Our Services

Calan Wealth Management’s aim is to ensure we understand what is important to you, and set out to develop a financial plan tailored specifically to your individual needs.

We provide expert financial advice to ensure your specific needs are met. Calan Wealth Management’s diverse background allows the firm to assist clients with developing;

We can provide advice on We can arrange the following products and services
▪ Investments strategies (strategic asset allocation) ▪ Superannuation, including retirement savings accounts
▪ Budget and cash flow management ▪ Managed investments
▪ Debt management (including borrowing for personal purposes) ▪ Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)
▪ Salary packaging ▪ Retirement income streams, including pensions and annuities
▪ Superannuation strategies and retirement planning ▪ Personal and group Insurance (life cover, disability, income protection and trauma)
▪ Personal insurance ▪ Life investment products including whole of life, endowment and bonds
▪ Centrelink and other government benefits ▪ Arranging for listed securities, shares and debentures to be bought and sold via a platform and broker.
▪ Ongoing advice and services, including regular portfolio reviews

Your personal guide to Retirement

Super Way to build your Wealth

Our Services