The Wealth Advisory

For generations to come…
The Wealth Advisory.

How do you evolve your brand without compromising your identity?

By staying true to who they are at their core.

The Wealth Advisory is stepping into the next chapter. With a new name that reflects a broader vision: one that moves beyond a postcode and into possibility. Formerly CBD, the brand has grown up, grown out, and grown more ambitious.

This isn’t just about finance. It’s about empowering people with the clarity, confidence, and guidance to build lives of financial independence — wherever they are.

And while the look is bolder and clearer, the core remains the same, warmth, trusted relationships built on real conversations. This is still the team that knows your story — only now, it’s telling a bigger one.