Relate Financial Group

Specialising in personal financial advice for business owners. We help you build and protect your wealth so you can focus on your business and enjoy life.

Are you too busy running your own business that you struggle to spend enough time doing the things you want to do, let alone looking after your personal finances as well?

Do you know that you need help but you don't know who understands the additional challenges you face as a business owner?

Welcome to RELATE Financial Group. We are experts in identifying critical issues and finding solutions for self-employed people like you.

Our systems, processes and advice empowers and guides business owners like you to become financially successful and secure, so they can focus on their business and spend more time doing the things they love.

We can help you get in control of your finances, build and protect your wealth tax effectively, fund a great retirement and leave a legacy for your family.

Check out our website - our free Discovery workshops are the perfect way to start the journey.

BRAT Invest Pty Ltd (ABN 14 164 048 766), trading as RELATE Financial Group is an authorised representative and credit representative of Charter Financial Planning Pty Ltd, Australian Financial Services Licensee and Australian Credit Licensee