Contact Milkshakes & Olives Advice
Get a custom proposalFinancial Advice Designed To Ease Your Mind
We are here to guide you, educate you and empower you to achieve your financial goals, one personalised step at a time. Experience financial advice that truly puts you first because your financial well-being is our ultimate priority.
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Min project size
$1,000+
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Baulkham Hills, Australia
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Year founded
Founded 2024
1 Locations
- Baulkham Hills , Australia
Service Lines
Select Focus Area
- Financial Advising & Planning
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- Debt Consulting
- 10%
- Insurance Services & Brokers Focus Group
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- Life Insurance
- 100%
Industries
- Financial services
- 100%
Clients
- Small Business (<$10M)
- 100%
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Our Story
We are Milkshakes & Olives Advice, a Sydney-based financial advice team. Our mission: advise, educate and empower clients through personalised planning. We specialise in superannuation, SMSFs, investments, life insurance, debt management, estate planning and wealth transfer. Licensed though Lifestyle Asset Management, our experienced advisers focus on clarity, long-term client outcomes and trusted, practical support.
Meet the Team
Joshua BakerFinancial Adviser
My passion and enthusiasm for financial advice stemmed from blue collar experience working in the military and in a trade. Building and preserving wealth outside of regular income streams soon became a passion after endless conversations with friends
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