BADGERY

WEALTH MANAGEMENT

At Badgery Wealth Management, we are dedicated to helping individuals and families achieve financial security and long-term success. With over 25 years of experience, we combine trusted family values with expert financial planning to deliver tailored solutions that stand the test of time.

Our Services

At Badgery Wealth Management, we offer a comprehensive suite of financial services tailored to your needs:

  • Build a secure future with expert investment strategies and low-fee, direct share portfolios.

  • Achieve a financially secure and tax free retirement with personalised solutions.

  • Take control of your super, make it work harder with tax free strategies and compounding returns

  • Ensure financial security for your family with adequate personal insurance and an effective tax minimisation strategy for your estate.

  • Maximise the growth of your assets with tailored tax strategies to reduce Capital Gains Tax (CGT) and income tax liabilities.

Meet the Team

  • A smiling middle-aged man in a navy suit, white shirt, and red striped tie against a plain, light background.

    Andrew Badgery

    DIRECTOR

    B.Ag.Ec., Dip FP, MFAAA, Ag Economist

    Financial Adviser & Certified Financial Planner

    Solutions 2 Retirement Pty Ltd

  • A smiling blonde woman in a white blazer with a blurred neutral background.

    Heidi Badgery

    CHIEF OPERATING OFFICER (COO)

    Operational Leadership, Client Experience Management.

    Solutions 2 Retirement Pty Ltd

  • Young man with brown hair, glasses, wearing a beige suit, pink striped shirt, and red tie, standing against a plain white and gray gradient background.

    Henry Badgery

    AUTHORISED REPRESENTATIVE

    BCom (Liberal Studies)

    Solutions 2 Retirement Pty Ltd

  • A young man with wavy brown hair dressed in a black suit, white shirt, and patterned tie smiling at the camera against a plain background with gradient lighting.

    Darcy Badgery

    FINANCIAL ADVISOR

    BCom (Liberal Studies), Dip FP, Assoc MFAAA

    Solutions 2 Retirement Pty Ltd

Expertise

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Family

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Trust

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Expertise · Family · Trust ·

About Us

Badgery Wealth Management is built on a legacy of trust, expertise, and family-oriented service. Founded by Andrew Badgery, an Ag Economist and Certified Financial Planner with over 25 years of experience, our firm has guided thousands of clients toward financial stability and success. We take pride in our personal approach, combining deep industry knowledge with a commitment to building lasting relationships.

Client Success Stories

  • "Andrew’s understanding of a farmer’s perspective ensured our needs were met and outcomes maximised. Thanks to his advice, we navigated financial challenges, secured government support, and grew our retirement fund. Today, we enjoy financial stability, a thriving family business, and a secure future close to our loved ones."

    - Terry and Cecily Hayes

  • “As a new client Andrew has helped me out greatly with setting up an investment and saving plan, with no initial start up fee. He also recently invited me to his catered annual investment conference at his expense with no locked in commitments. This was great as a new client, I was able to better understand the direction we were taking in my investments in 2022 and beyond. Also I could liaise with some long term clients of Andrew's and get a feeling of security after hearing how pleased they are with his service through the years.”

    - Anonymous, Camden, NSW

  • "I personally can not fault Andrew, other than he should live next door to us. I look forward to an ongoing business relationship with us although he and his family feel like family. That is how how “they” treat us. Forever grateful and always appreciated. Andrew is always approachable and always has good advice to enable our own decision making. Remarkable and unique these days. We are proud to be involved with Andrew and now his wonderful business partners Darcy and Henry!!"

    - Susan

What We Stand For

Trust and Reliability

Transparent and dependable service you can count on.

Family Values

A personalised approach rooted in care and understanding.

Expertise and Performance

Proven strategies to maximise returns and minimise risk.

Education and Empowerment

We lift the knowledge and skills of our clients, giving them the confidence to invest in direct shares through our annual client investment conference. We have some of the top economists and investment managers in the country present at our conference each year.

Our Investment Consultants

  • A middle-aged man with gray hair wearing a dark blazer and light blue shirt, standing in front of a bookshelf.

    Chris Watling

    World renowned macroeconomist and Founder of Longview Economics. Chris delivers cutting edge market analysis and trading concepts.

  • Close-up portrait of a middle-aged man with gray hair, wearing a suit and tie, smiling slightly in a professional setting.

    Jonathan Pain

    Author of The Pain Report, Jonathan provides an independent perspective on key economic and political events moving global financial markets.

  • A man with curly hair wearing glasses and a light pink shirt, smiling at the camera against a dark background.

    Tim Farrelly

    Fosters a dynamic, forward-looking approach to asset allocation, a key driver of portfolio construction and quality results for investors.

Let’s work together.

Interested in working together? Fill out some info and Andrew Badgery will be in touch shortly!