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Who We Serve

For Professionals

We advise hard-working professionals on ensuring your money works as relentlessly as you do by establishing investments that build wealth independently of your career.

Location doesn’t matter when communication is proactive—we keep you informed with timely updates, clear explanations, and direct access when you need it.

Advice for Professionals  

We advise professionals on building wealth that creates genuine freedom—giving you confidence in your financial position without consuming your limited time with paperwork, admin, or complexity.

Whether you’re a GP building wealth beyond your clinic, a solicitor planning for life after practice, a FIFO worker optimising swing income, or a business owner creating security beyond your enterprise, we streamline your wealth creation process.

Investment advice that understands rural and regional Australians.

As your wealth partner, we establish and manage investment portfolios and provide investment advice tailored to regional Australians.

Construction

We design rules-based portfolios built to deliver consistent, repeatable results over multiple decades.

Management

We handle ongoing portfolio maintenance, compliance and reporting of your investments - so you can focus on your core business.

Advice

Expert investment guidance that understands regional realities. Straightforward and always in your best interests.

FAQs for Professionals

Minimal. We handle the portfolio management and administration in the background while you focus on your practice or business. After the initial setup conversation, most clients spend just minutes each month reviewing their personal portal, which gives you 24/7 access to your investments and performance. The team at Agira provides regular proactive updates and handles all execution and reporting. You stay informed through efficient communication designed for busy professionals. Your wealth grows while you concentrate on what you do best.

We accommodate however you get paid. Whether you’re managing swing rosters, irregular billings, business distributions, or seasonal contract work, Agira’s investment approach works with your cash flow patterns. You contribute when income arrives and maintain access to capital when opportunities arise. The team at Agira provides flexibility around timing while maintaining disciplined long-term growth. Your investments adapt to the reality of professional and business income streams, creating wealth that compounds over time regardless of when the money comes in.

Yes, we do this all the time. Investment decisions overlap with tax planning, trust structures, SMSF management, and business strategy, so working together produces better results. We communicate directly with your accountant, lawyer, and other advisors to keep your investment approach aligned with everything else. Detailed reporting and documentation makes their job easier come tax time. We function as part of your broader advisory team, all working toward the same wealth goals.

Absolutely. Most professionals carry debt while building wealth, whether that’s practice loans, business finance, or property mortgages. We understand this reality and work within it. The team at Agira helps you build wealth that grows alongside your debt repayment strategy, creating diversification that operates independently of property values and interest rate movements. Building wealth through multiple channels provides security and opportunity as your financial position strengthens.

It can. Most professionals build wealth while carrying debt, whether that’s practice loans, business finance, or property mortgages. We work within that reality. Building investment portfolios alongside debt repayment creates diversified wealth that moves independently of property values and interest rates. Your investments compound while you manage other commitments. Growing wealth through multiple channels gives you security and options as your financial position strengthens. This is common ground, and we help you build wealth at every stage.

Market Insights

Stay informed about the latest market changes, trends and fund updates at Agira Wealth Partners.
Market Update – 19th January 2026
Market Update

US Core CPI steady at 0.2% m/m Core inflation held steady, reinforcing the view that underlying pric...

19 Jan 2026 3 min read
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Market Update – 22nd December 2025
Market Update

Canadian CPI drops to 2.8% y/y Canadian inflation continued to cool, reinforcing the broader disinfl...

22 Dec 2025 3 min read
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Market Update – 15th December 2025
Market Update

Australia RBA Cash Rate held at 3.60% The RBA kept policy steady, reinforcing its patient stance as...

15 Dec 2025 3 min read
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