When it comes to advice on financial planning, many of us just want the complex to be made simple.

Unfortunately, banks and other financial product providers don’t always have your best interest in mind.

Canberrans needed a new kind of financial advice. That is why Serhan Mackey founded Canberra Advice Financial Planning.

“We have total transparency. We are client-obsessed, and our mission is to make complex simple,” she says.

What makes Canberra Advice different?

“While the industry has been treating their clients like walking wallets, we have redefined financial advice – we call it financial life management,” Serhan says.

“It’s based on idea that your lifestyle and finances are connected, and your money is there to provide you with choices to live the life you want.

“We won’t replace your accountant or do your tax returns. However, we will liaise with your accountant on matters specific to you.

“We are here to ensure that your investments or your wealth strategies are tax effective.”

What kinds of investments do Canberra Advice recommend?

“Our focus is on proven investments,” says Serhan. “Management funds, ETF’s, property, term deposits, and cash.”

Canberra Advice can help you steer clear of “speculative investments,” such as get-rich-quick schemes.

“We provide expert advice on investments that not only suit your financial goals, but also align with your ethical values, such as responsible investing (environmental, social and governance).”

Can you recommend other professional services?

Canberra Advice has an extensive network of skilled professionals, such as accountants, mortgage brokers, estate planners, and family lawyers to collaborate and connect you with.

Is Canberra Advice linked to any financial product providers?

“We are not aligned to any financial products. We can recommend products from every provider in Australia. This means that you are our priority, and we can use the best options for you,” says Serhan.

“Canberra Advice is privately owned and operated. We have no alignment to any financial institution – like a bank or other product provider – no vertical integration with them, and most importantly, there are no sales targets.

“At Canberra Advice Financial Planning, any solution is provided is in the best interest of our clients.”

Call 0422 354 617 or visit canberraadvice.com.au/appoint to book a complimentary 15-minute consultation.