Financial + Business Advisory
We are zealous about helping our clients set + achieve their financial goals.
Our advisory team specialises in a variety of areas that help you to improve + gain control of your financial situation.
OUR AREAS OF EXPERTISE INCLUDE:
WHAT OUR ADVISORY TEAM DO
Our expert team of advisors have been part of Canny Group for over 18 years. We love our clients and we love to see them succeed. So it’s no secret that our team of advisors and financial planners strive to provide outstanding service and results to all of our clients.
We pride ourselves in offering services that are accessible, professionally, innovating and of the highest quality. We are Certified Financial Planners who work alongside our other service arms to ensure that we can offer the highest quality service when it comes to financial advice relating to estate planning, tax planning and also your financial goals.
HOW OUR ADVISORY TEAM ARE DIFFERENT
Canny Advisory are zealous about helping individuals and businesses set and achieve their financial goals. We pride ourselves on making sure you understand the strategy, while helping you with personalised, tailored advice to help you make the right decisions both personally and professionally.
So, how are you taking control of your financial future? Did you know that having a financial advisor isn’t about how much money you have – it’s about working out how you’re going to get to where you want to be!
Everyone has aspirations and goals in life that are unique and everyone defines their idea of success differently. This is why we take the time to get to know our clients and the approach we take isn’t just about the right now, it’s about making plans for the future and being with you, every step of the way.
MORE THAN JUST ADVISORY
We are more than just an advisory firm offering financial advice, we are experts in our field of self-managed super funds, retirement planning, investment management and also aged care. We are the financial advisory professionals in our field.
If you are looking to improve and gain control of your financial situation, as well as make sure you have the right protection in place for what life has in store for you, Canny Advisory is the expert team that you want beside you.
To read our Complaints Policy, please click here.
To view our Financial Services Guide (FSG), please click here.
To read our Terms of Business, please click here.
Canny Wealth Services Pty Ltd trading as Canny Advisory (Australian Financial Services Licence No. AFSL 542979 and ACN 659954417).