Richard Elmes profile photo

Richard Elmes

Agile Wealth Pty Ltd

Silver
7 Yrs Experience
Buderim, QLD 4556

We want you to have a balance of living today, with a plan for tomorrow. Agile Wealth is a professional financial advisory firm that’s led by Richard Elmes. With over 30 years’ experience in investment banking, business consulting and financial advice at some of the world’s leading firms, Richard can develop a solution for every stage of your life. From our younger clients starting out on their investment journey, to families looking to get ahead or planning for retirement we can help you with a genuine passion to see you get ahead and take control of your financial affairs.

The team at Agile Wealth works a little differently. We’re focused on helping you build the life you want to live, now and in the future. We do that by developing tailored financial plans that solve problems and put you in control of your money. It’s not about building wealth for the sake of it – we’re here to make sure you’re in a position to achieve your goals and look after your family for the long term.

As a professional financial advisor, Richard relies on his experience to make a real difference. When we say that your success is our success, we mean it. Whatever you’re looking to achieve, we’re here to be your partner and provide services that offer you the freedom to enjoy your life and pursue your goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
My fees
Get in touch

To be fair to all clients, we do not provide free services and charge an initial consultation fee of $375 so we do not have to add this cost to other fees.

At a glance

  • Adviser status Silver
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Agile Wealth Pty Ltd

Suite 9, 3-5 Ballinger Rd
Buderim, QLD 4556

Opening hours

  • 8:30am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Advice Evolution

AFSL 342880