3 Best Financial Services in Canberra ACT

Expert recommended Top 3 Financial Services in Canberra ACT. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

9+ YEARS IN TBR
CALL CONTACT

NEST ADVISORY GROUP

Level 4, 15 Moore Street,
Canberra ACT 2601 Directions

Since 2016

Specialty:

Retirement Grow Your Nest Egg Insurance Mortgage Broking Separation and Divorce Marriage and Children Debt Management Cash Flow Requirements Tax Effective Ways to Fund Your Retirement Maximize Centrelink Entitlements Estate Planning Tailored Investment Advice Superannuation (smsf Public Service Defined Benefit Schemes Pensions Industry and Retail Funds) Transition to Retirement Managing Longevity Risk Salary Sacrifice Term and Lifetime Annuities Assistance with Budget Planning Tax Reduction Strategies Consolidation of Super Savings on Refinancing Your Home loan

Nest Advisory Group is a 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.

2025 Update: Nest Advisory Group is self-licensed through ASIC.

Reviews | Play Video | Write a Review
License ABN 61 611 962 399

Contact:

02 6169 4102

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

7+ YEARS IN TBR
CALL CONTACT

ENVISION FINANCIAL

Suite 2, 44-52 Townshend Street, Phillip,
Canberra ACT 2606 Directions

Since 2016

Specialty:

Superannuation and SMSF Advice Investment Advice Retirement Advice Personal Insurance Advice Business Insurance Advice

Envision Financial 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 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, you’ll receive tailored guidance to support your financial goals and long-term success.

2025 Update: Envision Financial deliver advice that’s easy to understand, reliable, accessible and convenient.

Reviews | Play Video | Write a Review
License ABN 73 584 502 833

Contact:

02 6260 4749

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Much more than money
CALL CONTACT

MUCH MORE THAN MONEY

39 Torrens Street, Braddon,
Canberra ACT 2612 Directions

Since 2001

Specialty:

Wealth Management Insurance Finance Income Protection Life and Total and Permanent Disability Insurance Debt Management Financing for Major Purchases and Mortgage Brokering

Much More Than Money is 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.

2025 Update: The firm has a branch in Sydney.

Reviews   |   Write a Review
License ABN 78 097 176 264

Contact:

02 6249 155

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: