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

Franklin Advisory Road

Government Bonds: A Natural Choice. Charlie Jamieson

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J.P. Morgan – 1Q24 “Guide to the Markets – Australia”

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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition

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Franklin Advisory Stairs

Australian Fixed Interest: Unveiling the road ahead in 2024 – Janus Henderson

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Vanguard economic and market outlook for 2024: A return to sound money

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Capital Group – Outlook 2024: Prepare for changes in the investing climate

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Wall Street

How worried should you be by an increasingly concentrated stock market? (alphaarchitect.com)

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Private Equity

Bell Potter’s top stock picks for 2024

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How Will Equity Markets Perform in 2024? (Behavioural Investment)

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The best thing you could have done in 2023 was to stick to your plan

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"An investment in knowledge pays the best interest."

Benjamin Franklin

Contact Us