Every member of our team believes that by bringing truth and understanding to the financial choices you make everyday, we can help people live richly. We believe that advice from an independent financial planner helps find the best solutions for you, without fear of compromise or conflict. Meet our team of passionate, experienced professionals who work each day to improve the lives of our clients and to transform your financial story.
Felicity Cooper is the business owner and award-winning adviser behind Cooper Wealth Management. With a master's degree in financial planning and a background in accounting, she knows exactly how to optimize outcomes for her clients. Before starting her own agency, she built a name for herself at some of the top financial planning firms in Australia, including JBWere, Goldman Sachs, and Macquarie and Morgans.
Felicity Cooper is the business owner and award-winning adviser behind Cooper Wealth Management. With a master's degree in financial planning and a background in accounting, she knows exactly how to optimize outcomes for her clients. Before starting her own agency, she built a name for herself at some of the top financial planning firms in Australia, including JBWere, Goldman Sachs, and Macquarie and Morgans.
Services
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Instead of spending our marketing budget on flashy TV ads, long lunches or PR stunts, we prefer to invest our time and money showing you how we can help you make the most of your financial situation. Demonstrating our skills IS our best advertising. Try it, and you'll see why. There are no hidden catches, and no commitments.
How We Help
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As your financial planner, the team at Cooper Wealth Management help you create and manage that money to ensure you'll be in the best position to live that life. Every person need a different strategy. One that takes into account their fears and dreams about money, an honest assessment of where you are and where you want to get to.
Aged Care
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You just want to know your loved ones will be happy if they are going in to Aged Care, not worried about the financial implications. Moving a loved one into residential aged care can be a stressful time for the resident and family members, both emotionally and financially. Often the above decisions are made at a stressful time and without a great understanding of how your choices will impact on your long-term cash flow.
Investments
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In a world of lower interest rates, and lower growth making sure you're in the right investments is more important than ever. At Cooper Wealth Management, we focus on enhancing returns and identifying the risks to your investment strategy. Asset Allocation: We start with working out an asset allocation strategy that gives you a balance of asset types, including managing the balance of cash, fixed interest, property exposure and equities.
Insurance
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Insurance is one of those things you hope you'll never need, but if you ever have an accident, long term illness or death in the family, is also one of the biggest inputs into the quality of lifestyle after such an event. You protect your house, your car, your contents, but have you made sure you protect the most important thing?
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