Who We Are

ASET Wealth Management is a privately owned financial planning business based in Canberra. We operate under our own Australian Financial Services Licence (AFSL 316844). We service a diverse range of clients including individuals, public sector employees, small business owners, not-for-profit associations and self-managed super funds.

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Our Values

At ASET Wealth Management it is important to us that you know we care and will always stand by our values. Our values shape our business and define the culture of our team. We are committed to a code of ethics, rules of professional conduct and continual professional development.

Our History

Our Approach

Good financial advice will make the world of difference to your future and the future of your family. It is important to take the time to stop and think about your financial situation and set short, medium and long term goals. Financial planning is all about providing you with information, solutions and strategies to put you in control and give you peace of mind.

We then put the plan into action and implement the strategies for you. In addition, we review your plan with you as often as you wish to ensure that it is kept up-to-date and continues to be relevant. During the review, we consider changes to your circumstances, along with legislative changes and changes in the economic climate.

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Our Approach

Good financial advice will make the world of difference to your future and the future of your family. It is important to take the time to stop and think about your financial situation and set short, medium and long term goals. Financial planning is all about providing you with information, solutions and strategies to put you in control and give you peace of mind.

We then put the plan into action and implement the strategies for you. In addition, we review your plan with you as often as you wish to ensure that it is kept up-to-date and continues to be relevant. During the review, we consider changes to your circumstances, along with legislative changes and changes in the economic climate.

Our 5 Step Approach

1

Understanding Your Situation

2

Developing the Right Strategies for You

3

Presenting the Strategic Recommendations

4

Implementation

5

Ongoing Service and Review

What to bring to a meeting with your Financial Adviser

The more details you can provide us with the better, as this helps us to provide you with tailored solutions. The type of information you need to bring to a meeting includes the following:

  • Financial details, including payslips, bank statements, insurance policies, statements from existing investments, superannuation fund statements, details of any other assets and liabilities.
  • It is also useful to have prepared your budget as this gives us an indication of your income and expenses and sets boundaries within which we need to work.
  • Spend some time thinking about your goals and objectives. Try to classify them into what you want to achieve over the short, medium and long term.

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What to bring to a meeting with your Financial Adviser

The more details you can provide us with the better, as this helps us to provide you with tailored solutions. The type of information you need to bring to a meeting includes the following:

  • Financial details, including payslips, bank statements, insurance policies, statements from existing investments, superannuation fund statements, details of any other assets and liabilities.
  • It is also useful to have prepared your budget as this gives us an indication of your income and expenses and sets boundaries within which we need to work.
  • Spend some time thinking about your goals and objectives. Try to classify them into what you want to achieve over the short, medium and long term.