Every member of our team believes that by bringing truth and understanding to the financial choices you make everyday, we can help people live richly. We believe that advice from an independent financial planner helps find the best solutions for you, without fear of compromise or conflict. Meet our team of passionate, experienced professionals who work each day to improve the lives of our clients and to transform your financial story.
Felicity Cooper is the business owner and award-winning adviser behind Cooper Wealth Management. With a master's degree in financial planning and a background in accounting, she knows exactly how to optimize outcomes for her clients. Before starting her own agency, she built a name for herself at some of the top financial planning firms in Australia, including JBWere, Goldman Sachs, and Macquarie and Morgans.
Felicity Cooper is the business owner and award-winning adviser behind Cooper Wealth Management. With a master's degree in financial planning and a background in accounting, she knows exactly how to optimize outcomes for her clients. Before starting her own agency, she built a name for herself at some of the top financial planning firms in Australia, including JBWere, Goldman Sachs, and Macquarie and Morgans.
Services
Instead of spending our marketing budget on flashy TV ads, long lunches or PR stunts, we prefer to invest our time and money showing you how we can help you make the most of your financial situation. Demonstrating our skills IS our best advertising. Try it, and you'll see why. There are no hidden catches, and no commitments.
As your financial planner, the team at Cooper Wealth Management help you create and manage that money to ensure you'll be in the best position to live that life. Every person need a different strategy. One that takes into account their fears and dreams about money, an honest assessment of where you are and where you want to get to.
You just want to know your loved ones will be happy if they are going in to Aged Care, not worried about the financial implications. Moving a loved one into residential aged care can be a stressful time for the resident and family members, both emotionally and financially. Often the above decisions are made at a stressful time and without a great understanding of how your choices will impact on your long-term cash flow.
In a world of lower interest rates, and lower growth making sure you're in the right investments is more important than ever. At Cooper Wealth Management, we focus on enhancing returns and identifying the risks to your investment strategy. Asset Allocation: We start with working out an asset allocation strategy that gives you a balance of asset types, including managing the balance of cash, fixed interest, property exposure and equities.
Insurance is one of those things you hope you'll never need, but if you ever have an accident, long term illness or death in the family, is also one of the biggest inputs into the quality of lifestyle after such an event. You protect your house, your car, your contents, but have you made sure you protect the most important thing?
Reviews (10)
Kerry Faure
Oct 04, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
Felicity and the team have been wonderful. They are professional and very responsive to your needs. The service outstanding, they took the time to advise myself on all aspects of the portfolio. They not only saved myself money, there advise was profitable. I would highly recommend them.
Felicity and the team have been wonderful. They are professional and very responsive to your needs. The service outstanding, they took the time to advise myself on all aspects of the portfolio. They not only saved myself money, there advise was profitable. I would highly recommend them.
Ashley Robbins
Jan 12, 2021
Report
Belinda Symonds
Dec 12, 2020
Report
Claudia Castle
Oct 25, 2020
Report
Cooper Wealth Management is by far and away the best financial management firm, in a very competitive market. Felicity gives intelligent and thoughtful advice that other financial planners are unable to match. Her investment strategy has proved to be so impressive that Cooper Wealth Management is the only firm I recommend when asked who I trust with my personal asset management, my family's investment portfolio and income strategies for growing my business.
Joe Steele
Oct 23, 2020
Report
Positive: Professionalism
I sought Felicity's help for a friend in need of dire help after receiving some poor advice. I was so taken back with Felicity's empathy, care and understanding that I have also recommended my daughter. I know that with Felicity and the teams support, her future will be bright. Thank you so much Felicity, I cannot thank you enough
I sought Felicity's help for a friend in need of dire help after receiving some poor advice. I was so taken back with Felicity's empathy, care and understanding that I have also recommended my daughter. I know that with Felicity and the teams support, her future will be bright. Thank you so much Felicity, I cannot thank you enough
Sarah Day
Sep 10, 2020
Report
Lynda Gard
Jun 16, 2020
Report
Hi Felicity, What a relief to have you advising Lynda and myself with your excellent financial advice and your thorough explanation with our portfolio.
These past years have been so rewarding due to your guidance and genuine interest in our well being. We feel like one of your family.
Thank you for calling this meeting and your wonderful update on our account.
Go The Maroons!!!!
Chuck and Lynda (The Clampetts)
These past years have been so rewarding due to your guidance and genuine interest in our well being. We feel like one of your family.
Thank you for calling this meeting and your wonderful update on our account.
Go The Maroons!!!!
Chuck and Lynda (The Clampetts)
Theresa Suchowiecki
Sep 16, 2018
Report
I am interested in Aged Care because we have some relatives who are going to be in that situation soon. Every speaker gave me something to think about and learn. It's obviously a very complex area and I did get to the stage where I couldn't take it all in. Thank you for hosting this very informative session.
Michael Grech
Aug 13, 2017
Report
I have had a number of dealings with Felicity over the years and always found her to be very professional and knowledgeable. Felicity is always available to answer any questions or concerns we may have and is very deserving of her recent FPA Financial Planner of the year nomination. I highly recommend Felicity to anyone who needs help managing their finances or is looking for investment advice.
James Rider
Aug 29, 2016
Report
