Welcome to Access Wealth Group — Your Trusted Financial Planning and Mortgage Broking Partner in Canberra
At Access Wealth Group, we’re more than just advisers; we’re dedicated partners committed to helping you achieve your financial goals. With expertise in personalised financial planning, wealth management, investment strategies, and mortgage broking, we tailor solutions to suit your unique needs and aspirations.
Whether you’re planning for retirement, growing your wealth, or securing the right home loan, we’re here to guide and support you every step of the way. Let’s explore your financial story together and create a clear, confident path to your financial well-being and success.
Access Wealth Group | Canberra’s Trusted Financial Planning & Mortgage Broking Experts
Our Financial Planning, Wealth Management & Mortgage Broking Services
Plan confidently for your future with tailored retirement planning and superannuation strategies designed to maximise your savings and ensure a comfortable retirement. Access Wealth Group helps you navigate complex super rules and optimise your retirement income for long-term financial security.
Grow and protect your wealth with personalised wealth management solutions. We develop customised strategies that align with your financial goals, risk tolerance, and time horizon—helping you build a sustainable financial future with expert advice on asset allocation, tax efficiency, and estate planning.
Receive expert investment advice tailored to your unique financial situation. Our portfolio management services focus on diversifying assets, managing risk, and capitalising on market opportunities to help you achieve your financial goals over time.
Access competitive home loan options and expert mortgage broking services tailored to your financial goals. Whether you're a first home buyer, refinancing your existing loan, or investing in property, Access Wealth Group provides personalised guidance to help you secure the best mortgage solution. Based in Canberra, we proudly support clients locally and across Australia.