About Us
Trusted advisors who connect your financial world.
Everything we do comes back to one idea: realising potential powered by numbers. We believe in financial clarity that drives confident decisions and lasting outcomes.
Guidance that makes complexity simple.
We’ll simplify the complex, align every moving part of your financial world, and keep you informed every step of the way. You’ll always know where you stand, what comes next, and why. We’re not afraid to be vulnerable, or share bold ideas, as long as we’re helping solve your most pressing problems. With deep experience across business, wealth, tax and strategy, we help you rise above complexity and make confident decisions.
Advice that works as one.
We bring every perspective together to serve your goals. We’re multi-lens, cohesive and proactive. Your Satori team; financial planner, tax strategist and lending specialist, meet regularly to discuss your goals, opportunities and next steps. And when you need additional, more specialist support, we connect you with our curated network of specialists – from legal and insurance professionals to estate planners and valuers – so every piece of advice aligns to your strategy. It’s advice without silos. Results without friction.
Meet your team.
Our clients tell us we’re warm, attentive and refreshingly human. There’s no ego here. Just a team committed to realising your goals, not ours.
Tim Hobart
CEO
“I wanted to thank all our wonderful clients for coming on this journey with us. We have a unique engagement offering and being aligned with our unique clients has been so rewarding. I’m delighted to welcome Josh Perkins and Brett Piercy to sit alongside May Chong and myself in the ownership group. Brett and Josh bring over 50 years’ experience in, tax, tech and financial services. Together we will be delivering some truly innovative solutions. We are committed to raising the bar for building client’s wealth and making their life easier.”
Tim Hobart
COO
“We love our clients and we’re committed to ensuring our solutions reflect their needs and save them valuable time. We want to ensure we’re delivering exceptional value in a friction free fashion. The name change is our commitment to delivering on this fresh approach. The future is focused on better wealth discussions, better wealth solutions and a much clearer path toward delivering on client goals.”
May Chong
Head of Lending
“I’m thrilled to embark on this next chapter of our business growth with our new owners and our new brand. The last 12 years has proven that adding lending to tax and wealth solutions for our clients has been powerful. I’m so proud of the results we achieved for clients. I’m excited to be rolling out our next major re-brand being the re-naming of CXC’s Launch Money business early this year.“
Brett Piercy
Head of Tax Strategy
“The modern advisor practice needs to be malleable and fluid to work around our clients’ objectives. The Satori model embraces the idea that as advisors we can no longer operate in silos. We are doing away with fragmented advisory and moving to the modern model of advisory that embraces ‘multi-lens’ problem solving. We think that it’s time for advisors to work smarter, more cohesively and to orientate their services around the client’s need rather than the current inefficient way that things are done in our industry.”
Who we’re for.
Our clients don’t come to us for cookie-cutter solutions. They come for clarity – powered by numbers and anchored in purpose. We work with professionals, entrepreneurs, family groups and retirees who want to feel confident in their financial direction. Many are doing well, but seek clearer structure and accountability. Whether you want to accelerate growth, transition to independence or simplify your financial life, we’ll help you take deliberate, effective action.
Our commitment to you.
With us, it’s never just about the numbers – it’s about how those numbers can fund the life you want. You’ll feel organised, optimistic and in control. That’s what progress looks like. Here’s what you can expect from us…
- Transparency in fees and communication.
- Tailored engagement for your needs and timing.
- Senior advisor access, mostly directly with the owners themselves and clear accountability.
- Decisions guided by evidence, not assumptions.
Hear from our clients.
“I cannot recommend Tim and Satori Advisory more highly. From our very first interaction I knew we were in the best hands.
Tim is unlike any other financial planner we have encountered.
The service Tim’s team offers is more than what you would expect financial planning to be. Tim has a holistic approach, is deeply strategic and incredible at empowering you to reach your wealth goals by genuinely understanding your personal objectives.
Tim has always made our relationship feel like a partnership and never a transaction. Not only is Tim incredibly knowledgeable, he is both a genuine and authentic person who cares about the success of his clients”
“Satori Advisory are so unique. They take such a refreshing approach to tax and accounting work. They have never given me any tax surprises and always been proactive with telling me what I need to know before I know the questions to ask. They always deliver above and beyond what was asked. Their depth and breadth of business strategic knowledge is staggering. Being 20 years in business himself Tim, Brett and the team are focused on watching my business grow and my personal wealth”
“As a very satisfied client of Satory Advisory, I can speak with confidence about their commitment to each and every client – no matter how big or small – and deliver results. Particular care is taken to understand the client’s individual needs and goals but most telling of all, in one scenario I received advice from them that did not benefit CXC FP at all. This is a company you can really trust.”
Featured insights.
Health & Wealth: We sit down with Elite Performance Coach, Rich Burrows
In this session we chat to Rich Burrows, an Elite Performance Coach and owner of Performance Breathing Australia – a Noosa based coaching business which…
Franking credits – why they’re important to consider
TAX & ACCOUNTING Update: The following general information is provided by the tax and accounting team at Satori Advisory Pty Ltd. Franking credits were introduced…
Financial Markets Update December 2015
With 2015 drawing to a close now is a good time to reflect on the year that was and consider what’s in store for 2016.…
FAQs
Who will I work with at Satori?
You’ll have a small, senior team with one lead advisor supported by our specialists.
How often will we meet?
Typically, one to two formal meetings a year, plus ad-hoc contact as needed.
Do you work with my accountant or lawyer?
Yes, we can collaborate with existing advisors to align your financial plan.
Meet your financial clarity partners.
You’ve seen how we think – now let’s talk about your goals. Book a Discovery Meeting or call to start a conversation that matters.
Prefer email? Reach us anytime at [email protected]