Clarity of Vision for your Financial Future

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About Us

Our Philosophy

At 20/20 Advice, we are dedicated to providing tailored financial advice solutions to our clients to ensure highest quality outcomes for their financial situation, now and into the future.
 
Our mission is to partner with everyday Australians to provide clarity of vision for their financial futures by working closely with them to create, grow and protect their wealth.

We do this through developing suitable strategies for our clients and providing them with financial education resources.  We work hard to meet your needs and exceed your expectations.
 

Our Values

20/20 Advice was established around 3 core values that are at the heart of what we do, every day:
 

People 1st

 

Integrity

 

Excellence

  We partner with our clients and our clients come first, always.

This means we are completely transparent with fees and we are product agnostic.
    Honesty, ethics and highest quality advice are the cornerstone of what we do, and we do what is right.

This sometimes means telling our clients what they need to hear rather than what they want to hear.
    Best strategies, best advice, best service, best business practices, best solutions and innovation.
 

Our Company

Clients come 1st at 20/20 Advice; that's why we have specifically chosen not to be licensed through a licensee associated with a product distribution business, such as the big banks.  This means that, when your advice includes recommending a financial product, we will consider products that we believe are a good fit for your circumstances.

20/20 Advice was established in 2013 to make a difference in people's lives.  At 20/20 Advice, every staff member is dedicated to providing tailored advice solutions to ensure highest quality outcomes for our clients' financial situation, now and in to the future.
 

Why Choose Us?

There are many Financial Planners, so what should you look for when choosing a good fit for you?
 

Qualifications and Experience

You should look for a Financial Planner that is suitably qualified and has sufficient experience to meet your advice needs.  Some areas of specialty require additional education and knowledge.

The founding director of 20/20 Advice and Practice Principal, Pete Coombes, has completed undergraduate studies, a Master of Financial Planning (MFP) and a Master of Business Administration (MBA) and is qualified to provide advice in most specialties.  He has over 10 years experience in the industry.
 

Trust

Look for a Financial Planner that is a member of an industry association as that planner will need to meet stricter criteria and higher standards than what is required by law.  This is just a starting point though; ensure that you are assessing the trustworthiness of a Financial Planner in your intial meeting and ask any questions that will help you decide.

Pete is a member of the Financial Planning Association (FPA), the peak industry body for Financial Planners, worldwide.  At 20/20 Advice, we are transparent about the fees you will pay and all fees are disclosed up front.
 

Personalised Service

Your Financial Planner is going to know more about you than your accountant or your doctor so it is important you feel you can build a strong relationship with that planner and discuss almost anything.

We understand this at 20/20 Advice and have structured our business to ensure that our clients come first; only then, will you feel comfortable discussing your most personal matters.

We come to you so you can chose a time and a place that is most convenient for you.
 

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20/20 Advice Pty Ltd ABN 51 166 265 023, Corporate Authorised Representative
AIW Dealer Services Pty Ltd ABN 59 153 322 420 | AFSL 414256, Level 7, 39 Sherwood Road, TOOWONG QLD 4066