Calan Wealth Management is a boutique financial planning firm specialising in tailored financial planning solutions for its clients, ranging from wealth accumulators to retirees. It was founded by its Principal Planner, Calan Choke with more than 12 years experience in the financial planning industry. Calan Wealth Management has partnered with Charter Financial Planning Limited (Part of AMP Group), Australia’s largest Wealth Manager, in developing expert outcomes for its clients.

Our vision is to enable clients to achieve optimal financial freedom, guiding them through every step of life.

Calan Wealth Management believes in working together with every client, respecting every individual’s unique circumstances in developing an optimal outcome. We specialise in Investment Portolio advisory, Superannuation & Pension strategies and Personal Risk Insurance restructuring.

We believe it is vital to plan for the best, and plan for the unpredictable. In every stage in life, we at Calan Wealth Management will endeavour to work with you through every step as your trusted financial partner.

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 are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • Investments strategies (strategic asset allocation)
  • Budget and cash flow management
  • Debt management (including borrowing for personal purposes)
  • Salary packaging
  • Superannuation strategies and retirement planning
  • Personal insurance
  • Centrelink and other government benefits
  • Ongoing advice and services, including regular portfolio reviews

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Calan Choke

Principal Adviser / Director

Janrene Leong

Financial Adviser

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