How a broker can do the heavy lifting for you
19th February 2024
Our focus is on providing stability, strategic alignment and shared success for firms ready to expand and evolve.
About Us
The Varria Group brings together leading financial advice businesses — Varria Financial Advisers, Hunter Wealth, and Ethical Investment Services. With offices across Queensland, New South Wales, and Victoria, the Group supports clients Australia-wide, managing over two billion dollars in client funds and offering diverse investment options.
The Varria Group is committed to helping people achieve financial well-being, supporting advisers to build rewarding careers, and creating a place where financial advice businesses thrive and clients stay supported for life. Their vision is simple: to be Australia’s most trusted and forward-thinking financial advice group, delivering real, lasting impact.
Welcome to Varria
Peter Audet | Managing Director
What our clients say
The vision for Varria is to be an entrepreneurially-led financial advice business providing the highest quality of advice and service to clients throughout Australia.
As a financial advice business, our ‘Why’ is deeply rooted in the satisfaction we experience by helping individuals find their optimal path to financial well-being.
As individuals, we too, want to use our skills to build our careers and enjoy the financial well-being this can create.
The name “Varria” is a fusion of ‘variable’ and ‘via,’ symbolising our commitment to guiding people through the ever-changing terrain of personal finance toward their goals.
We aim to create lasting and meaningful transformations in people’s lives, ensuring that the path they choose, is the one that leads to their financial goals.
As financial advisers, we leverage our expertise to empower individuals, equipping them with the knowledge and resources to make informed decisions that align with their goals and aspirations.
We aim to deliver for shareholders by using the following strategies:
High Quality Advice and Service Delivery
We strive to deliver high-value client services across all advice disciplines, whether in-house or in conjunction with our valued professional network.Organic Growth Focus
Critical to sustainability and longevity in advice is constant attention to organic growth. A successful advice client will engage in a relationship with Varria and tend to stay engaged for the rest of their lives. For this reason, it is crucial for an advice business to engage in multigenerational conversations with clients and to constantly renew the client group from either client referrals or from relationships with valuable centres of influence in the community. The entire team embraces this as a critical foundation for creating this legacy.Mergers & Acquisitions
To complement the organic growth and development, Varria continues to seek M&A opportunities to attract cornerstone businesses, highly talented advisers and team members, or to strategically acquire clients to take advantage of adviser and team capacity.Established Financial Resources for Future Growth
Access to capital from individuals and equity partners, as well as strong partnership relationships with our bankers, allows Varria to continue to resource growth initiatives.Financial Management
Strong financial management, meticulous attention to monthly reporting, and well-considered financial control are the cornerstones of Varria. We are well aware of the cost-of-living pressure on shareholders and the often leveraged nature of their equity investments. The investment into Varria by the staff and equity partners is curated to produce a consistent monthly return on investment.Culture
Varria is a people business, and we care deeply about the people we employ. Varria has a high level of team and engagement, career path development, culture and camaraderie, and this is a factor in our continued success.Succession
To further develop the business legacy, we are constantly seeking out talented staff to join the equity journey. In doing so, we will allow staff to build wealth through equity ownership and then realise this as they retire from the business, allowing the next generation to take up the opportunity.As a scaled financial planning business, we are seeking like-minded advisers and support staff who want equity ownership and relieve themselves of management and operational responsibilities while seeking efficient scaled solutions, culture and camaraderie, and eventually a succession solution.
Our Core Values
Courage
Courage is the ability to keep moving forward, even when the outcome is uncertain. We face challenges head-on with determination, knowing that progress often comes from stepping into the unknown. Courage isn’t about being fearless; it’s about embracing fear, taking bold steps, and pushing boundaries with empathy, respect, and compassion.
Ownership
Ownership is at the heart of everything we do. It means taking full responsibility for our work, our decisions, and the impact we create. We stand by our actions and are committed to seeing things through, always striving for excellence. We embrace accountability and take initiative, knowing that our collective success depends on each individual’s willingness to own their part.
Respect
We value and honour the efforts of every individual. In our work, we listen and we appreciate that each person’s contribution is vital. By holding respect as a core value, we foster an inclusive environment where collaboration thrives and people feel supported, heard, and valued.
Empathy & Compassion
We prioritise empathy and compassion in all our interactions. Empathy helps us connect with others’ experiences, while compassion drives us to take thoughtful, caring actions. Together, they foster trust, build strong relationships, and ensure long-term success.
The Varria Group
More than just Economies of Scale
As the advice industry has changed, businesses seek seek economies of scale to combat the compliance burden and escalating costs. Whilst we agree that Varria has achieved scale, we have created so much more than that.
There is enormous benefits for a business when you allow the people to develop more deeply in their roles. Anyone who has run and owned a small business will know the feeling of wearing multiple hats and often knowing that some parts could be done better. Varria has used it’s scale to allow individuals in the organisation to step into the best version of themselves in their careers and truly specialise in their area of expertise.
Our Firms
Insights
How a broker can do the heavy lifting for you
It’s challenging buying property. It’s tough scraping together a deposit, it’s not easy dragging yourself to one open-for-inspection after another…
Planning your retirement income
Understanding your retirement income options How you organise your retirement income streams can make a huge difference to your quality…
Avoiding emotional bias in financial decision making
Our emotions colour every aspect of our lives including our financial lives. Recognising how emotions can influence your financial decision…
Bonds
Bonds can provide a stable source of income and can protect the money you invest. They are considered less risky…
How to boost your super with a lump sum
If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will…
3 ways your retirement income can shrink and what you can do about it
Here’s what you can do to help you make the right choices and enjoy your retirement. Three common income shrinkers…
