We have offices in Sydney, Melbourne, Perth, Brisbane, Adelaide, Canberra, Hobart and Newcastle

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.

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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.

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Mortgage, 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.

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Retiring 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.

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Portfolio 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.

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Investments and Superannuation in the context of Relationship Separation

Sandra is 52 years old and has recently separated from her partner. Sandra owns a house with a mortgage from a previous relationship, and she owns a property with her recent ex-partner, and is looking for guidance in relation to the financial aspects of the separation and how to manage her investments and superannuation.

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Insurance and Wealth Accumulation

Robin and Noa have two young children and are 40 years old. Robin earns close to $90,000 and Noa earns close to $160,000. They have a mortgage and a personal loan, with monthly savings of about $750.

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Financial advice for Blended Families

Weng and Karen are 62 years old and 54 years old respectively and have non-dependent children from previous relationships. They have been divorced.

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Financial Advice for Young Families

Patrick is a devoted father with a young family. He has a solid income and wants his superannuation to work hard for his family’s future. Like many Australians, his superannuation contributions are directed to a fund selected by his employer, which includes basic insurance arrangements. Patrick's scenario is common for people with growing families.

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Wealth Accumulation including Ethical, Sustainable and Governance Investing

Thao is in her late twenties and single. She recently bought an apartment but is renting, and has an interest in wealth accumulation with an ESG theme. Further, one of her friends was in an accident and did not have insurance in place.

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Insurance

Brydon is 37 years old and has been working in the mining industry and contributing to a default superannuation fund offered by his employer. His family circumstances have changed significantly since he started working, in that he has a partner and two children.

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Frequently 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.