ActonAdviceGroup 24 Costello Circuit, Calwell, Australian Capital Territory 2905
About the Business
Welcome to ActonAdviceGroup, a premier financial institution located at 24 Costello Circuit, Calwell, Australia. As an establishment that specializes in finance, we are a trusted point of interest for individuals seeking expert financial guidance.
At ActonAdviceGroup, we believe that the true value of consulting a financial planner lies in the development and execution of a sound, personalized strategy rather than simply focusing on the return on the stock market. We prioritize having meaningful conversations with our clients, as we understand that the most important part of a financial plan is understanding your unique goals and aspirations.
Founded by Lynette Murray in 2010, ActonAdviceGroup is committed to providing top-notch financial advice that helps our clients achieve the lifestyle they love. Our team of experienced professionals are dedicated to guiding you through various financial matters, ensuring that you make informed decisions that align with your individual needs.
As a modern advice firm, ActonAdviceGroup is proud of our commitment to excellence and the protection of our clients' interests. We adhere to a set of core values that guide our actions, ensuring that we always act in the best interest of our clients.
Whether you require assistance with retirement planning, mortgage brokerage, self-managed super funds, tax optimization, or leadership transitions in business, our knowledgeable team is here to assist you every step of the way. We understand that a good financial strategy anticipates the unforeseen, and we are dedicated to helping you navigate through any financial challenges that may arise.
Additionally, if you are considering purchasing a property through the auction process, our experts can provide you with valuable insights and guidance to make the experience easier and more manageable.
Please note that our office hours are from 9:00 am to 5:00 pm, and appointments are currently being conducted via videoconferencing. ActonAdviceGroup is a corporate authorized representative of Sambe Investments Pty Ltd T/A Finchley & Kent, an Australian Financial Services Licensee. Our commitment to providing high-quality financial advice is further reinforced by our affiliation with Sambe Investments Pty Ltd.
We want to live in a world where people have the financial means to follow their dreams, and that's why we strive to offer exceptional financial advice that helps you achieve the lifestyle you desire.
Please be aware that the information provided on our website is of a general nature, and while every effort has been made to ensure its accuracy, ActonAdviceGroup and Sambe Investments Pty Ltd T/A Finchley & Kent will not be held responsible for any actions taken based on the information provided. We strongly encourage individuals to independently verify the appropriateness of any financial decisions.
Contact ActonAdviceGroup today and take the first step towards securing your financial future.
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Location & Phone number
24 Costello Circuit, Calwell, Australian Capital Territory 2905, Australia
Hours open
Monday:
09:30 - 18:00
Tuesday:
09:30 - 18:00
Wednesday:
09:30 - 18:00
Thursday:
09:30 - 18:00
Friday:
09:30 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Lynette Murray was my late mother’s financial advisor for many years. At the outset, she brought order and strategy to my mother’s investments so that they achieved very good rates of return. She also made wise decisions and arrangements that ensured the family received the maximum benefit from the estate. As sole executor of my mother’s estate, I was very impressed and grateful for the support, advice and efficient wind-up of all financial matters relating to the estate. I was not charged for any of the work Lynette did to assist me with my mother’s portfolio of investments. Part of Lynette’s service to her clients includes assisting executors in carrying out their duties. This gave me great peace of mind. Lynette is a pleasure to work with, extremely thorough and demonstrates integrity in every aspect of her work."
"Very helpful and and happy to provide good advice. Happy to recommend them to anyone."
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