Contact - Agile Wealth | Expert Financial Planning Services

Get in touch and find your financial balance

You’re welcome to contact Agile Wealth and book an introduction. We service clients from the Sunshine Coast & Brisbane to Gladstone and offer meetings at your home, workplace, or at our offices in Buderim.

By prior arrangement we can provide in-person services to clients across Wide Bay, the Bundaberg Region and Gladstone. We also provide virtual services to clients nationwide including FIFO workers

You can use the details below to get in touch and pre-book a meeting with our friendly advisors.

We charge $375 for initial consultation meetings which can be applied to advice and administration fees when you engage our services. We suggest you allow at least 90 minutes for your initial meeting

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