Franklin Advisory is a boutique advisory firm that prides itself on delivering trusted, well-researched, and high-quality bespoke solutions to its clients. With a team of experienced advisors boasting a strong academic background and over 85 years of combined investment experience, Franklin Advisory leads the market in providing tailored financial solutions. The firm is dedicated to identifying quality investments at attractive valuations and offers a range of services including wealth accumulation, asset protection, and retirement planning strategies.
specialising in working closely with charities and not-for-profit entities, Franklin Advisory can assist in developing robust Investment Policies to meet the unique needs of these organizations. The firm’s commitment to providing appropriate investment opportunities tailored to individual requirements sets it apart in the industry. By leveraging the tax-effective benefits of superannuation, Franklin Advisory helps clients secure a stable income in retirement, emphasizing long-term financial security and wealth management.
Located at the Intersect Building on Flinders Street in Adelaide, Franklin Advisory is a trusted partner for clients seeking personalized financial advice and investment solutions. The firm’s philosophy revolves around offering bespoke services that align with each client’s financial goals and aspirations. With a team of dedicated Wealth Advisors and Investment Advisors, Franklin Advisory is well-equipped to guide clients through wealth management, asset protection, and retirement planning, ensuring a secure financial future for individuals and organizations alike.