About Us

We are a locally owned wealth management practice based in regional Victoria, proudly supporting individuals, families, and business owners for over 30 years. Our advice is built on long-standing relationships, deep local knowledge, and a clear understanding that no two financial journeys are the same.

With decades of experience across financial planning, investment management, superannuation, and retirement strategies, we focus on delivering practical, tailored advice that stands the test of time. We believe in clear communication, disciplined strategy, and putting our clients’ interests first – always.

Our clients value the continuity, stability, and personal service that comes from working with a team that has supported generations of families through changing markets, life stages, and opportunities.

“Over the last 12 years John and the team, now known as Red Lion Wealth Advisory, have provided us with peace of mind in our retirement with quality, sound, friendly advice and direction as well as a complete SMSF advice and administration service.” – Steve

John Archibald

CFP®
Director
Wealth Manager

 

Lachlan Archibald

DipGS (Melb.) B.Agr. (Economics, Melb.) Adv Dip. FP

Practice & Adviser Support

Robyn McGraw

Administration  & Adviser Support- Cohuna