Brocktons Independent Advisory

Brocktons Independent Advisory is a Canberra independent practice led by Susannah Kulincevic and Daniel Brammall. It offers investment, retirement, superannuation, risk and estate advice under hourly or fixed-fee engagements.

Brocktons places particular emphasis on independent advice and transparent fees. Clients may seek help with an immediate question or establish a longer-term advisory engagement.

Its investment and wealth work includes portfolio strategy, retirement planning, superannuation and SMSFs. Advisers consider how existing assets are used, the client's appetite for risk and the intended timing of future spending. SMSF questions involve the responsibilities of running a fund as well as investment choices.

A significant part of the practice also addresses life events. Redundancy, a career change, salary packaging, business succession and inheritance may require financial strategies to be revised. Where legal or tax work is needed, Brocktons can coordinate with appropriately qualified specialists while retaining a clear focus on financial advice.

Clients can begin with an introductory call about their questions. The practice offers hourly or agreed fixed-fee services and ongoing arrangements where suitable. Written advice and direct explanations are intended to help clients understand the options, responsibilities and practical steps involved before making decisions.