Why Choose Canberra Financial Advisors?
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 speak with one of our financial advisors in Kingston, Tuggeranong, Melbourne and Sydney.
Personalised Advice
Sophisticated Investment Strategies
Cost-Effective Solutions
Comprehensive Financial Education
Case studies
Superannuation and Debt Management
Robert is 59 years old and single. He earns over $150,000 but still has a mortgage, a car loan and personal debt, and is somewhat exposed to rising interest rates.
Learn MoreMortgage, Investments and Insurance
Costa and Susan have two children and are in their early thirties. They have a mortgage and surplus savings, they are looking for ways to accumulate wealth and want to consider insurance.
Learn MoreRetiring Early
Matthew is 49 years old and has children from a previous relationship. He has a house, a car, a boat and a motorbike but a low super balance.
Learn MorePortfolio Construction and Wealth Management
Peter and Aisha are in their 40s. Peter is in the construction industry but has not been happy with the performance of his superannuation. He notices that many of the large superannuation funds have investments in office buildings and is curious how infrastructure projects will perform financially as interest rates rise and the risks of these assets classes.
Learn MoreFrequently asked questions
Working with a Canberra financial planner offers numerous benefits, including personalised financial plans, expert guidance, reduced financial stress, increased confidence, and access to expert knowledge.
To find the best financial advisors in Canberra, conduct thorough research, look for relevant qualifications and experience, schedule initial consultations, and choose an advisor you feel comfortable with.
A financial planner in Canberra can help you develop personalised plans, provide comprehensive guidance, reduce financial stress, and improve your overall financial outcomes.
Canberra financial planners offer a range of services, including retirement planning, investment strategies, wealth management, insurance, and risk management.
An Investment Committee is made up of a group of highly experienced and expert investment professionals. The Investment Committee monitors markets and geographies, and uses its individual and collective understanding of investment products to construct investment portfolios tailored to clients. At Setch, we have a highly experienced and expert investment committee to monitor and make recommendations to our clients about their investment portfolios. Our Investment Committee evaluates Australian super performance comparatively and uses qualitative and quantitative factors to construct portfolios for our clients.