Services
Financial advisory services working as one.
Your best financial decisions happen when every part of your financial life works together. Satori brings wealth, tax and lending into one cohesive plan, designed to help you build and protect prosperity with confidence.
Why financial integration matters.
Traditional advice works in silos. We don’t. By connecting wealth, tax and lending, we reveal opportunities others miss – ensuring each decision supports the next. Integration saves time, reduces complexity and improves outcomes.
We don’t push products. We model possibilities – presenting options that are pragmatic, tailored and aligned with what matters most to you. Satori is your trusted financial guide – calm, wise and completely committed to growing your prosperity.
Choose your pathway.
Start where you need help most, or let us connect the whole picture.
How we work with you.
We get it. You’re busy, your life is full and your time is valuable. So we make working together as smooth as possible. We’re clear about fees. We’re respectful of your time. And we work with momentum, executing on your strategic roadmap to realise your goals sooner. Whether you want a low-touch relationship or regular check-ins, we flex to suit your preferences. Behind the scenes, we’re actively managing, thinking ahead and taking action. Our goal is to remove the burden – so you can focus on living well, knowing we’ve got the rest covered.
3 steps to financial clarity.
- Discovery Meeting: We understand your current position and ambitions.
- Identify Opportunities: Our integrated team finds ways to improve and align.
- Present Strategy: You receive a clear financial roadmap with measurable value.
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.”
“Satori Advisory have provided us with outstanding financial advice and services tailored specifically to our needs.”
“Our money has never been working harder for us, and the advice taken has opened up a whole new world of wealth accumulation opportunities we never thought possible.”
Frequently Asked Questions
What does “integrated financial advice” actually mean?
It means your wealth, tax and lending strategies are designed and managed together – not in isolation. Each decision supports the next, creating one clear roadmap to reach your financial goals.
Can I engage Satori for just one service, like tax or lending?
Absolutely. Many clients start with one service area and expand once they see the benefits of an integrated approach. Every service is designed to stand alone or connect seamlessly with the others.
How is Satori different from a traditional financial planner or accountant?
Traditional advice often happens in silos; a planner here, an accountant there, a broker somewhere else. Satori brings all three under one roof, ensuring advice is connected, efficient and strategic.
What’s included in a Discovery Meeting?
Your first meeting is complimentary and focused on understanding your goals, priorities and current financial position. We’ll explore where we can add measurable value and provide a clear view of next steps.
Do I need to have a certain level of income or wealth to work with Satori?
No. What matters most is your mindset – you’re ready to take a proactive, structured approach to your financial future. We tailor our advice to fit your stage, complexity and goals.
How does Satori ensure all areas of advice stay aligned?
Our advisors meet regularly across wealth, tax and lending to review your plan, assess performance and identify new opportunities. This ensures every part of your financial life stays connected and current.
Discover how integrated financial advice can work for you
Discover the clarity that comes from connecting wealth, tax and lending into one coordinated plan.