Your path to prosperity abundance freedom wealth happiness prosperity

about us

Welcome to Stellar Wealth, empowering clients every day.

If you’re searching for a trusted financial adviser to help you feel confident about your financial future, you’ve come to the right place.

At Stellar Wealth, we specialise in helping ambitious working people and those aged 50 and over achieve more with their money. We provide holistic financial advice that is in your best interest only – no commissions, no kick-backs. Just a fixed flat fee, with no surprises.

We are not owned by, or affiliated with any product provider – which means we are free to pick and choose whatever is in our client’s best interests. More importantly, our clients can have peace of mind, knowing that our advice contains no conflicts or bias and is purely based in their best interests.Read More...

Being self owned also means that we answer to no one – except our clients. Our key motivation is to delight our clients by helping them achieve and exceed their financial goals. We do this by delivering tangible, measurable, results over time, that demonstrate the value of our advice and the financial plan we have created together.

Our fees, like our advice are 100% transparent – so there are never any unexpected surprises. This means you can create wealth and security knowing from the outset, exactly what it will cost.

We are a Brisbane based financial planning firm, but offer online meetings Australia wide.

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what we can do for you

We get results, that help secure your financial future

In today’s landscape, there is a wealth of financial information available, which can make it difficult to determine the most suitable path to follow. With our experience and expertise guiding you, you can be confident you are taking the right steps to secure your financial future and lifestyle. More clarity, more certainty, less worry.

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our process

Your future is our priority. Our expertise will guide you towards success.

Discovery

Your journey to financial freedom and peace of mind begins with a simple phone call. If you’d like to take the next step, we’ll then set up a no-cost, obligation-free meeting.

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Design

We research and gather the information we need, exploring all potential strategies and then tailoring a plan to suit your unique situation and to achieve you the most optimal results.

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Advice

We will then present you with your tailored financial plan. As your partner on the path to prosperity, we want to ensure you’re fully satisfied with your advice.

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Guidance

We will then meet again in six months’ time, to track and review the progress of your financial plan now that it’s in place.

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be empowered by your finances

9:00am:

Wake Up

9:01am:

Do whatever you like

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what are our core values

Stellar Wealth is grounded in four main principles

Compassion

At Stellar Wealth we genuinely care about our client’s wellbeing. We take a non-judgemental, compassionate approach and are here to help every step of the way.

Trust

We always act with integrity, transparency and reliability. Our code of ethics and professionalism means we go above and beyond and always act in our client’s best interest.

Results

We get results. We know that our clients want tangible, measurable results that demonstrate an actual return on their investment in us and our advice.

Expertise

At Stellar Wealth, we are some of the most highly educated and qualified advisers in the country. We use our knowledge and expertise to guide and empower you, helping you feel more in control and secure about your financial future.

Our Clients

Exceptional results for your finances & your future lifestyle.

You can rely on us to set you on the path to prosperity. Here’s what our happy clients say about the ways we’ve empowered them on their financial journeys. Let us do the same for you.

5.0

Kristen Coe

We’re so thankful for the support and guidance we got from Nicole at Stellar Wealth. She’s been a huge help in getting our financial goals in order. From the start, she really took the time to understand our situation as parents and made sure we had a solid plan for our family’s future.Nicole guided us through areas we hadn’t even thought about—like picking the right insurance, planning for long-term stability, and setting up a good foundation for our kids. Her knowledge gave us a lot of clarity and made us feel confident, so we could make decisions that fit our priorities.What we appreciated most was Nicole’s ability to break down complicated financial stuff in a way that was easy to follow, without any pressure. She was always patient, professional, and available to answer all our questions, big or small. We feel so much more secure knowing that we have a plan in place, and it’s all thanks to Nicole.If you’re looking for someone who truly cares about your goals and your family’s future, we highly recommend Nicole at Stellar Wealth. She made what could’ve been a stressful process both simple and reassuring.Thank you, Nicole, for everything you’ve done for us!

Andrew Sloan

Nicole and Stellar Wealth have quickly become trusted partners. From day one when I contacted Nicole there has been nothing but trust and the creation of value. Nicole gets it, is a strong advocate and brings together plans that absorb all the finer details of your messy and complex life. I have and will continue to strongly recommend Nicole if you would like a sharp, deeply caring, well thought out and practical wealth advisor.

Travis Robinson

Nicole provided professional, tailored advice that suited our family’s situation and needs. She worked with us in identifying our short and long term goals before designing a plan that would help us achieve those goals.Nicole was open to feedback, took our comments onboard and was patient in answering any questions we had.I’d definitely recommend her services.

Debi Frampton

I recently sought out a financial advisor to help with my future goals. I heard Nicole speak on a zoom meeting hosted by Ladies Finance Club and was interested in speaking one on one. She spoke clearly and honestly. I was drawn to the down to earth mannerisms and the ability to break down the complex financial concepts. She has been able to answer all my questions and keep me up to date and informed with what is happening in the market. I would highly recommend her to help you with your financial plan.

Judy Woodforth

Nicole puts us at ease and has a natural ability to communicate in a clear and easy to understand fashion. We always feel comfortable, and also know we are being so well looked after with our financing planning needs and heading into retirement phase, she is always able to answer our questions and is very knowledgeable. Nicole is energetic and inspiring and offers exceptional service and care for her clients. She is such pleasure to deal with.

Tomasina P

It’s been an easy & smooth process using Nicole to set up a retirement plan. I very much appreciate her quick & courteous replies. Thank you

D P

Nicole at Stellar Wealth has been fantastic to work with. She’s knowledgeable, approachable, and truly cares about her clients financial goals. Nicole created a personalised plan that made us feel confident and secure about our financial future, especially for our daughter’s future. Highly recommend her for anyone looking for a great financial advice!

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AWARDS

Recognised Excellence in Financial Guidance

Blog

Financial literacy is your superpower; let us gift it to you.

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Learn how to make the most of this initial meeting, ensuring a productive start to achieving your financial aspirations.

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Whether you're a seasoned investor or a first-time seeker of financial advice, arm yourself with the knowledge to engage effectively with a adviser and gain valuable insights that align with your financial goals.