One plan that connects everything
Your financial world should work as one.
At Satori, we align wealth, tax and lending to form a prosperity engine built around what matters most to you. Our approach delivers clarity, confidence and control with expert insight guiding every decision.
How we work
We start by understanding your reality and ambitions, then design a roadmap informed by data and backed by decades of strategic experience. You’ll work directly with senior advisors who think boldly, plan carefully and act decisively. We’ll help you move from uncertainty to clarity and from planning to measurable progress.
Who we're for
We partner with clients right across Australia, from our headquarters in Noosa. We look after individuals, families, entrepreneurs and business owners who value proactive, integrated financial advice. Whether you’re building wealth, planning independence or protecting what you’ve achieved, Satori gives you tailored, end-to-end advice, structure and caring support.
Where strategy meets growth
Your growth, your tax position and your debt don't sit in separate boxes — a decision in one always ripples into the others. That's why we bring wealth, tax and lending together under one roof, so nothing gets missed and every decision is working in your favour.
The one thing most advice firms simply aren't built to do.
Our Advantage
Most firms can advise you on your tax, or your investments, or your next loan. Very few are built to see how all three affect each other — and that’s exactly where most people’s best financial decisions get missed. We closed that gap, by design.
3
Disciplines, one team
Wealth, tax and lending — working from the same room, not three separate ones.
1
Integrated strategy
Not three conflicting plans stitched together after the fact.
0
Gaps left behind
Between your wealth, your tax position and your lending strategy.
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.”
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Frequently Asked Questions
Can I start with one service and add more later?
Yes. Some clients begin with one area, like tax or lending, and expand once they see the value of integration.
Do you work with clients outside Noosa?
Absolutely. We serve clients across Australia and abroad via video, or in person.
What does integrated financial advice mean?
It’s advice that brings every part of your financial life into one coordinated plan so your wealth, tax and lending decisions work together.
Start your journey to financial clarity
Whether you’re ready to take action or just want to explore what’s possible, we’ll help you find clarity in your next steps. Speak with us directly, or book a no-cost Discovery Meeting at a time that suits you.