Welcome to Foundation Wealth Advisers

A Lifetime of Financial Care

We, the team at Foundation Wealth Advisers pride ourselves in providing a personalised and professional service to you, our clients. Whether you are just starting your working life, going through one of life's many challenges, getting married, having children, purchasing a home, going through a redundancy, retiring or even entering aged care we are here to help you understand and make the most of your situation.

We can help you create the financial security that lets you focus on what's really important in your life. Find out more about us, our team , our services.

Foundation Wealth Advisers is part of the Charter Financial Planning network which has over 340 practices across Australia.

See what our current clients have to say about their recent experiences with FWA:

"After recently retiring neither of us had any idea on how to set-up our investments to provide us with a regular income. We were referred to Foundation Wealth Advisers and was amazed with the options they provided us. We have been retired just over 12 months and the plan our adviser created for us us has provided us with everything it said it would plus more. We are about to embark on a trip around Australia and feel at ease that the team at FWA will be able to continue to assist us during our travel and our financial plan is being well looked after. We highly recommend the whole team at FWA."

R & S Sanderson

"Foundation Wealth Advisors offer a complete Financial Advisory Service committed to giving us the very best of investment information for our portfolio.

For many years we have been impressed with the professionalism and the comprehensive assistance that Stuart Bale and his experienced team have delivered."

M Tierney & S. Williamson - Swansea

"We have recommended a number of clients to Stuart Bale of Foundation Wealth Advisers regarding estate planning and asset protection for elderly clients and in particular in relation to Centrelink's income and asset tests. Those clients have been very satisfied with Stuart's services and we highly recommend Stuart."

Alison Wiss - Senior Associate at Simmons Wolfhagen

"I have been an independent retiree now for 18 months. I have had the pleasure of having the management of my financial portfolio with you for many years, your firm having been recommended to me by a friend. I have since recommended more of my friends to you as I have been very pleased with the information provided to me both pre and post retirement. The way in which the information was provided was easy for me to understand and enabled me to make informed decisions on my retirement package and associated retirement issues such as my eligibility for other retirement entitlement benefits. I have found the staff on every occasion extremely friendly and helpful. Stuart ensured that I fully understood my financial situation and also that my investments matched my personal preferences. The service is always provided in a timely manner ensuring that my interests are managed to provide me with the best possible outcomes. I can highly recommend the services of Foundation Wealth Advisers"

H Gray, Sandy Bay

'I have been a client since 2011 and am delighted with the very friendly and efficient service, so much so, I have recommended several of my friends and family to Foundation Wealth Advisers.'

E. Latham, Rose Bay

Over many years we have put our financial trust in the team at Foundation Wealth Advisers. Mark, Simone and Sophie have provided us with friendly service and expert advice. They have kept us up to date with the market and made recomendations to maximise our investment returns as well as guiding us through the Centrelink process. We highly recommend Foundation to those seeking financial management and advice from a professional team.

L & P Spencer, Acton Park

We have been very happy with the way which staff have helped us with Centrelink problem solving in our application for Centrelink benefits. Stuart has helped us with very sound financial advice. The staff are always friendly and helpful.

J & L Sheppard

Disclaimer

Information provided on this website is general in nature and does not constitute financial advice.

Foundation Wealth Advisers Pty Ltd will endeavour to update the website as needed. However, information can change without notice and Foundation Wealth Advisers Pty Ltd does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.

Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial adviser to take into account your particular investment objectives, financial situation and individual needs.

Foundation Wealth Advisers Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Foundation Wealth Advisers, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person.

Unless otherwise specified, copyright of information provided on this website is owned by Foundation Wealth Advisers. You may not alter or modify this information in any way, including the removal of this copyright notice.