Financial Adviser in Canberra & Bungendore
Start Your Wealth Journey
With a history in Canberra & Bungendore dating back to 1996, we’ve become a trusted financial adviser to many clients across the ACT & the Southern Tablelands.
Wealth Financial is a financial adviser in Canberra, based at 16 Rutledge Street, Bungendore, serving clients across the ACT and Southern Tablelands.
If you’d like an appointment with financial adviser Andrew McKimmie in our Bungendore & Canberra office, please fill out the contact form via the “Get Started” button below. Our team will get back to you as soon as possible. Alternatively, give us a call on (03) 6440 3555.
We provide advice on superannuation, retirement planning, SMSF, investments, personal insurance and estate planning. That includes contribution and pension strategies, defined benefit and military super (including CSS, PSS and ADF arrangements), whether an SMSF is the right structure, aligning investments with your goals, and making sure income and assets are protected.
Andrew sees clients from Canberra, Queanbeyan, Bungendore and throughout the Southern Tablelands, including APS employees, ADF members and other Canberra professionals. Meetings can be in the Bungendore office or by video if that is easier. If you want a local adviser for the next stage of your super, retirement or investment plans, get in touch and we will arrange a time.
Canberra & Bungendore Office
Address: 16 Rutledge Street, Bungendore, NSW 2621
Bungendore Office Phone: (03) 6440 3555
Open Hours: Mon to Fri, 9am to 5pm