We are here
to help you achieve your

WEALTH POTENTIAL

GOAL • PLAN • LIVE

WHO WE ARE

We offer quality advice on how to manage your finances to maximise your returns.

SERVICES

We can help you manage your finances so you can live the comfortable financial future you deserve.

Allow us to introduce

OURSELVES

Realise Wealth Group is a Financial Planning firm that provides a complete Financial Solution for all clients. We will help you identify your Goals, put a Plan in place to achieve them and most importantly allow you to Live your life without worrying about your financial future.

We provide complete financial planning solutions for our clients.  There are an infinite number of situations and variations that can occur and as such we treat every single client as a complete individual situation.

To find out how we can help you, please feel free to contact us by phone or email.

GOAL • PLAN • LIVE

CONTACT US

HOW CAN WE HELP?

In order for us to help you, we need a little information on who you are, what your financial circumstances are, and what outcome you would like with us.

Wealth Accumulators

35-50 Year olds. Children, mortgage stress, growing wealth, Insurance needs. 

Business Owners

Succession Planning, insurance needs, strategic advice. 

Pre-retirees

Setting yourself up for retirement. 

Retirees

Advice on maintaining your standard of living. 

SHOW ME HOW

I was introduced to Tim prior to my retirement and I found his services invaluable in helping me to make the change so easily when the time came. I have also been more than happy with the investment returns.

Helen (Retiree)

Since my husband and I first sought financial planning guidance from Tim, we have benefited from his advice on cash flow management, investment options and policies, life insurance, superannuation accounts and taxation issues. Tim always provides us with expert advice, timely follow-up and thoughtful guidance on our increasingly complex financial decisions. Tim listens and works closely with us and also understands that life doesn’t always go according to plan - he can provide advice that responds to our personal and family needs.  As well, Tim has ensured that we follow through on important financial decisions.  Since obtaining advice we feel more on track to meet our goals.

Sarah and Shane (Wealth Accumulators)

We strongly recommend Tim not only as a considered financial advisor but as a practical clear thinking person who has the interest of his clients as the highest priority. We feel very comfortable mapping our future financial goals with Tim's input and direction going forward.

Peter and Maria (Pre Retiree)

MEET THE TEAM

Realise Wealth Group was founded by Tim Campbell in 2013. Since this time Tim has grown the business extensively through his personal networks, former clients and also via referrals from existing clients and business partners.

Realise Wealth Group is a Financial Planning firm that provides a complete Financial Solution for all clients. We will help you identify your Goals, put a Plan in place to achieve them and most importantly allow you to Live your life without worrying about your financial future.

GOAL • PLAN • LIVE

Tim Campbell

Director / Financial Advisor

I have been a Financial Planner since 2005 providing holistic advice to a wide range of clients including Wealth Accumulators, High Net Worth Individuals and Pre & Post Retirees. I also have extensive experience with Business Owners and Directors.

My passion is to ensure that I not only place my clients in the best possible financial position, but also importantly, educate them so as that they feel comfortable and confident that they’re on the right track.

I would love the opportunity to sit down with you to review your situation.

Education

I have a Bachelor of Business from RMIT where I majored in Economics and Finance. I have also recently completed post graduate studies through the Financial Planning Association of Australia and am now a Certified Financial Planner CFP®; The highest educational standard worldwide for Financial Planners.

Linda Jongebloed

Client Services

I have been working in the financial services industry for over 30 years, including providing executive support to banking General Managers for the past 15 years. I thrive on understanding our clients’ needs and assisting Tim to deliver their desired outcomes

I look forward to assisting you as a client of Realise Wealth Group to ensure that your experience is as seamless and prosperous as possible.

CONTACT US

Not sure exactly what you need? Unsure how to proceed, or do you just need advice?
We can help. Fill out the form below to send us an email and we will get back to you as soon as possible

Enquiry Form

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PO Box 270, Ascot Vale 3032
89 Union Rd, Ascot Vale 3032
03 9111 5152
Campbell Family Trust (ABN 81 964 021 004), trading as Realise Wealth Group is an authorised representative and credit representative of Charter Financial Planning, Australian Financial Services Licensee and Australian Credit Licensee.