Timothy Hobart CFP®
About Me
I'm Tim, CEO and Co-Founder of Satori Advisory. I help growth minded business owners, pre-retirees and retirees bring their entire financial world into one clear, workable plan.
After years advising entrepreneurs and high wealth families, I’ve seen the same challenges come up again and again: Your tax, business, wealth and lending decisions are all happening in silos. You’re making big calls with incomplete information and no clear roadmap. You’re successful on paper, but you still don’t feel fully in control or confident about what’s next. The result is a sense of friction and uncertainty. You work hard, there are moving parts everywhere, but it’s not obvious how it all connects, or whether you’re truly on track for the life you want.
At Satori Advisory, we exist to change that. We integrate tax, business, wealth and lending into a single strategy, backed by real numbers and a clear sequence of actions. Our purpose is simple: to help people and businesses realise their potential, powered by numbers.
When I work with clients, my focus is to:
Understand their story, ambitions and constraints before talking solutions.
Connect the dots between entities, structures, cashflow, investments and debt.
Model scenarios so decisions feel informed, not reactive.
Turn strategy into a practical roadmap we can implement together over time.
My style is calm, honest and direct. Clients work with me because they want someone who will ask hard questions, challenge assumptions, and then walk beside them as their world becomes more organised, predictable and in control.
If you are:
Building or scaling a business and want a financial partner who “gets” the bigger picture,
Approaching financial independence and want clarity on “Do I have enough, and by when?”, or
Looking for trusted, long-term support for your family’s wealth and legacy,
I’m always open to a conversation. Let's have a chat at tim.hobart@satoriadvisory.com.au or visit satoriadvisory.com.au.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Advanced Diploma
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Years of Experience 23 Years
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Advice Fees From $5,000