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Creating wealth and providing a secure financial situation for you and your family involves more than a one-off investment or financial product purchase.
We offer a holistic approach to consider all your financial circumstances and work on strategies to achieve your goals.
We invest a great deal of time to understand your personal situation, which enables us to tailor your advice.
Your current circumstances, lifestyle and future aspirations are important factors when it comes to advising you, as we believe achieving financial freedom should be attainable by all.
Most importantly, we've earned the trust and respect of our clients by delivering results.
A comprehensive investment strategy and strong asset allocation can assist with maximising the benefits and minimising the risk across your portfolio as part of achieving your individual goals and objectives.
Supported by our dedicated investment team, we focus on communicating market developments and investment opportunities to our clients in a timely manner. We take the time to fully understand both your current financial position and goals. Then we tailor a comprehensive investment strategy to match and implement it on your behalf.
Our investment advice benefits you by:
This service covers every aspect of diligent day-to-day portfolio management, from taking care of the administrative details to taking advantage of the short-term opportunities presented by the market.
BCom, FCA, F.Fin, CFP, SSA
Investment markets can be complex, but Phil is always looking to provide investment advice that is clear, concise and actionable.
As a Chartered Accountant with merchant banking and treasury experience domestically, as well as in the UK and Asia, Phil’s experience and skill set is unique.
With over 30 years’ experience working with high net worth individuals, Phil's passion is seeing his clients live the lives they aspire to. An expert in investment strategies, this has seen him work with a breadth of clients at all stages of their lives and careers. This has given Phil vast experience in guiding a diverse client base to create and secure a prosperous financial future.
Phil has driven innovation within Cutcher & Neale Investment Services with the introduction of international equities over 10 years ago and more recently, the implementation of a managed discretionary account regime, to deliver more efficient service to clients.
His approach of listening to clients and their individual motivations and aspirations allows him to really uncover what matters most to them, a trait which is highly valued by his clients.
Phil has a strong belief that independent research produces the best investment outcome for clients, which ensures that all of his recommendations are free from any institutional influences or biases.
BCom, DipFS(FP), ADA1
Wade joined the Cutcher & Neale Investment Services division in 2014 and was appointed an Associate of the firm in May 2018, and then Partner in 2020.
Wade is a Commerce graduate from the University of Newcastle, holds a Diploma of Financial Services (Financial Planning) and is an Accredited Derivatives Advisor. Wade has over 10 years' experience working in financial services, across a range of accounting and investment advisory roles.
Wade believes investment portfolios should be built on transparency and flexibility, having direct exposure to share markets, rather than unitised managed funds.
BFin, SSA, DipFS(FP), Adv.Dip.FS(FP)
Kristy's specialities include portfolio management, self managed superannuation and investment advice. She strongly believes in the benefits of integrated advice and actively engages with our internal accountants to deliver a seamless client experience.
Kristy makes herself available to navigate her clients through the risky and complex investment landscape in today's markets. Defining clients' goals and focusing on the immediate challenges is her key to establishing relevant and effective strategies.
Kristy is the firm’s recipient of the Col Cutcher Award in 2020, an award that acknowledges commitment to innovation and progressiveness.
Senior Investment Advisor
BCom Adv Dip FP JP
Craig joined Cutcher & Neale Investment Services in 2014.
He is a Commerce graduate from the University of Newcastle and also holds an Advanced Diploma of Financial Services (Financial Planning).
He has 12 years of experience working in the financial services industry, across a range of financial advisory roles.
Craig has specialist skills to assist clients in setting their investment strategies, building a plan to maximise and protect wealth and planning for retirement. He enjoys developing an ongoing relationship with his clients and assisting them to realise their lifestyle goals and objectives with a suitable investment approach.
Risk Insurance Manager
Grad Cert BA, JP
Brad is Cutcher & Neale’s in-house Risk Insurance Specialist. He works predominantly with our medical clients, assessing their personal financial risks should they become ill, injured or deceased, then recommends and implements appropriate insurance policies. These include trauma cover, income protection, total & permanent disability cover, death cover and business expense cover.
Where there is a business structure to be considered, Brad also advises on buy/sell, debut protection and key person insurance requirements.
Investment and Risk Advisor
BEcon, BBus, DipFP
Justin joined Cutcher & Neale Investment Services in 2020. He holds a Bachelor of Business and Bachelor of Economics, achieving two awards for academic excellence. He also holds a Diploma of Financial Planning. He is currently studying his Masters of Financial Planning.
Justin has 5 years’ experience in the financial services industry, having worked at various locations across the country.
Justin has a down to earth, honest and practical approach to personal risk insurance, with significant experience in funded succession planning, SMSF exit and estate equalization strategies. He enjoys building long term relationships with clients and helping them to navigate the complexities of the financial industry.
"I had some concerns that my previous advisors didn't have as good an understanding of my finances as I would have liked. Cutcher & Neale really took the time to understand my situation before offering some excellent strategic advice. The results have already had a positive impact on the value of my portfolio. Overall, I'm comfortable that Cutcher & Neale are the right people to guide my family's financial future".
"My decision to use Cutcher & Neale was based in part on their reputation. They're a highly respected firm with a long history and that was important to me. I was impressed with their specialist expertise in Self-Managed Superannuation and Investment Services. I'm confident that my financial well-being is in very safe and capable hands."