3 Best Financial Services in Canberra

“Nest Advisory Group is an prominent financial advising firm. Nick Lucey is the director of Nest Advisory Group. He is passionate about using his in-depth and broad knowledge of financial planning to find solutions to help all different types of people achieve their financial goals and freedom. The Nest Advisory team holds qualifications in economics, accounting, and finance. They provide financial advice to people living in Canberra and the surrounding region. They specialise in investment management strategies to help clients build on their success and asset protection for future generations. Their team brings a unique blend of professional experience and youthful insight, ensuring you receive insightful advice and personalised service. They are the intelligent choice for a better financial future and are tech-focused to provide services and advice accessible to individuals of all financial backgrounds.”

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“Envision Financial Services Pty Ltd is committed to helping you plan a more secure financial future by providing personalised financial advice. The team takes its responsibility seriously, staying up-to-date with issues that may impact your success through ongoing training and professional development. Luke Smith is a financial planner at Envision Financial Services Pty Ltd and brings extensive expertise to the team. His formal qualifications include a Diploma of Financial Markets (SIA), an Advanced Diploma of Financial Services, and Specialist Accreditation in Superannuation. Luke is also an SMSF Specialist Advisor and a Superannuation Professionals Association of Australia member. Luke has advised diverse clients, including business owners, medical professionals, senior government and military personnel, and executives. With Envision Financial Services Pty Ltd, you’ll receive tailored guidance to support your financial goals and long-term success.”

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“Much More Than Money is led by Shane Dooley, who serves as the Chief Executive Officer. They are a boutique financial advisory firm, specialising in wealth management and finance brokering. They take a values based approach to financial advice to ensure their clients are receiving a Return on Life not just a Return on Investment. They offer holistic advice focused on what's important to their clients, their families, communities, and businesses. They partner with their clients to provide them with more clarity, more choice, and more certainty, allowing them to live their best lives. They will partner with you through your life journey to ensure you get a Return on Life, not just a return on investment. They have a diverse team with various backgrounds, ages and experience. Their clients achieve real enjoyment and great satisfaction in living their best lives.”

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