Wealth Advisory

Our Commitment to Your Financial Well-Being

• We prioritize understanding your unique needs and providing you with peace of mind, ensuring your financial affairs are structured to support the life you envision.
• Our mission is to help you uncover and articulate your aspirations, guiding you toward your most meaningful goals.
• We work alongside you, taking shared stewardship of your financial journey, grounded in trust and understanding.
• We are here for you during life’s pivotal moments, whether navigating the challenges of losing a loved one, managing serious illness, or adapting to disability.
• Through life’s planned and unexpected changes, we offer ongoing support and guidance to help you make well-informed financial decisions.
• Always accessible, we’re just a phone call away when you need advice, reassurance, or a trusted perspective.
• Our team remains attuned to legislative and economic shifts, ensuring that our recommendations are informed by the latest trends and insights in wealth management.

“Over the last 12 years John and the team, now known as Red Lion Wealth Advisory, have provided us with peace of mind in our retirement with quality, sound, friendly advice and direction as well as a complete SMSF advice and administration service.” – Steve

John Archibald

CFP®
Director
Private Wealth Manager

 

Lachlan Archibald

 

Practice & Adviser Support

Robyn McGraw

Administration  & Adviser Support- Cohuna