We believe that all Australians deserve access to financial advice and also the ability to use their investments to embody the world they want to see; for themselves, their children and for future generations.
We provide holistic financial advice to our own clients and also invest in other financial advice practices to assist more advisers in incorporating values driven investing, impact investing, philanthropy, pro bono community projects and an advice offering, for all Australians.
100% of our profits are donated to future focused social enterprises to empower creative, grass-roots action.
We are different
Meaningful Advice
For All Australians
01
Clarity
"In a time of universal deceit,
telling the truth is a revolutionary act"
George Orwell
Every good financial adviser will start by understanding all elements of your financial situation and then help you define clear goals and objectives. However, very few will then co-create strategies that incorporate the more human side of who you are, with the clarity to achieve what is truly important to you. Then showing you ways of investing, that can embody the change you want to see in the world.
02
Integrity
At Pure Advice our role is to empower you to reach your potential and unlock the freedom your wealth should create. Investing in what means the most to you now, but also investing in the world you will pass onto future generations. We are passionate about creating space for the things which are most important to you, the things money can't buy, like health and wellbeing.
"Wealth is the ability to truly experience life"
Henry David Thoreau
03
Prosperity
Life is short. Regardless of wealth or age, finding time to enjoy reaching milestones and achieving goals is paramount. To look at the bigger picture, and also try to find the ideal life balance now. We simply advise the value aligned, investments and strategies, that will allow people to spend as much time as possible doing what they love, with the people they love.
"Prosperity is only an instrument to be used, not a deity to be worshipped"
Calvin Coolidge
We have a dream
Imagine a national network of advisers, that were tangibly empowering their community, wherever they were in the country.
Imagine all Australians being able to actively invest according to their values, to address social and/or environmental issues in their community, whilst also achieving a financial return (known as impact investing).
There is over $4 trillion dollars in superannuation in Australia, very little of it is placed in impact investments.
We are passionate about empowering all Australians to unlock a part of that wealth, to invest in addressing the shared challenges we face. To invest in their own communities at a grass roots level, in a climate friendly, sustainable or socially impactful way.
Hometown
01
Some future focused programs and social enterprises we support
02
Alaya
03
Re:store Power
04
Vessel
05
101
06
Blue Dragon Childrens Foundation
07
Eco-Soap Bank
08
Girls and Boys Brigade
Are you a financial adviser who wants to be involved?
01
New Adviser Mentoring
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Mentoring the next generation of advisers
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Teaching ways to integrate values-based investing
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Ongoing practical support with back office and P.Y.
02
1% Practice Equity Investment
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We purchase 1% of your business
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1% of your profit goes to impact
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You get specialised training on embedding impact investment
03
10% Practice Equity Investment
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We purchase 10% of your business at market valuation
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10% of your profit is endowed to charities
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You get ongoing support to implement impact investing
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Invited to volunteer with organisations in your community
04
50% Practice Equity Partnership
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We purchase 50% of your business
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50% of your profit is endowed to charities
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You get ongoing support to implement impact investing
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Invited to volunteer with organisations in your community
05
100% Practice Equity Buyout
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We purchase your business at market valuation
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100% of your companies profit is endowed to charities
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We look at ways to implement impact investing
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Invited to volunteer with organisations in your community
06
Impact Investment Consulting
We offer individual adviser coaching, tailored to the needs of your practice. Whether it is a building a model for one-off clients, through to a practice overhaul to review all model portfolios for both retail and wholesale clientele.
07
Philanthropy Consulting
We work with both advisers and their clients to help establish the philanthropic impact they would like to have today and in the long term. We work with a range of experts to help select the causes that align within the areas of interest for individuals and families.
Pure Advice is looking for vision aligned advisers who want to be part of our network. Whether you are an adviser at the beginning of your career, through to one who is about to retire and you are passionate about using your practice to embody the change you want to see, for your team, community and the world around you; we would love to connect.
We are passionate about empowering you to make decisions that align your goals and your values. From simple super strategies to complex family office structures. If you would like to explore what our advice could do for you, please reach out via the
link below, or alternatively you can email us at advice@pureadvice.com.au
Pure Advice is looking for vision aligned advisers who want to be part of our network. Whether you are an adviser at the beginning of your career, through to one who is about to retire, we would love to connect if you are passionate about using your practice to embody the change you want to see in your team, community and the world around you.
Are you a client?
Are you an Adviser?
What can we do for you?
Our advisers, expert network and team are set up to cater for all your traditional wealth management needs and more, including advice on:
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Holistic Financial Advice
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Values Based Investing
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Superannuation Advice
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Investment Advice
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Insurance Advice
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SMSF Advice
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Retirement Planning
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Estate Planning
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Budgeting/Tax Structuring
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Debt Management
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Impact Investment Due Diligence
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Impact Investment Portfolio Transition
We also offer specific programs for mentoring young people around intergenerational wealth transfer and preparation for Family Offices, including:
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Next Generation Mentoring
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Financial Basics 101
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Impact Investment 101
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Philanthropy 101
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Taxation 101
