# Cultivate Financial Group

Cultivate Financial Group is a RIA based in Melbourne, Australia.

## Overview

- **Organization type:** RIA
- **Headquarters:** Melbourne, Australia
- **Assets under management:** Undisclosed
- **Website:** cultivatefinancial.com.au

## Regulatory record

- **CRD number:** 288980
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288980

## About

Cultivate Financial provides personalised mortgage and finance solutions designed to grow with clients' goals. Founded by James Roy, it offers a grounded, personal approach to mortgage lending with transparency and support. Based in Melbourne, the firm serves clients across Australia and internationally.

## People

- James Roy

## Questions

### How does Cultivate Financial Group source deal flow?

Because no business activity or strategy has been publicly documented, the firm's sourcing model — whether proprietary deal flow, fund commitments, or direct investments — is unknown.

### What investment stages does Cultivate Financial Group typically target?

No stage preferences have been disclosed. Without public filings or press mentions, any characterization of stage focus is speculative.

## Related profiles

- [Holistic View Financial, LLC](https://altss.com/profile/holistic-view-financial-llc)
- [Brickwork Financial Planning, Ltd](https://altss.com/profile/brickwork-financial-planning-ltd)

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Last updated: 2026-08-11T15:06:35.052Z

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