About Us

At Build Financial Advisory we believe that financial advice should be personal, transparent, and built on trust. Our mission is simple: to help you make confident decisions about your money so you can live the life you envision — today and tomorrow.

Build Financial Solutions Pty Ltd was formed in July 2015 as the result of a merger between two long-standing advice businesses, FutureRisk Consulting and Optimoney.

Build Financial Solutions is a Corporate Authorised Representative of  Centrepoint Alliance Limited.

We are experienced and authorised to provide advice in the following areas:

  • Financial Planning
  • Personal Risk Insurance, including Life, Income Protection and Critical Illness
  • Business Risk Insurance
  • Cash flow management
  • Managed Investments
  • Superannuation
  • Self-managed superannuation
  • Retirement Planning
  • Margin Lending
  • Estate Planning

Build Financial Advisory at a Glance

Years providing life-changing advice
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Qualified Advisers
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Valued clients
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Funds and Assets Under Management
$ 200 M+
Friendly Staff Members
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Years of Collective Experience
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If you would like to discuss how one of the financial advisors at Build Financial Advisory can assist you with your wealth creation goals, please book a chat.

Complimentary 15 Minute Chat

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