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Suite 6, Level 12, 14 Martin Place
Sydney CBD, Sydney, NSW, 2000
Compare financial advisors in Sydney.
Allied Wealth is a Sydney boutique independent advice firm (CBD office at 14 Martin Place, plus several NSW locations), founded in 2020 by principals Chris Rae, Greg Barter and Jess Brizuela. A PIFA practising member, it takes no commissions or asset-based fees and charges a transparent fixed monthly fee (from $800/month). Advice spans investment portfolio management, superannuation and retirement, tax-effective structuring, estate planning, insurance and SMSF, with an ethical-investing option.
Based on publicly available information and CompareMyAgents research. Last updated August 2026.
Best for
Sydney high-income earners, pre-retirees, self-funded retirees and business owners who want fixed-fee, conflict-free advice with no asset-based fees.
| Service | Price | Details |
|---|---|---|
| Investment portfolio management | Fixed monthly fee | Ongoing portfolio management on a flat monthly fee with no asset-based fees and no minimum investment. |
| Superannuation & retirement | Fixed monthly fee | Super consolidation, contribution strategy and retirement-income planning. |
| Tax-effective structuring | Fixed monthly fee | Structuring advice to hold and grow wealth tax-effectively. |
| Estate planning | Fixed monthly fee | Coordinating your estate and beneficiary arrangements with your broader plan. |
| Personal insurance | Fixed monthly fee | Life and income-protection cover reviewed as part of the overall strategy. |
| Self-managed super (SMSF) | Fixed monthly fee | Advice on establishing and running an SMSF where it suits your goals. |
Pricing based on publicly available information. Verify directly with the consultant.
Flat monthly fee with no asset-based fees and no minimum investment — a clean fit if you dislike percentage-of-assets pricing.
PIFA-independent boutique run by several experienced CFP principals, with depth across investment, retirement, tax structuring and estate work.
Offers an ethical / responsible-investment option for clients who want it.
A monthly retainer suits ongoing relationships more than a one-off question — check the model fits how you want to engage.
Founded in 2020, so a younger firm than some established independents.
New to CompareMyAgents, so it does not yet carry verified reviews on this platform.
Based on CompareMyAgents research. Independent assessment — not provided by the business.
Google · 34 reviews
Allied Wealth Noosa provided exceptional service. Their advice was clear, informed, and genuinely tailored to my needs, and the entire process felt professional and reassuring. I would highly recommend their team.
Michael P
Google Maps
Working with Allied Wealth has been a great experience! They really take the time to fully understand your financial situation and goals and provide realistic and clear options to achieve them. Would definitely recommend them!
Lyric Wang
Google Maps
Jessica advised me on financial planning for our family. Her advice was invaluable in finding the best approach for me and helping me understand the complexities of different investment strategies. I highly recommend her to anyone who finds it all confusing and needs a knowledgeable guide through financial strategy
Boronia Blow
Google Maps
I have partnered with Chris for three years and he has always been extremely professional and tailored the investment recommendations to my needs and preferences. He built a great diversified portfolio and would always keep me updated in changes . Highly recommend for anyone who has some cash built up and, like myself, would like someone reliable to oversee the investments.
Gustavo Pinto Guimarães
Google Maps
Jessica from Allied Wealth has been extremely knowledgeable and quick to respond to any questions I have. I felt confident that I was in good hands through her guidance and professionalism. I would highly recommend their services.
Sophie Widmer
Google Maps
A boutique run by several experienced CFP principals, Allied Wealth is PIFA-independent and notable for a flat monthly-fee model with no minimum investment — a clean fit if you dislike percentage-of-assets pricing. Depth across investment, retirement, tax structuring and estate work suits more complex situations. As with any firm, confirm which principal manages your file and the exact fee for your circumstances.
Independent editorial assessment by CompareMyAgents. Not paid for or approved by the business.
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