The 5 Best Financial Advisors in Canberra for Smart Investments
Managing your wealth, preparing for retirement, or setting up your super is easier with the best financial advisors in Canberra.
Getting your finances in order is just as critical as hiring top consulting firms for your business or working with commercial lawyers to protect your legal assets. The right advisor makes complex money decisions simple and stress-free.
I’ve thoroughly researched local options to bring you fantastic choices in the capital.
How much does financial advisory cost in Canberra?
Financial advisor fees in Canberra generally range from $3,300 to $6,600 for an initial plan, with ongoing services costing between $4,000 and $5,000 annually.
| Pricing Structure | Cost Range |
| Statement of Advice (Initial Plan) | $3,300 – $6,600 |
| Ongoing Advisory Fees | $4,000 – $5,000 per year |
| Hourly Rate | $250 – $600 per hour |
| Fixed Project Fees | $1,500 – $12,000 |
| Account Implementation Fee | $1,500 – $2,000 |
| Asset-Based Fee | 0.5% – 1.5% of Assets Under Management (AUM) annually |
1. Access Wealth Group
Website: accesswealthgroup.com.au
Address: Suite 2, Chisholm Shopping Village, 74 Halley Street, Chisholm
Contact: 0410 443 742
Hours: Monday-Thursday, 9:00 AM – 5:00 PM | Friday, 9:00 AM – 4:00 PM
Specializing in tax-efficient retirement strategies and superannuation growth, Access Wealth Group is great for professionals who are planning for their post-work years.
They have served local families since 2009, creating custom investment portfolios that fit your personal risk tolerance rather than pushing one-size-fits-all products.
Principal adviser Brendan Doherty brings over 19 years of deep wealth management experience to every client meeting.
During my discovery call with Brendan, I was blown away by how easy he made complex super rules sound. You can book a free initial consultation in person, online, or over the phone to map out your goals.
Plus, their tailored approach guarantees your financial plan adapts seamlessly as your lifestyle evolves over time.
That said, because they operate as a specialized boutique firm, they don’t offer in-house accounting or mortgage broking.
However, their laser focus on superannuation and retirement setup makes them an ideal choice for most locals seeking long-term security.
Customer Reviews
A comprehensive plan with simple instructions
Sent Brendan an email, around a tax issue and Capital gains. He called back yesterday, providing a clear and simple answer to my Query. The reason I write this review is some months back, I engaged Brendan to do a plan to help myself and partner towards retirement. On that occasion He also provided a comprehensive plan with simple instructions to reach our goals. Give Access Wealth Group a call if you need financial advise.
m medd | Google Review
Trustworthy and approachable financial guidance
I’ve had an excellent experience working with Brendan. From the very beginning, he took the time to understand my goals and explain my options clearly. What stood out most was his ability to break down complex financial concepts into simple, practical advice without ever making me feel overwhelmed.
I would highly recommend Brendan to anyone looking for knowledgeable, trustworthy, and approachable financial guidance.
DrBen _R | Google Review
2. Nest Advisory Group
Website: https://nestadvisory.com.au/
Address: Level 4, 15 Moore Street
Contact: (02) 6169 4102
Hours: Monday-Friday, 8:30 AM – 5:00 PM
Combining wealth creation with mortgage broking, Nest Advisory Group gives high earners a massive advantage when managing complex assets.
They’re a self-licensed, privately owned practice that doesn’t sell proprietary products, ensuring completely unbiased advice tailored to your goals.
Their team holds tertiary qualifications across finance, economics, and accounting, giving them exceptional technical depth.
They give clients access to more than 40 home loan lenders while handling superannuation and trust investments. So, organizing your mortgage alongside your investment portfolio becomes super convenient.
Moreover, you can easily schedule a complimentary consultation at their city office, over the phone, or via video call.
On the downside, their wealth management service targets individuals investing $800,000 or more, making it less practical for beginners. But if you have substantial capital, their dual lending and wealth advisory setup works brilliantly.
Customer Reviews
Very honest financial advisor
Troy is a very honest financial advisor, he always put the interests of others first.
He is also knowledgeable and willing to help.
Thank you Troy for helping me.
Wishing you and your family a wonderful 2023.
Kim Nguyen | Google Review
Reliable and trustworthy financial advice
Troy and the team at Nest are excellent. Communication in technical aspects is clear and comprehensive. The relationship is built on trust from the word go. There are no fancy offices or stationery — just plain old good mannered people and strong financial skills. Recommend the Nest team to anyone who is looking for reliable and trustworthy financial advice.
