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Monday
8:30 am to 5:00 pm
Tuesday
8:30 am to 5:00 pm
Wednesday
8:30 am to 5:00 pm
Thursday
8:30 am to 5:00 pm
Friday
8:30 am to 5:00 pm
Saturday
9:00 am to 12:00 pm
Sunday
Not provided
Service notes
Call 6262 5542 to book a time
Expert advice on Investments, Superannuation, Business insurance, Personal Insurance, Retirement, Age Care and Estate planning
ACT Wealth Management is a well established Financial planning and Wealth Management advisory business in Canberra with over 15 years experience advising and dealing in wealth management and the financial markets With us working for you, you are assured to get the best quality of advice by a CERTIFIED FINANCIAL PLANNER (CFP®) and member of FPA

WE WORK FOR OUR CLIENTS - NOT FOR AN INSTITUTION

• The initial meeting at our expense

• Result driven strategies to meet your goals

• Personal service and assistance

• Easy accessibility, continuity & ongoing service

• Assurance by a well established business in Canberra

• Advice and services that are backed by a strong organisation

• Saturday morning appointments available

• Central Civic location

Areas of advice and services include:

We help you build your financial security through Money Management, Investments, Debt Management, Tax Management, Retirement Planning, Superannuation and Financial Protection of you income, your assets and your business.

We can be your partner in Financial planning all the way and also assist you with advice on Business Succession Planning, possible Social Security, Age Care and Estate planning

Other areas of advice:

Our business includes ACT Risk Management (ABN 159 847 015)

This enables us to also to be of assistance with advice and management of GENERAL INSURANCE for business as well as for individuals. 

We are particularly strong on Business Insurance, including Public Liability and Workers Compensation.

ABN
70 143 952 907
Trading Aliases
ACT Risk Management is an Authorised Representative of Resilium, AFSL 232703, ACT Wealth Management Pty Ltd is an Authorised Representative of AMP Financial Planning, AFSL 232706
Service
Advice & Information, Asset Protection, Budgeting, Cashflow Management, Consultations, Debt Consolidation, Debt Reduction, Estate Planning, Investment Strategies, Life Planning, Portfolio Management, Redundancy, Retirement Planning, Rural Estate Management, Setting Up a SMSF, Social Security Planning, Succession Planning, Wealth Creation
Audience
Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women
Service Option
By Appointment, DIY, Free Consultations
Concern
Public Liability Claims, Retirement, Retrenchment
Advice
Aged Care, Annuities, Benefit Plans, Bonds, Centrelink, Debt Management, Direct Equities, Gearing, Home Loans, Income Insurance, Income Protection, Insurance, Investments, Life Insurance, Loans, Managed Funds, Managed Investments, Money Market Accounts, Mortgages, Mutual Funds, Pensions, Retirement Planning, Rollovers, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Shares, Superannuation, Unit Trusts
Type
Agricultural, Commercial, Individual
Assurance
Accredited, Certified, Guaranteed, Insured, Licensed, Member FPA, Registered
Payment Concern
Fee For Service
Hours of Operation
Open Monday - Friday, Open Saturdays
Payment Method
American Express, Bpay, Cash, Cheques, Direct Debit, EFT, Mastercard, Visa
Ownership
Australian Owned, Independently Owned, Locally Operated, Locally Owned, Owner Operated
Self-Managed Super Funds SMSF, Superannuation Rollovers,, Retirement Planning, Pension, Investments, Cash, Fixed Income, Annuities, Managed Funds, Mutual Funds, Unit Trusts, Shares, Property Investment, Business Succession Planning, Business Insurance, Business Partnership insurance, Business Key Person Insurance, Business Overhead Insurance, Disability Insurance, Life Insurance, Income Protection Insurance, Salary Continuance Insurance, Critical Illness Insurance, Debt Restructuring, Retrenchment planning, Salary Packaging, Corporate super funds, Corporate superannuation, Business superannuation, Financial Planning, Financial Advice, Investment management, Investment planning, Share Investment, Portfolio management, Trauma Insurance, Social security and Centrelink, Superannuation Planning, Self Managed Super Fund setup, SMSF establishment, SMSF management, Estate Planning, Philantrophy, Wealth Protection, Fee for service, Certified Financial Planner CFP, FPA member, Registered Financial Planner, Full Service Financial Planning, Personal Financial Advice

Postal Address

PO Box 545, Civic Square ACT 2608, Australia

Other Contacts

(02) 6262 5542