Allegra Wealth

Allegra was founded in Canberra by Grant Alleyn in 2012. Together with Mitch Webster and supporting professionals, the firm serves executives, business owners, self-funded retirees and selected not-for-profits through annual advisory relationships, scheduled meetings and individual portfolio reporting.

Allegra builds continuing relationships with clients seeking help across several parts of their financial lives.

Many Allegra clients have demanding careers, family commitments and assets spread across several accounts. Their questions are rarely limited to a single investment product. Grant and Mitch begin with the client's intended lifestyle and responsibilities, then consider how savings, superannuation and other investments could support those goals.

Investment portfolios are designed around individual circumstances, including diversification, liquidity, time horizon and the degree of volatility the household is prepared to accept. A person still accumulating wealth may need a different structure from a self-funded retiree who relies on assets for regular expenses.

Clients can review their plans through scheduled meetings, online portfolio information and tailored reports. The advisers also coordinate with accountants, brokers and lawyers where financial decisions intersect with other professional matters. This continuity makes it easier to revisit choices as clients' working lives and family needs evolve.