Ranga Parimala | Google Review
3. Green Associates Financial Planning (Canberra)
Website: https://greenassociates.com.au/
Address: Unit 5/10 Geils Court, Deakin
Contact: 02 6282 5474
Hours: Monday-Friday, 8:30 AM – 5:00 PM
Operating since 1989, Green Associates Financial Planning holds a prestigious Certified Quality Advice Practice status for maintaining top-tier industry standards.
They build tailored strategies covering superannuation, estate planning, aged care, tax planning, and corporate succession.
I recently spoke with one of their clients who praised their thorough eight-step advisory process.
Every new journey starts with a discovery session and detailed questionnaire, ensuring your goals shape the final plan. So, you always know what steps come next as your strategy unfolds.
However, their structured multi-step process takes time, meaning you won’t get instant recommendations during your first meeting. Also, specialized options like self-managed super funds (SMSFs) are only relevant if you have specific financial needs.
Customer Reviews
I feel much more confident about my finances
I had a great experience with Trina and Davina at Green Associates. They were knowledgeable, transparent, and truly listened to my financial goals. Their advice was personalised and helpful. I feel much more confident about my finances.
Emily Jacobs |Google Review
Great experience
Had a great experience with Greens. I had to cancel my first appointment and then also turned up early accidently for second appointment and then the meeting ran quite a bit longer but was all no problem for Craig. Was great getting to speak with someone offering very down to earth advice who actually made a meeting about financial planning interesting and almost… fun.
Haydon Gray | Google Review
4. Véurr Financial Planning
Website: https://veurr.com.au/
Address: Unit 30 / 2 King Street Deakin
Contact: 02 6171 1777
Hours: Monday-Friday, 9:00 AM – 5:00 PM
Véurr Financial Planning combines over 40 years of team experience, overseeing more than $200 million in assets for over 1,000 families.
They specialize in advising individuals earning $100,000 or more who want custom wealth creation, risk management, and intergenerational advice.
Their remote-friendly digital model lets you meet with top advisors online from anywhere in Australia.
On top of that, they offer a rich library of free articles, videos, and educational guides to boost your financial knowledge. So, tracking your investments and superannuation online is smooth and stress-free.
However, one drawback is that their core services focus heavily on six-figure earners. That means lower-income earners might not find their primary service packages as relevant.
Customer Reviews
Treated me with courtesy and respect
I have found Imran Amjad to be very competent in his role as my financial advisor. Since my husband’s death I have been responsible for the investments but have lacked the ability to handle these on my own. Imran has done this with the utmost integrity. He has also treated me with courtesy and respect.
Celia Farquharson | Google Review
Competent and professional advisor
I’ve known Imran Amjad for many years. I’ve used him for my family’s financial planning and he’s managing my son’s financial planning and investment services. I found Imran as a highly competent and professional advisor. My best wishes for Imran and his business.
Mainul Haque OAM | Google Review
5. Milestone Financial
Website: https://milestonefinancial.com.au/
Address: 12A Thesiger Court, Deakin
Contact: 02 6102 4333
Hours: Monday-Friday, 9:00 AM – 5:00 PM
Milestone Financial excels in helping government employees and military personnel navigate complex schemes like the Public Sector Superannuation Scheme (PSS), the Commonwealth Superannuation Scheme (CSS), and the Military Superannuation and Benefits Scheme (MSBS).
They bring together senior financial advisers, mortgage specialists, and investment committee members under one roof.
Their team focuses on creating personal goals first before building an action plan with ongoing progress tracking. You receive regular investment reports and portfolio reviews, ensuring your strategy stays aligned with your changing needs.
Also, having in-house lending advisers means you can arrange residential or commercial mortgages easily.
Just keep in mind that their comprehensive onboarding process involves multiple review stages before implementation. This structured approach may feel a bit slow if you’re looking for immediate, single-issue advice.
Customer Reviews
An excellent financial advisor
The team at Milestone financial are so welcoming and Micheal is an excellent financial advisor. He explains complex topics in a simple and clear way. I always felt more confident after speaking with him. He is approachable and genuinely helpful
Jason Norman | Google Review
Expert, understanding & compassionate
My husband and I are very happy with Milestone financial services. Andrew Boulds has been our advisor since 2014. We highly recommend him. His advice has put us into the best possible financial position for our circumstances. Our daughter sees another advisor and he has turned her financial circumstances around. Milestone are good at what they do. They are expert, understanding & compassionate in their dealings with people.
Katina Kennedy |Google Review