About Me

At Access Wealth Group, we are more than your financial adviser; we are your trusted partner on the journey to financial well-being. As a boutique financial planning firm deeply rooted in the heart of our community, we are dedicated to enriching the financial lives of our clients. Specialising in wealth management, investment advice, retirement planning and mortgage broking, we tailor our expertise to your unique circumstances and aspirations.

Our mission is not only to help secure your financial future but also to empower you with knowledge and tools to make informed decisions that will shape your long-term wealth. With a focus on improving financial literacy, we take pride in serving our local community with personalised guidance and unwavering commitment.

Your financial success is our priority, and we're here to help turn your financial aspirations into reality.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Nest Advisory Hq Pty Ltd