Your finances may have just become more complicated with a new job or inheritance, or maybe you just have multiple streams of income and need extra advice and guidance to increase your savings or pay down debt. If this sounds like you, then you need one of Canberra’s best financial planners.
Financial advisors and planners can provide investment advice, long term wealth management, assist with retirement plans, superannuation investments, be an authorised representative and much more. A financial planner will work with you to plan and achieve your long term financial goals.
Skip to the list of Canberra's best financial planners
- Canberra Advice Financial Planning
- Gianna Thomson - financial planner
- Véurr Financial Planning
- Callaghans
- Nest Advisory Group
- RSM Australia
How much do financial planners cost in Canberra?
It is hard to put an exact figure on the cost given it will vary depending on the complexity of your financial situation, and what tasks you would like the financial planner to perform. Financial planners typically charge fixed fees but they may have other fee structures for long term ongoing services such as asset-based fees, which are based on a percentage of the total value of your assets.
What to look for in a good financial planner.
It can be complicated trying to find the right financial planner - just like the many different financial circumstances, there are many different types of financial planners. If you are discussing potential work with a financial planner, here are three things you might want to ask them about.
- Qualifications: The Australian government has regulators that ensure the competency of financial planners. ASIC, who are the financial regulation body, control a financial adviser register. This register will include details about the financial advisers experience and qualifications, which will show you whether the person you are working with has been disqualified or incurred any breaches.
- Clear and honest communication: We all have different communication styles, but when you are dealing with your financial future, it’s important that your financial advisor can clearly communicate the benefits and reasoning behind their advice and strategies. It’s also important that you are able to communicate with them in a timely manner, if you are discussing pressing issues.
- Fees: A financial advisor is a financial investment, so you want to ensure that you are hiring someone at a price that will allow you to see a return on your investment. If your finances are fairly simple and you don’t require complex ongoing wealth management, then it won’t make sense to hire a financial planner who specialises in complicated financial situations.
The best financial planners in Canberra 2024
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When looking for a financial planner in the Canberra region, check out our list of the best local businesses below.
Canberra Advice Financial Planning
Canberra Advice FP is a privately owned financial planning practice. Serhan’s goal is to put you in a better financial position that is going to lift your lifestyle with her expert advice.
Serhan is a highly skilled wealth strategist with expertise in specialist areas including Defined Benefit Schemes, Industry super funds and self-managed super funds. In 2015, she was one of the key advisors of an award-winning financial planning team providing Defined Benefit Superannuation advice to Australian Public Servants and the Defence community.
Serhan is currently on the board of the ACT Public Trustee as an honorary member serving a second 3-year term and she was on the Australian Defence Force preferred advisor panel for 2 years
Book your complimentary 15 minutes phone call to discuss how she can help you on https://www.canberraadvice.com.au/contact-us/
On Google, Lee Masterson left this five star review: “We’re extremely pleased with the financial services provided by Serhan Mackey. The advice that she gave was holistic, simple, and specifically tailored to our circumstances and financial goals. We now have a strategy, and if we follow that strategy, an idea of what our finances could look like upon retirement. Not only did Serhan recommend managed funds for long term wealth creation, she also investigated our super funds and relevant insurances such as life, TPD, income protection, and trauma to make sure that we have financial protection in the event of something unexpected happening. We highly recommend Serhan and can say with confidence that it’s money well spent.”
Véurr Financial Planning
Véurr Financial Planning is a local company providing a broad range of services ranging from personal financial planning through to wealth protection.
The Véurr team has an impressive depth of financial knowledge, with over 40 years of combined industry experience.
They are passionate about financial education and understand that part of planning your future is learning the skills and habits that can set you up to be financially free.
Véurr will help create a financial roadmap designed to help you achieve your goals – for your next few years and your long-term future.
They are also experts in investing for wealth and protecting your wealth, helping to invest your money properly and identify the potential risks to your wealth.
Head to the Véurr website to book a digital consultation and begin your financial journey today.
Warren Brompton left this five-star review on Google: “We’ve been going to see Maciej for many years now. Since that initial planning meeting he’s always had his finger on the pulse to ensure that our investments are being managed well; our finances have continued to grow through both challenging times and boom times. His excellence at explaining the state of the markets and how to best manage the situation always leaves us with great confidence.”
