The Financial Planning Association of Australia The Financial Planning Association of Australia

Bret Ambrose, CFP®


Name Bret Ambrose, CFP®
Company Ambrose Advisory
Address 40 Ashgrove Avenue
Ashgrove, QLD 4060
Phone 07 3833 9699
Mobile 0419719285
Email [email protected]
Website http://www.ambroseadvisory.com.au

THE INTRODUCTION TO FINANCIAL PLANNING
Bret still remembers the pivotal moment in his career, indeed his life. It arrived in February 1995, after his studies, where Law had evolved into a Bachelor of Business; Bret was offered two jobs on the same day. Had he pursued the higher-paying role, today Bret would now be a State Government Auditor. Instead, he took the opportunity in Financial Planning.

Whereas the Law was generally about conflict, he quickly realised Financial Planning was about helping people, guiding them and being on their side to create outcomes where everybody benefits. Bret accepted a job, but discovered his calling.

From early in his career, Bret has found greater satisfaction seeing people live their dreams than in helping them hit financial milestones. Money is important as the enabler, not the outcome. This balanced approach comes from Bret’s parents, who were a big influence on him – Mum was empathetic and caring; generous with no expectation of return. Dad, a Supreme Court Judge, was pragmatic and analytical. The combination is evident in the team and clients of Ambrose Advisory today.

AND TODAY
Bret is the Principal of Ambrose Advisory, a practice that specialises in organising and coordinating the personal financial affairs for Barristers, small business owners, executives and partners.

The Practice helps clients address the primary concerns of the wealthy when it comes to money;
• preserving wealth,
• mitigating tax through strategic advice,
• taking care of their heirs,
• protecting assets from erosion, and
• making a difference through charitable giving.

Bret established Ambrose Advisory in 2016 after the partners of edc wealth management, which he co-founded in 2001, decided to forge separate business directions. Today Bret personally serves a small community of clients with more than $100 million in assets. He uses a consultative approach to planning based upon gaining a deep understanding of client values & goals.

From this foundation, Bret employs a coordinated team approach to create a personalised & comprehensive plan, keeping clients and their advisers accountable to consistently implement the plan.

The role at Ambrose Advisory is to help you, along with all your advisers, to consistently implement your plan so that you completely organise and coordinate your family wealth. No matter what happens in markets, the economy or the world, as your advisors, we help you achieve your goals.

When not working Bret enjoys time with his family, live music, surfing and enjoying the space and fresh air at the family farm near Boonah.

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