Australia

“Don’t put off until tomorrow what you can do today.”

Rachael Lopez

Principal, Wealth Advisory

With a career spanning over two decades, Rachael has developed an exceptional ability to build deep and lasting relationships with her clients, particularly high-net-worth individuals and families. Since 2008, she has been entrusted with her own client base, demonstrating a unique blend of discipline, curiosity and empathy in her approach to helping her clients achieve financial success.

Rachael works closely with high-net-wealth families and individuals, giving them comfort and clarity in their financial future. Offering expertise in wealth accumulation, wealth preservation, retirement planning, wealth structuring, superannuation, investment advice and portfolio management, and risk and asset protection, Rachael creates a meaningful and lasting impact both for her clients and within her team.

Rachael’s journey into financial planning began with a pivotal decision to transition from accounting in 2000 – a move driven by her desire to better meet her clients’ needs.

Beyond her professional life, Rachael has a fascinating background as a former business owner, operating a boutique shoe store on the lower north shore. Travelling to Milan twice a year to curate her collection, Rachael’s shoe collection is one to ask about. Today, she continues to delight in her life-long love of horses, along with her daughter and channels her passion into supporting causes close to her heart, including Guide Dogs and wildlife conservation.

The Facts:

Core Expertise

  • Wealth accumulation
  • Superannuation
  • Retirement planning
  • Investment advice and portfolio management
  • Risk management and asset protection
  • Estate planning

Qualifications & Associations

  • Bachelor of Commerce (Accounting)
  • Diploma in Financial Planning
  • Certified Financial Planner
  • Member of the FAAA

Industries & Specialisations

  • High net wealth individuals and executives
  • Retirees
  • Family business owners
  • Self-managed super funds

Do you have a question you'd like us to answer?

Send it through and we’ll get it to the right person.

Get in touch