Gianna Thomson - financial planner
Gianna’s firm is based in Curtin, ACT, with Thomson Wealth. She has over 20 years of financial services experience and provides highly qualified, ethical and trusted advice.
Gianna’s clients are successful in their fields and enjoy the financial rewards this brings. They are business leaders, high income professionals, self funded retirees and senior public servants.
Some of her clients enjoy the active retirement phase of their lives or plan to sell their businesses to change pace. Others are still focused on their career amid the challenges of parenthood, often seemingly without a spare minute in their days.
Her team provide expert advice in:
• Superannuation,
• Investing,
• Wealth risk management,
• Tax planning,
• Cash flow management,
• Life insurance,
• Retirement planning,
• Estate planning; and
• Business succession planning.
Gianna’s ComSuper (CSC) experience makes her an expert in military and public sector super schemes – ensuring you receive the right advice about your complex defined benefit schemes.
She will get you personally and financially well organised. She starts with where you want to be in 10 years’ time, where you are now, and creates a practical plan to guide you through to where you need to be in 3 years’ time.
Her bespoke service, the Family Chief Financial Officer Service, acts as your personal Chief Financial Officer. This service includes collaborating with other experts such as accountants, lawyers and mortgage brokers to ensure they get the best outcome for you and save you time.
Book your complimentary 15min phone call today at https://www.thomsonwealth.com.au/contact-us
Deanna Ezzy left this five-star review on Google: “Gianna has been amazing to work with over the past 4 years. Responsive, caring and knowledgeable. Thanks Gianna!”
Callaghans
Callaghans has been part of the Canberra accounting scene for over 50 years, first opening their doors in 1974. They work closely with businesses and individuals to deliver outstanding results and build long lasting relationships.
Callaghans provides individual and business accounting and tax services as well as financial planning services. Within financial planning, Callaghans offers private wealth management, superannuation (including SMSF), investments, insurance, retirement planning and custom portfolios and entity structures.
Their clients know they can count on them to handle their financial situation, protect their personal information, and streamline the entire process. Callaghans guide you through strategies that foster trust and communication and encourage intentional decision making.
Louis Summerfield left this five-star review on Google: “Great service, friendly team. Perfect one stop shop for us. The Financial Planning and Tax teams work together for a seamless experience for my family as customers. The online client portal is also very easy to use, drop in our documents with the rest taken care of with the tax return deposited directly into our bank account. The team is very knowledgeable getting us great returns from a tax perspective and a customer centric approach to financial planning, taking our personal goals into consideration. Highly recommended, in fact I have already to a number of friends and colleagues.”
Nest Advisory Group
Nest Advisory Group offer holistic advice to help their clients achieve peace of mind about their money and retirement.
They believe in setting financial based goals and they can help you plan to achieve those goals and make sure you stay on track.
Nest Advisory Group offer a range of services to help you with mortgage broking, motor finance, superannuation, retirement and more.
RSM Australia
RSM’s team of Canberra-based professionals have offered a full suit of corporate and advisory services to local individuals, business owners and organisations for over 30 years.
Not only do they have incredible local knowledge, but they can also draw on their global network to help enhance your business, reduce costs and find efficiencies.
Frequently Asked Questions
What does a financial planner do?
A financial planner works with their clients with the aim of helping them with their finances and helping to achieve any monetary goals they may have. A good financial planner will have the appropriate qualifications to prove assistance in a number of financial areas including superannuation, investment, debt management, retirement and more.
What should you look for in a financial planner?
There are a few things to consider when choosing the right financial planner. Qualifications are important for any financial planner to make sure they have the knowledge require to look after your finances. You will also want an expert that provides clear and direct communication and is readily available for important situations.
Do I need a financial planner?
Financial planners can help you in regards to any financial decisions that may be out of your own personal expertise and experience. It may be a good idea to seek the advice of a financial planner earlier in life than you may think to get your finances in order earlier in life than later.
Can a financial planner help with retirement planning?
Yes, retirement planning is one of the key areas where a financial planner can provide valuable assistance. They can help you determine your retirement goals, estimate the amount of savings needed to support your desired lifestyle and create a comprehensive retirement plan.
Will a financial planner manage my investments?
Yes, many financial planners offer investment management services as part of their overall financial planning process. They may also monitor and adjust your investment portfolio over time to ensure it remains aligned with your financial goals.
