About Me

Bret still remembers the pivotal moment in his career, indeed his life.

It arrived in February 1995, after his studies where Law had evolved into a Bachelor of Business. Bret was offered two roles on the same day. Had he pursued the higher-paying role, today Bret would now be a Government Auditor. Instead, he took the opportunity in Financial Planning. Whereas the Law was generally about conflict and a negotiation, he quickly realised Financial Planning was about helping people, guiding them and being on their side to create outcomes where everybody benefits.

Bret accepted a job but discovered his calling.

From early in his career, Bret has found greater satisfaction seeing people live their dreams than in helping them hit financial milestones. Money is important as the enabler, not the outcome.

This balanced approach comes from Bret’s parents who were a big influence on him - Mum was empathetic and caring, generous. Dad, a Supreme Court Judge, was pragmatic and analytical. The combination of these attributes is evident in the team and clients of Ambrose Advisory today.

Today Bret is the Principal of Ambrose Advisory, a Practice that specialises in organising and coordinating the personal financial affairs for families, widows and professionals - Partners and Barristers. The essence of the Practice's philosophy – to help you make smart choices about your money and enjoy great quality of life – is the alignment of your financial choices behind what is most important to you; your values.

Viewed from a values-based framework, financial advice is not an investment product, a percentage return or a quick tax fix.

To the contrary, financial advice is founded on clarifying what is important to you, clearly defining your outcomes and helping you align your choices with respect to investments, risks and tax through ongoing, thoughtful and considered planning.

Helping you achieve greater freedom to pursue your passions, to spend more time with those you love rather than oversee, think or worry about your money is what we do.