Mission and Vision

At Broad Wealth Management, the focus is on you and providing you with the highest level of attention, support and expertise I can – it’s my mission and is what sets me apart from other financial advisers.

I am committed to providing a tailored, personal experience for my clients and prefer in person meetings to phone or online communication. Of course, there are times when a quick call is required but in the main, my aim is to create a more meaningful and impactful financial planning experience for you.

Taking this approach allows me to gain a more comprehensive understanding of your financial circumstances and develop customised strategies aligned to your financial goals. For me, it’s all about fostering a long term relationship with you, built on trust and mutual understandings.

About Anthony Broad.

I am the owner and Senior Financial Adviser of the boutique financial planning firm, Broad Wealth Management. A Certified Financial Planner (CFP®) and Financial Advice Association Australia (FAAA) member, I have over 20 years’ experience in the financial services industry and have spent the last 10 years providing specialist retirement advice to NSW public servants within a top three Industry Super Fund.

My goal is to explain the complex world of financial planning in easy to understand terms, and to ensure my clients feel heard and valued in the process. Together, we will plan to help you achieve your financial goals now and into the future.

How we work together to achieve your financial goals.

- - Introductory meeting (one hour)
  - Commence research and modelling (6 – 8 hours)
  - Strategy meeting (one hour)
  - Strategy development (12 – 14 hours)
  - Strategy presentation meeting (one hour)
  - Implementation of advice (8 – 10 hours)
  - Ongoing advice and regular reviews (ongoing)

What people say about Broad Wealth Management.

“Anthony Broad has been my superannuation consultant for many years now, first through State Super, then Aware, and now as Senior Financial Advisor at broadwealth. I have always valued his professional and caring advice in building up my super balance, and since retiring, drawing on my income stream. As a trusted advisor, he takes time to figure out my wishes in investing my super. It’s a pleasure to maintain this ongoing advisory relationship – he’s always available if I need advice or action, and I feel confidence in his advice.”

Rosalind H.

“Anthony Broad has been looking after our Superannuation Funds for the past 8 years. We have a satisfying relationship and he understands our needs and forward plans in a diligent manner and acts to help us as much as possible. He has a wide range of knowledge in financial planning and how to get the most out of our Superannuation investments. He was looking after our Superannuation Accounts within Aware Super before restructuring which gave him the opportunity to establish his own separate Financial Planning guidance as Broad Wealth Management. Anthony still accesses and manages our Aware Accounts as an external representative. His knowledge of how to get the best results out of our retirement funds is most appreciated and trusted.”

Noel and Elaine B.