About Us

Sterling Advice is a boutique advisory business located in Marcoola. Our fully qualified advisers are Authorised Representatives of Charter Financial Planning Limited (AFSL 234665) and provide cost effective, easy to understand strategies to help our clients achieve their lifestyle and financial goals.

“We provide strategies which are designed to enhance the skills, knowledge and understanding of our clients both personal and business.  We provide expert advice in the areas of wealth accumulation, superannuation needs (including Self-Managed Funds), insurance, retirement planning and direct investment property both residential and commercial.”

What sets Sterling Advice apart from the rest

Our Financial Planners use extensive experience to tailor advice to your specific financial and lifestyle needs. We take our professional responsibilities seriously and operate ethically with technical competence, honesty and integrity. We want you to have the peace of mind that we have your investments and financial well-being as our top priority.

Fee for service 

We are strong believers in the ‘fee for service’ principle. Our clients receive a full disclosure of all fees and charges so there are no surprises!   We have an expectation of ourselves to provide you with a service that we are remunerated for – and we document the agreed services.

We’ve done the research to help you make the right choices

Sterling Advice has access to competent technical advice through our Dealer Group, Charter Financial Planning Limited. This alliance enables us to provide a sophisticated level of service to our client base that is cost efficient, both in terms of research cost and service delivery.

We offer the latest products and services in the industry

We also work closely with referring consulting advisers in risk insurance, accounting, mortgage lending and legal fields, to ensure you have the complete picture.

Call us today on 5446 3186 for an appointment or email us at info@sterlingadvice.com.au with any queries.