Hey, Tristan here - adviser & coach at Purpose Advisory, husband, dad and passionate equipper of people!
By far the best part of what I do for a living is seeing our clients arrive at a deeper understanding of their identity and what they're capable of, and seeing them take action to achieve results they couldn't have dreamed of in the past!
I became a financial adviser in 2013 after a career in leadership training and an undergraduate in Actuarial Studies, when it occurred to me that talking about money was the most effective way to help strangers live more fulfilling lives.
Love it or hate it money cuts to the core of our hopes and fears in life and talking about our money is often the gateway to uncovering our core beliefs and life purpose. We help our clients score quick wins with their finances and then help them to build the foundation for a more purposeful and fulfilling life.
Since launching Purpose Advisory in Feb 2018, I've been refining a fresh and powerful new service which combines the best of financial advice with the most practical parts of life coaching. I believe anyone can benefit from this unique service and I'm passionate about giving more people access to it.
My personal and professional influences come from various sources. I have built a dream team of personal mentors and coaches over the past few years, along with the advisory board of our business - all experts in their respective fields. I also draw from numerous thought leaders, including Jordan Peterson, Tony Robbins and Stephen R. Covey, and I regularly associate with a hand-selected panel of professional partners who I and my clients work closely with. I also draw many core messages from my Christian faith, which informs my own character and drive for the work I do.
View our most up to date PA Services Guide at https://purposeadvisory.com.au/overview#1475a08c-9434-4e3e-9a17-3c39b7a8a98a
Tristan is a fantastic adviser, he has such a depth and breadth of knowledge across all areas of financial advice. I have personally learnt a lot from him and have a strong confidence and handle of my financial situation.
We have been working with Tristan for a while in setting up a plan and extracting our holdings from another advisery group that wasn't interested in providing support.
Have found Tristan to be an excellent communicator and we feel that he understands our needs and has worked with us to identify the best solution for our circumstances.
Hi, my overall experience with Tristan can be simply summarized as exceptional and exceeding expectations. I would highly recommend him to anyone looking for financial advice. My wife and I had approached Tristan in mid-2022 to seek advice on our key aspects of our personal finance such as Insurance, Super and Investments. He walked us through these advises in a step-by-step and logical manner, and provided us with the right advice. Some of the key highlights of working with him are, his financial strengths: 1) He is quite knowledgeable in his area of work, which obviously comes from his more than a decade's experience in the field. 2) His financial models provided great insights on how our current budgeting and cashflow would affect our future (especially in the areas of wealth creation, retirement and our insurance needs). 3) Some of the financial strategies that he provided were an eye opener. This was the first time I had heard of such strategies. 4) He has a very analytical mind, so he is able to provide some insights/advice during the discussions itself (on the go). His personal strengths: 1) He is very patient and a good listener. He was quite eager to listen to all the details related to our situation. 2) He will take a holistic view of the situation. He was also keen to learn about aspects of our situation which had nothing to do with finance but may have contributed to our motivations. 3) He would go the extra mile - he was happy to spend extra time for the discussions or extra sessions to understand the situation better (instead of having fixed sessions or stopping the clock when the appointment time was over). 4) He is committed to his work and trustworthy. 5) His focus is not just on the financial side of things but also on the life's purpose and value side too. The discussions with him will not be just about numbers and wealth but an approach to life, which helps open the mind to various possibilities. I am happy to continue my journey of financial management and wealth creation with Tristan over the coming years.
I really enjoyed working with him and would definitely recommend him to any family and friends.
- Adviser status Platinum
- Number of reviews 23
- First year providing advice 2013
- Years of experience 10
- Bachelor of Applied Finance
Purpose AdvisorySuite B1, 13-21 Mandible St
Alexandria, NSW 2015
- 9:00am – 5:00pm Monday – Friday
- 9:00am – 1:30pm Saturday
- In person
- Video call
Cobalt Advisers Pty Ltd