10 July 2026
1 min read
"Success isn’t just building a huge scalable business; it’s about having really deep client relationships." Britt Kingsley – Principal & Adviser, Wealthpool
Summary
Britt Kingsley shares how staying true to her values, building deep client relationships and partnering with CFS helps Wealthpool deliver meaningful advice and lasting impact.
For Britt Kingsley, success begins with understanding what matters most. "When you're clear on what matters to you, then you will know what success is."
Those values shape everything she does at Wealthpool. Advice, for Britt, isn't about complexity. It's about helping clients navigate life's biggest decisions with confidence. Whether clients are asking if they can retire, support their children or achieve long-term goals, Britt believes her role is to simplify complexity and create clarity.
That philosophy also shapes the type of business she wants to build.
"Success isn't just building a huge scalable business. It's about staying more boutique, having really deep client relationships."
Rather than focusing on growth for growth's sake, Britt has intentionally built a business centred on trust, care and meaningful relationships.
Technology helps create the space for those conversations. "The right platform means that we have more time to spend talking to our clients and having those really meaningful discussions."
Beyond the platform itself, CFS has also provided access to communities such as EmpowerHer, creating opportunities to learn, connect and grow alongside other advisers. Looking ahead, Britt's ambition remains simple.
"My ambition for the business is to build a business that we continue to be proud of."
A business that reflects her values, supports her clients, and continues making a meaningful difference.
Loved Britt’s story? The next chapter's just as good.
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This article provides general information for the adviser only and is not to be handed to any investor.
Information in this article is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL). It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the Financial Services Guide (FSG) before making any recommendations to a client. This information is based on current requirements and laws as at 1 July 2026. While all care has been taken in preparing the information contained in this document (using reliable and accurate sources), to the extent permitted by law, no one including AIL and/or CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. The presenter doesn’t receive specific payments or commissions for any advice given in this article. Any views and/or opinions expressed are solely those of Britt Kingsley, Wealthpool.