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
We work closely with charities and not-for-profit entities (NFPs) and can assist in developing a robust Investment Policy.
Our approach is to identify quality
investments at attractive valuations.
We are able to provide a range of wealth accumulation, asset protection and retirement planning strategies.
Superannuation is a tax-effective vehicle which can be used to provide a secure income in retirement.