Your retirement partners
Our mission guides everything we do. We provide Australia's best retirement-focused financial advice.
About us
With over 20 years of experience working in two of Australia’s largest financial advice firms, we know the retirees and pre-retirees of Australia deserve something better.
We live and breathe retirement everyday. We want Wattle to be the leading retirement financial advice brand in Australia.
Having advised over 1,000 families, there are few financial advisers in the country that have a legacy as long, and extensive as Wattle.
Our history
Your team
Every client of Wattle will work directly with one of our directors, Jamie or Drew. We have experienced client service, paraplanning and advice teams who will support you along your journey.
The Investment Team
As a partner to Wattle, Atchison serves as our asset consultant and investment manager. With over 25 years of experience, the team provides expertise in portfolio construction, asset allocation and investment strategy. Their data-driven approach and independence ensures Wattle clients benefit with a resilient, well-governed portfolio designed to support financial outcomes through every stage of retirement.
