Welcome to Helen Russo Advisory

Financial confidante and advisor

When life changes, money changes too

I work with people at moments when life has shifted - and money suddenly carries more weight than numbers alone.

I’m a financial confidante and adviser for rural and regional families, and for women navigating major life transitions such as succession, divorce, retirement, widowhood, and inheritance. In these moments, financial decisions are rarely just technical. They go to the core of the person, touching responsibility, identity, family roles, and legacy.

This is the work I’ve spent my career doing - helping people think clearly and act wisely when timing, emotion, and complexity are all present at once.

News

Joining Sorella

I am very pleased to share that I have joined Brad Scott as Client Director of Sorella, a specialist division within EWM Group dedicated to women of influence, wealth, and legacy. Over the years,Read more

The Strength That Learns to Stand Alone

Recently I met Janet, someone who was sharp, capable, and almost impossible to read. She was not overwhelmed. She was not looking for reassurance. She simply worked through her financial positionRead more

My Nonna’s kitchen

Some of my earliest memories are not of classrooms or playgrounds. They are of a kitchen table. My Nonna lived in the centre of town in far north Queensland, in a sugar cane community whereRead more

When memory holds more weight than the numbers

This week I sat with a family who have held the same investment property for 42 years. It hasn't produced a real return in over a decade. When I asked why they were keeping it, the answer wasRead more

Discretionary trust minimum tax changes

On 28 May I joined Kat Feeney on ABC Brisbane alongside Neal Dallas, a lawyer with Business Depot, to talk about something that has been coming up in a number of conversations I am having withRead more

When the ground shifts beneath your financial life

Every so often, something happens in the wider world that causes people to pause and look inward. Not at the headlines themselves, but at their own situation. The 2026 Federal Budget has been one ofRead more

The story beneath the numbers

We are taught to think of money as maths. Add one dollar to another and you have two. Subtract one and you have one. Simple. Clean. Rational. But the longer I sit with people and listen, the moreRead more

Why family and money are inseparable

There is an old saying in Italian families; “you never come between an Italian and their money, nor an Italian and their children”. I grew up hearing this. And the older I get, the more IRead more

To the mothers, and the women who hold families together

Mother's Day always makes me think about the quiet strength that runs through families. The women who carry so much, often without being asked, and rarely without grace. Whether you are celebratingRead more

A long weekend, and a moment to pause

Some of my favourite conversations happen when life slows down a little. Over a cup of tea, without the usual rush of the week. The Labour Day long weekend is one of those welcome pauses. HelenRead more

Why my services evolved beyond traditional financial planning

Over the years, my work has gradually evolved beyond what many people think of as traditional financial planning. When most people hear the words ‘financial planner’, they often imagineRead more

Confidentiality as a personal responsibility

One of the things I understand deeply about living and working in regional communities is that privacy matters. In smaller towns, people know each other. Families have history together. BusinessesRead more

The work beneath the surface

With 28+ years working alongside families and individuals, my work sits at the intersection of advocacy, behavioural finance, financial psychology, and financial planning.

I’m particularly interested in what sits beneath the surface of financial decisions:

The unspoken rules within families
The emotional load people carry when roles suddenly shift
The individual and collective beliefs about money that are shaped by family, culture, and generations

These forces shape behaviour. And behaviour shapes outcomes.

My role is not to rush decisions or impose solutions, but to help people slow things down, understand what is really happening, and move forward with clarity and agency.

Financial confidante and advisor

Helping people think clearly and act wisely when timing, emotion, and complexity are all present at once

Contact Helen

Gemminni P/L ta Encompass Wealth | ABN 84 163 410 704

Elenara P/L ta Helen Russo Advisory | ABN 88 108 702 576

In the spirit of reconciliation we acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.

Tel 0417 196 178

P 1300 199 693

Email helen@helenrussoadvisory.com.au

GPO Box 2787 Brisbane Qld 4001

Level 4 260 Queen Street Brisbane Qld 4000

By appointment only