Angel Advisory

Angel Advisory We bring experience, energy and passion to building your wealth through strategy, advice & management

linktr.ee/angeladvisory.aus Wealth is personal.

Wealth is about more than just money. It is family, friends, experiences, achievement, adventure, security, hope, legacy, love, promise and so much more. At Angel Advisory we make your wealth, our priority. Helping you build it through strategy, advice and management, while you focus on what matters most to you. We do financial advice differently to most. We aim to be more than just your advisor.

We bring experience, energy and passion. We educate, guide and advise you. But above else, we invest in you, in building a relationship that is built on trust, understanding and of course results. To discuss what wealth looks like for you and explore how we can help you build it, call us on 0423 848 608 or email [email protected]





Please note. The information we share on LinkedIn is for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the content. You should always obtain professional advice to ensure products and strategies are suitable for your circumstances.

Most Australians will face this question eventually:Do we sell the family home to pay for aged care, or not?It’s one of ...
23/06/2026

Most Australians will face this question eventually:

Do we sell the family home to pay for aged care, or not?

It’s one of the biggest financial decisions a family can make, and it usually happens during an emotional time.

The challenge is that aged care fees are more complex than most people realise. Between RADs, daily payments, means testing, super, Centrelink, and estate planning, one rushed decision can have long term consequences.

The good news is that there are strategies available, if you plan properly.

Good advice during this stage of life can make an enormous difference, financially and emotionally.

Have a read, and send it to someone who may need this conversation sooner than they think.

Link in bio.

Anne is a mum to one and someone who truly knows how to make the most of her time, in and out of the office. Weekends ar...
23/06/2026

Anne is a mum to one and someone who truly knows how to make the most of her time, in and out of the office. Weekends are non-negotiable family days, which usually means a long lunch somewhere good, home-cooked meals, and quality time with her pre-teen son. When her husband is back from his overseas work, they've always got a list of places to eat and things to explore ready to go.

22/06/2026

Is investing in Australia still worth it, or should we be going offshore?

Since 2021, Australia's productivity per unit of output has flatlined while the US keeps growing year on year. But we're a resource-rich country with a mining sector that still holds things together. The right portfolio split between Australian and international investments depends on your goals, income, and risk tolerance.

What do you think? Comment below, and visit angeladvisory.com.au to speak with one of our advisers.
General information only. Speak with a financial adviser before making any investment decisions.

18/06/2026

ETFs vs actively managed funds. We love both, and here's why.

ETFs are great for low-cost large-cap exposure, but active managers add real value in smaller companies, emerging markets, and private equity. In a downturn, they can also act fast, where an ETF rides it down.
Curious what's right for you? Visit angeladvisory.com.au or drop us a message.
General information only. Speak with a financial adviser before making investment decisions.

Married to a woman who is ‘out of his league’ with four beautiful children, Stefan has a fond love for family, coffee, p...
18/06/2026

Married to a woman who is ‘out of his league’ with four beautiful children, Stefan has a fond love for family, coffee, property and wine, which he attributes to his Italian roots. His ideal evening is spent surrounded by family with a bowl of Nonna’s gnocci.

Through his experiences and education, Stefan Angelini is able to guide his clients on all things investments, structures and strategy. Whether shares/ETF portfolio’s are right for a client, or if the want to have a more direct focus on Property or businesses, Stefan does not mind. Stefan is very active in all things shares, property, property development, business and start-up investments.

Stefan runs his own Self-Managed Superannuation Fund and Family Office with his family, where they specifically focus on Philanthropy through social housing investments, property developments in the childcare / disability / industrial / residential spaces and start up & established business investments. More notably, Stefan was a co-founder of a start-up business that appeared on the hit TV show ‘Shark Tank’ in 2014.

17/06/2026

We have been quietly building something at Angel Advisory, and we are ready to share it.
Most financial technology improves the experience for existing clients. We went after the gap nobody was filling: helping advisors win new clients with proposals that genuinely reflect the quality of advice they are about to receive.
Our platform gathers client data upfront, uses AI to surface relevant strategies, and prepares advisors for sharper, deeper conversations from day one. The advisor leads. The technology makes sure they walk in ready.
General information only. Speak with a financial adviser before making decisions.

Did you know you could do everything right financially and still lose hundreds of dollars a fortnight in Age Pension wit...
17/06/2026

Did you know you could do everything right financially and still lose hundreds of dollars a fortnight in Age Pension without knowing why?

Sell a property. Put the money in the bank. Same wealth, completely different Centrelink outcome. It happens all the time.

Our latest article breaks it all down in plain English. Worth a read if retirement is anywhere on your radar.

Link in the comments below.

16/06/2026

Why Are Financial Planners So Busy at the End of Financial Year? | Part 10

We've made it to Part 10: the final episode of this series!

Non-concessional contributions: after-tax money into super, with serious long-term upside. Cap is $120,000 this year, rising to $130,000 in FY2027. The bring-forward rule lets you go three years in one but use it and you're locked out for that window.
Before acting: check your age (over 74 = limited options) and your super balance relative to the $2M transfer balance cap.

Thanks for following along. General information only. Get personalised advice before making any move.

At BNI, Stefan Angelini shared a photo of his grandfather, father and brother, all working in the business his grandfat...
16/06/2026

At BNI, Stefan Angelini shared a photo of his grandfather, father and brother, all working in the business his grandfather built more than half a century ago.
It's a reminder of what legacy really looks like. Not a logo. Not a balance sheet. People who carry the work forward.

At Angel Advisory, that's the lens we bring to every conversation with clients, because the structures, strategies and decisions we help shape today are the ones your kids and grandkids will inherit tomorrow.

How important is legacy to you?

15/06/2026

Why Are Financial Planners So Busy at the End of Financial Year? Part 9: Tax Planning

Here's what's really going on.

End of financial year isn't just admin. It's when the big tax planning decisions get made, what to action now, what to hold off on, and how to make sure everything is compliant before 30 June.

Your planner is also thinking ahead. If there's a known capital gains bill or tax liability on the horizon, the conversation isn't just "how much will you owe?" it's "what are we doing with that money in the meantime? Is it sitting in savings? Invested somewhere liquid you can access when the bill hits?"

Good tax planning covers all of it.

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