About Agile Wealth

Financial Advice with Over 30 Years' Experience

Building your wealth and creating the life you’ve been dreaming of takes patience and practice. Backed by more than 30 years of industry experience, our professional financial advisors craft tailored solutions that allow you to achieve balance, pursue your goals and secure your future.

Meet the Agile Wealth Team

Richard Elmes

Founder

Gesamay Lou Barit

COO

Kristy Whittington

Paraplanner Services

Miravenice Orlanes

Support

What Our Clients Say

Highly recommend Richard Elmes for getting our finances on track, something we've been putting off for years. I never had the time and didn't know where to start but Richard made it so easy, lots of options, very knowledgeable and professional

We have found Richard professional in his dealings. Extremely knowledgeable of the finance industry and efficient in finding solutions that work for us. From our experience we would highly recommend Richard as a Financial Adviser.

We have dealt with Richard, as our financial advisor, for the past three years and have found him to be extremely knowledgeable and reliable and up to date with all of the current trends.

I have known Richard for some years. He has impressed me with his professional warm approach, so much that I have recommended Richard to family & friends. Richard is very experienced, a person of great knowledge, skill and integrity. It’s comforting to know he is on our side and just a phone call away any time

Meet our founder, Richard Elmes

Agile Wealth was brought to life in 2020 by Richard Elmes. It was founded on a real passion for helping people to build brighter futures through wealth.

While our services have evolved, our commitment to our clients’ wellbeing is unchanged. We don’t build wealth for its own sake. We build wealth and make your money work harder so that you can provide for your family, secure your retirement and enjoy life along the way.

Our industry experience spans over 30 years, with Richard holding positions at some of the world’s largest financial services companies. With roles including investment banking at Credit Suisse and Morgan Stanley and project consulting with Macquarie Bank, CBA and Superconcepts, Richard has had a front row seat to everything the industry has to offer.

As a professional financial advisor since 2017, Richard founded Agile Wealth to provide unbiased advice. We help our clients find the perfect balance between today’s goals and tomorrow’s needs. As a member of the Financial Advice Association of Australia and the SMSF Association, Richard can design a plan for every stage of your life, allowing you to identify your goals and dare to dream.

Education

The advice provided by Agile Wealth is based on more than Richard’s decades of experience. It’s also backed by the highest educational standards. As a professional financial advisor, Richard holds a Masters in Financial Planning from Griffith University with academic awards and a Bachelor of Science from the Open University in the UK. Richard has been a finalist in innovation awards within the financial advice industry. These formal qualifications and awards mean that our advice is perfectly placed to help you take charge of your life and plan for a comfortable, secure future.

Get in touch with Agile Wealth today!

Wherever you’re at in life, our advisors can tailor a financial plan that allows you to dream.

Why You Should Choose Agile Wealth

Professional and Collaborative Approach

We work closely with our clients. This collaborative process means we’re equipped to build your wealth and the future you’re dreaming of.

Backed by Over 30 Years of Experience

Our approach to advice is driven by more than 30 years of industry experience in helping clients achieve their financial goals.

Built on Integrity, Honesty and Trust

Trust is at the heart of everything we do. Our work is transparent, and we’re always nearby if you need honest advice about your situation.

Our Values

Agile

Maintaining a balance means adjusting your plans as and when your life changes. We aim to help you take control of your money and build your agility so that you’re always ready to navigate life’s challenges. With strategic planning and expert advice, we can craft a plan that allows you to pursue every opportunity to secure your future.

Empowerment

In life, we believe you get out what you put in. Through our financial advice, we can empower you to take control of your money, identify your true goals and do more with every opportunity. This is a key part of financial freedom, and we’re committed to helping you do more everyday while still having a plan in place for tomorrow.

Balance & Wellbeing

Your financial health is closely linked to your physical and mental wellbeing. We take an integrated approach to financial advice that ensures you’re looking after yourself. Our team considers every part of your life, including physical health, and that allows us to build long-term relationships that protect you and your family’s wellbeing.

Fairness & Trust

Agile Wealth always provides unbiased, professional advice. We are not aligned to any institutions. That means we operate free from direct or indirect restrictions, and that our recommendations are based on your best interests. If you’re unsure, our process is fully transparent, so you can see how our advice benefits your wealth.

We help you identify your real goals and objectives so you can dare to dream.

Contact Us Today

Now is the best time to take control of your finances and plan for the future. Contact Agile Wealth today to make an appointment with our professional financial advisors.