Kubera Wealth

Kubera Wealth is a financial planning company dedicated to helping you live the life you desire. We believe in uncovering your most deeply held life goals and ensuring your life and money are on the same journey. Our mission is to reawaken your dreams and help you achieve what you want from life.

We are committed to providing you with personalised and comprehensive financial planning services that go beyond just managing your investments. We take the time to understand your unique circumstances, values, and aspirations. Our team of experienced and qualified financial planners work closely with you to create a customised plan that aligns your financial resources with your life goals.

At Kubera Wealth, we understand that life's big questions can be overwhelming. That's why we're here to guide you every step of the way. We'll help you navigate the steps required on the path toward your goals through multi-generational strategies and financial mentoring. We believe that financial planning is not just about achieving financial freedom, but also about living a fulfilling and meaningful life.

Services Offered

Discover You: Our first step is to help you gain perspective on what it is that you really want to achieve in your financial and personal life. We'll help you identify and harness your dreams, bringing them alive and giving you clarity on your most meaningful and deeply felt aspirations.

Aligning Strategy with Your Life Plan: Once we have a clear understanding of your dreams and aspirations, we'll look to provide clarity by asking you questions and listening intently to your answers. We'll help you understand your choices, identify targets to work towards, and validate a figure to help make these become a reality.

Assessing Where You Are in Life: We'll help you better understand your current financial situation by assessing where you are in life. We'll help you understand your real ideas, which are often unconscious, and bring them to the surface.

Our team of experienced and qualified financial planners use a range of tools and techniques to help you achieve your life goals. We'll work with you to create a comprehensive and personalised financial plan that takes into account your unique circumstances, values, and aspirations.

At Kubera Wealth, we're more than just financial planners. We're your partner in achieving the life you desire. We'll do the hard work, giving you the time you need to enjoy life. We're committed to preparing you for what happens in the future, while at the same time keeping you focused on making the best life you can create today.

Meet the Team

Our team of experienced and qualified financial planners are dedicated to helping you live the life you desire. Meet our team:

• Stuart Poonawala: Managing Director and Senior Strategic Planner
• Graeme Cowie: Director and Senior Strategic Planner
• Michelle Hoskin: Head of Operations and Business Development
• Michelle Bye: Business Manager
• Kelly Kular: Client Engagement Manager
• Jamie Sellar: APFS Chartered Financial Planner
• Georgia Creighton: Financial Adviser
• Daniel Hawes: Associate Planner
• Claire Hobbs: Client Services Manager
• Caroline Levy: Technical Specialist
• Iwan Arden: Technical Assistant
• Joe Towlson: Client Services Assistant

At Kubera Wealth, we're more than just a team of financial planners. We're a family, dedicated to helping you live the life you desire. We're here to support you every step of the way, no matter what life throws your way.