Agile Wealth is a professional financial advice service. Our philosophy is built on core values of Agile, Wellbeing, Empowerment and Fairness & Trust. Our objective is to help you find a sustainable financial balance. Empower you with the knowledge and confidence to take ownership of your financial future. We will support and help you find a balance, of living for today, whilst having a plan for tomorrow. This is your ‘financial freedom’ knowing that you are making the most of your financial opportunities.
Richard has followed a path in Financial Services that now spans over 30 years. From the British Private Bank, Coutts & Co, to an Investment Banking career with Credit Suisse, Richard gained expertise in financial markets and products. Richard later held business and project consulting positions principally for Macquarie Bank, CBA and specialist SMSF provider, Superconcepts. In 2017 Richard discovered his calling for Financial Advice and started the journey to create Agile Wealth.
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