Terrabella Wealth is a private wealth management business. We are passionate about helping our clients manage intergenerational wealth. Most of our clients will never eat into the capital value of their assets in their lifetime. Our role is to help safeguard their assets and support the transfer of those assets to the next generation.
We believe in a culture of partnership and long-term relationships. Many of our clients are family friends; we take the time to understand each family’s goals and values, and we work alongside them to protect what they have built.
The business is owned by Angus Stevenson. We are not partially or wholly owned by any financial institution, and there is no conflict of interest.
I founded Terrabella Wealth in 2022.
Since then, I have developed many close relationships with both clients and the team at Terrabella Wealth. I truly care about our clients and the families we support and am deeply proud to work alongside so many wonderful people.
I am passionate about providing transparent advice to our clients and keeping an open mind to ensure I continue to learn along the way, which is why I started Terrabella Wealth. When partnering with clients, building strong relationships with their trusted advisers and taking a holistic approach to wealth management is front of mind and very important to me.
A bit about my qualifications, I am a Certified Financial Planner, which is the highest qualification in the financial services profession. I also received a Bachelor of Arts, majoring in History and International Relations, and a Bachelor of Commerce, majoring in Finance, at the Australian National University.
I bring experience in helping dual tax residents and families across eastern Australia with stewardship and governance of family wealth management and varying complexities. I often leverage this versatile experience to help new families navigate their own paths through long-term, personalised and collaborative solutions.
Outside of work, you’ll find me at rugby games and training across the Central West NSW—where I’m originally from. I love how sport brings people and the community together and so much so that Terrabella Wealth now sponsors the Gooseys Invitational rugby program, which brings players from all regions together to play in charity 7s and 10s competitions.
I joined Terrabella Wealth in July 2023 after almost four years with NAB working in the regional business banking team.
I made the move to financial planning as I wanted to sit on the same side of the table as clients and to formulate a plan that everyone is happy with and one that works to achieve their goals. I enjoy helping people take control of their finances by stepping back and looking at the whole picture.
As Peter Thornhill puts it, too many people are slaves to their money rather than making their money work for them. I find the intersection of personal finance and psychology particularly fascinating as financial decisions are rarely black and white, and emotion plays a huge role. I enjoy working together with clients to formulate and implement a strategy and supporting them throughout their journey.
I also enjoy the education piece. Too much of the information regarding finance is unnecessarily complicated, and I focus on distilling this into clear, easy-to-understand information. Money is a significant part of our lives, and a practical understanding helps people feel confident in their decisions. By improving clarity and understanding, I aim to help clients feel supported and in control, so they can use their time and money on what matters most.
Like Gus, I also have a passion for rugby, and you’ll find me travelling to Boorowa in rugby season to play the odd game.
