Who we are
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