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

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J.P. Morgan – 2Q22 “Guide to the Markets – Australia”

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Five of PM Capital’s Current Key Investment Themes

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Infrastructure Assets are Well Placed for an Era of Inflation

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The 2022 Australian Federal Election and Investors

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Wall Street

Ray Dalio: Money, Power and the Collapse of Empires – Lex Fridman Podcast

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Private Equity

Milford Asset Management – On Track 2022

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10 Questions, And Some Answers, For 2022 Including ‘What Will Happen With Home Prices”

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5 Important Things To Do Before The Market Bumble Burst

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Goldman’s Jeff Currie: It’s a Commodities Super Cycle, and We Still Haven’t Hit Max Pain

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Bank

US Economic Outlook: Inflation, Growth and the Fed

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"An investment in knowledge pays the best interest."

Benjamin Franklin

Contact Us