Braeside Wealth

Our clients are a big part of our “Why”.
Why we do what we do & why we chose this field. Everyone deserves a comfortable retirement, we work hard for our clients because they worked hard to get to this milestone. ✨

Congratulations to the winning trivia team ✨🎉🏆

Thank you to everyone who actively participated in trivia Friday night 👏🏼

👏🏼 Big thanks to Gary & Aaron from Macquarie Bank. Gary is a Senior Portfolio Manager with Macquarie Bank, he and Aaron travelled from Sydney to give us an economic update and answer some hot topic questions. Thanks for your insight gentleman 👏🏼

We spend a lot of time talking to people about money, but we understand that money alone doesn’t equate to happiness. What makes you happy?

Are you looking to start your career in the financial planning industry? Do you have a positive attitude and love working with people? If so, we’ve got the role for you.

Braeside Wealth is a boutique, independent financial planning business, based in Newcastle, looking for someone exceptional to join our team. If you’ve had experience in a customer service role, even in an unrelated industry, and you’re confident dealing with people we would love to speak with you.

If you succeed, you will work directly with our principal adviser and team. You will get hands-on experience across all areas of the business. Whilst this is initially an entry-level position, we'll provide a pathway for you to develop your skills with the opportunity to grow and progress through the business to achieve your career goals.

We are looking for someone who can work part-time, 2-4 days per week (hours negotiable). The role may progress into a full-time position in the future.

This is the ideal position for someone who wants a bright, long-term future in the financial planning industry.

Please send your resume, including a cover letter to, [email protected]

Thank you Erin for the lovely feedback. It's a pleasure working with you and your family.

We love helping our clients achieve their financial goals!

What do you want to achieve?

Braeside Wealth updated their business hours.

We've moved!

Pop in and say hi to the Braeside Team at our new address Ground floor, 61 Stewart Ave, Hamilton South.

A big thanks goes to the guys at and for creating a space that we love being in. thanks for being legends!

Braeside Wealth updated their address.

To stay on track, it pays to look back!

Financial planning is, by its nature, forward-looking. What counts is where you are now and what you do in the coming months and years. That said; there’s good reason to pause and take a look over your shoulder to see how far you’ve come. Why? Because taking stock of what you have achieved so far can spur you on to even greater things in the future.

Pausing for a look at where you’ve come from provides an opportunity to think about your current circumstances. Even the best of plans need some tweaking along the way. We're here to help you make great decisions, now and in the future.