Personal Service
With clients nationwide, we’re proud to be a leading financial advice firm where advice is a partnership built to last.
Eightfold Advisory represents alignment. In life and in wealth, decisions are rarely isolated. Family, business, investments and legacy are interconnected. We believe advice should reflect that reality where its considered in full, structured thoughtfully and aligned deliberately.
Eightfold speaks to continuity. Like the infinity symbol, it represents enduring relationships and long-term thinking.
They say it takes a Village
Ours is made up of experienced, thoughtful professionals who have spent decades building, leading and supporting advice businesses providing valuable advice to clients across generations. That depth allows us to bring both strategic perspective and operational understanding to the work we do for our clients.
Testimonials are based on individual experiences and may not be representative of all client outcomes.
Michelle Eagle
"Our experience with Ben has always been exceptionally positive. Ben has guided us through the planning for the financial preparations of retirement. He has always been patient and considerate as we worked through the various options. Ben is very down to earth and is able to explain complex decisions so that we feel absolutely confident in his advice."
William Tobias
"My wife and I have just concluded our annual financial review with Ben Whitwell from FinAdvice Financial Planning (now Eightfold Advisory). We have had an exceptional relationship with Ben and his staff over many years. Ben and the front office staff have always been most courteous and helpful whenever we have needed their services. As we live in Queensland and Ben in NSW Ben and his staff have always made it easy to access them through emails phone calls and zoom meetings.
We recommend them without hesitation to anyone seeking professional financial advice delivered in a very personal, professional manner."
Neryle Smurthwaite
"Extremely professional. Willingly goes above and beyond to provide quality individual customer service in a friendly manner."
Bret Higgins
"In a very short time, Ben has informed, acted and produced pathways for our retirement. He and his staff have worked diligently to make our transition from work to 'life after work' so very simple. We have been so lucky to find Fin Advice Financial Planning."
Tim James
"I have found the team at Eightfold to be committed, trusted professionals who have significantly helped grow my financial portfolio and reshape my retirement and income strategy. I have no hesitation in recommending them to anyone who is looking for a highly supportive team to assist them with financial advice and assistance. Their unique client centred approach clearly sets them apart from other financial firms."
Andrew Crawshaw
"Karam has helped me achieved confidence in the future through a successful wealth generation program. Their advisers are knowledgeable and approachable and are proactive in seeking out sensible investments. Furthermore, they keep a watchful eye on the funds invested so that I am always able to take advantage of new opportunities. I highly recommend them."
Stories from our Members
What's Caught Our Eye
Finding Purpose in Retirement - Ikigai
Retirement can be a double-edged sword. For some, it's a golden era of relaxation and leisure. For others, it can feel like a loss of identity and purpose. In Australia, the traditional concept of retirement often revolves around financial freedom, travel, and the long-awaited ability to "do nothing." While these are certainly appealing goals, they may lack a deeper sense of fulfilment.
In contrast, Japan's approach to life after work offers a profoundly different perspective, one rooted in the philosophy of ikigai, which challenges us to think about purpose, community, and meaning in new ways.
The Psychology of Money
The Psychology of Money by Morgan Housel is not a new release, but it keeps finding its way back into conversations for good reason. Housel's core argument is disarmingly simple: doing well with money has less to do with knowledge than it does with behaviour. How you respond to fear, how patient you can be, and how honest you are with yourself about what you actually want from life, matter far more than any investment strategy.
It is the kind of book that does not tell you what to buy or sell. It just quietly reframes how you think. And that, more often than not, is where the real work is.
Worth a read if you have not already, and worth a reread if you have.
