Retirement

Let us help you plan and structure
the funding of your retirement,
– including the optimal redundancy package

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Insurance Protection

Protect your family, your income and your lifestyle. We can help you structure, select and get cover from leading insurance companies in Australia. We can also assist you when you need to make a claim on your policies.

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Money Management

We can help you with your budgeting and savings plans. We can also help you with tax effective debt restructure strategies on investment properties

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Aged Care

The options and variables in Aged Care
can be complicated and confusing. We can help you with your choices and decisions to fit in with your situation and preferences and for your peace of mind.

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Superannuation

We can help you with the strategic planning, structuring and investment of your superannuation savings , including with the special opportunities for Self Managed Super Funds (SMSF).

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Investments

We can help you with your investment strategy, goals based, strategic or tactical asset allocations and investment selections.

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About Us

At ACT Wealth Management we offer you comprehensive financial advice, tailored to your individual goals and needs.

We are a locally owned and managed financial planning company, situated in the centre of Canberra.

For your additional security and peace of mind, we are accredited and licensed through AMP Financial Planning, giving us access to industry leading research and education, technical and legislative expertise as well as the most advanced systems, processes and modelling tools.

We are therefore able to give you expert advice on a large range of topics and strategies. And if relevant, on products and services from well researched leading Australian and overseas providers.

– You can meet us, face to face, in Canberra for initial and ongoing advice and support

– Outside the ACT we may come to Queanbeyan and Yass

– If you prefer, we can communicate by phone, email and Skype

Testimonials

Claus has been helping us reach our financial goals and is guiding and assisting us with the ongoing management of our Self Managed Super Fund and our investments.

Claus is very professional and knowledgeable. He genuinely cares about us and our welfare, and is always available for a chat or additional guidance.

We warmly recommend Claus to anyone seeking ongoing services form a professional certified financial planner

 

John & Emma

It is not every day that you come across a passionate and trustworthy financial adviser. Claus has encompassed that really well and has provided us with the helping hand to make our goals and dreams a possible reality. Thanks Claus!

Jane

In just 2 very short meetings with Claus he managed to find the solution personally catered to my situation and expectations. Punctual, well informed and very reliable.

Alex
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Our philosophy

We believe that everyone deserves great financial advice and planning services. You can be confident that we will put YOUR BEST INTERESTS FIRST and that you are getting the best experience we have to offer.

We are committed to the value of quality advice. We are part of the largest network of CERTIFIED FINANCIAL PLANNER® professionals. The highest standards for financial planning advice.

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You will be serviced by a Certified Financial Planner® professional.

Our practice is awarded the FPA Professional Practice® designation.

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