Brandon Lee

Poole Group has specialist advisers who will work together to provide you with a range of services and strategies to reduce your risks, grow your business and create wealth.

We are committed to maintaining a personal touch through all of our business dealings and make a conscious effort to be available for our clients when they need.

This approach has meant that since being established in 1980, we have grown to be one of the largest accounting and consulting firms in the Sunshine Coast. While we’re big enough to make a difference, we’re also still small enough to care.

Poole Group Wealth is dedicated to providing our clients with expert financial guidance. We are committed to building strong, long-term relationships founded on trust, integrity, and exceptional client care. Our team of Sunshine Coast Wealth Advisory experts are passionate about helping you achieve your financial goals through personalised wealth advisory strategies.

We understand that every client has unique needs and aspirations. Our approach involves a deep understanding of your financial situation, followed by the development of a tailored plan to help you reach your objectives. We believe in educating our clients, providing clear and transparent advice, and working collaboratively to ensure your financial well-being.

Our Approach to Wealth Advisory

At Poole Group Wealth, our process is built on a foundation of client care and data-driven insights. We believe in a highly personalised approach to wealth advisory, tailored to your unique financial goals and circumstances.