10 years
Helping our clients plan for their future

Financial Advisors in Canberra

Looking for financial advisors in Canberra? Setch Group provides trusted guidance to individuals and families in Canberra. Our experienced team can help you achieve your financial goals, whether planning for retirement, growing your wealth, or simply gaining a better understanding of your finances.

2500
Customers have benefited
from our advice

Why Choose Canberra Financial Advisors?

We have locations available for those who prefer meeting in person, but many of our customers choose our remote services as it’s often more convenient and flexible. Choosing the right Canberra financial advisor is crucial. Our experienced team can help you with the following:

  • Develop a personalised financial plan tailored to your unique circumstances and risk tolerance.
  • Navigate the complexities of the Canberra market, including factors like property costs and the cost of living.
  • Explore investment opportunities and strategies to grow your wealth.
  • Plan for retirement and ensure a comfortable future.
  • Make informed decisions about your superannuation, investments, and insurance.

Canberra Financial Planner Services

Setch Group offers a suite of financial planning services to clients in Canberra, including:

  • Superannuation Advice: Optimise your superannuation contributions, explore investment options, and plan for a comfortable retirement.
  • Investment Strategies: Develop a diversified investment portfolio that aligns with your risk tolerance and financial goals.
  • Retirement Planning: Create a retirement plan that addresses your income needs, healthcare expenses, and estate planning considerations.
  • Wealth Management: Implement strategies to grow and protect your wealth, including estate planning, tax minimisation, and philanthropic giving.
  • Insurance and Risk Management: Protect yourself and your loved ones from unforeseen events with comprehensive insurance coverage.

Experienced Canberra Financial Advisors

Setch Group has a proven track record of successfully guiding clients towards their financial goals. Our team of financial planners in Canberra possess in-depth knowledge of the local market and a commitment to providing personalised service.

We understand that every client’s situation is unique. That’s why we take the time to understand your needs and objectives and develop a customised financial plan that reflects your specific circumstances and aspirations.

Secure Your Financial Future With a Canberra Financial Planner

Ready to take control of your financial future? Schedule a complimentary consultation with one of our experienced Canberra financial advisors today. We’ll discuss your financial goals, answer your questions, and provide you with a clear understanding of how we can help you achieve financial success.

Contact Setch Group today to book an appointment with our financial advisors .

Why choose Setch

No cookie-cutter solutions here. We take the time to understand your life, your goals, and your family so we can tailor cover that actually fits you and your life goals.

From protecting your income to planning for the future, we make sure you have the right protection and strategies in place , without paying for what you do not need.

We keep things clear, simple, and practical. You will always know where you stand, and you can feel confident that we are working with your best interests in mind.

Have a question?

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

What are the benefits of working with a Canberra financial planner?

How can I find the best financial advisors in Canberra?

What are the benefits of working with a financial planner in Canberra?

What services do Canberra financial planners offer?

Have a questions?
Ask Away