Our Financial Planning, Wealth Management & Mortgage Broking Services
As a boutique financial planning and mortgage broking firm based in Canberra, Access Wealth Group is dedicated to enriching the financial lives of our clients. We specialise in wealth management, personalised investment advice, retirement planning, and home loan solutions, tailoring our expertise to your unique circumstances and financial goals.
Your financial success is our top priority, and we’re committed to helping you turn your aspirations into reality with trusted, personalised guidance every step of the way.
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.
