M.Client of 5+ years, super structuring and estate planning
I've been working with Allied Wealth since 2020. Allied Wealth's ability to be completely independent and provide advice in my best interests (rather than their own) whilst working in tandem with my other advisers has resulted in an outcome that I'm very happy with.
RMClient since 2020
Allied Wealth became my personal superannuation financial advisor. I cannot speak highly enough of them. Professional, knowledgeable, explanatory of circumstances, issues and concepts. They guided me and my financial situation through all the ups and downs of these past 8 years.
John L.Superannuation client of 8 years
Allied Wealth takes the time to understand my specific needs and goals, and then creates a personalised plan that is tailored to my individual situation. They are also great at explaining complex financial concepts in a way that is easy to understand.
Merle G.Values clarity and tailored planning