Who We Are
ASET Wealth Management is a privately owned financial planning business based in Canberra. We operate under our own Australian Financial Services Licence (AFSL), which is held by ASET Licensee Pty Ltd. We service a diverse range of clients with funds under management in excess of $320 million.
At ASET Wealth Management it is important to us that you know we care and will always stand by our values. Our values shape our business and define the culture of our team. We are committed to a code of ethics, rules of professional conduct and continual professional development.
Our business was established in 1998 as a division of the broader accounting firm of WalterTurnbull and was previously known as WalterTurnbull Financial Planning.
Sean Hammond and Alison Smith, Chartered Accountants and partners of WalterTurnbull, transferred from Tax and Accounting to the Financial Planning Division.
Our business was successful in applying for its own Financial Services Licence.
The business was acquired by Sean Hammond and Alison Smith in July 2010 when WalterTurnbull merged with PricewaterhouseCoopers. From this date the business commenced trading as ASET Wealth Management.
ASET Wealth Management became a registered Tax Agent, specialising in tax and accounting for Self-Managed Super Funds.
ASET Wealth Management relocated to Griffith.
ASET Wealth Management moved to our new office on Brisbane Ave, Barton.
Good financial advice will make the world of difference to your future and the future of your family. It is important to take the time to stop and think about your financial situation and set short, medium and long term goals. Financial planning is all about providing you with information, solutions and strategies to put you in control and give you peace of mind.
We then put the plan into action and implement the strategies for you. In addition, we review your plan with you as often as you wish to ensure that it is kept up-to-date and continues to be relevant. During the review, we consider changes to your circumstances, along with legislative changes and changes in the economic climate.
Our 5 Step Approach
Understanding Your Situation
Developing the Right Strategies for You
Presenting the Strategic Recommendations
Ongoing Service and Review
What to bring to a meeting with your Financial Adviser
The more details you can provide us with the better, as this helps us to provide you with tailored solutions. The type of information you need to bring to a meeting includes the following:
- Financial details, including payslips, bank statements, insurance policies, statements from existing investments, superannuation fund statements, details of any other assets and liabilities.
- It is also useful to have prepared your budget as this gives us an indication of your income and expenses and sets boundaries within which we need to work.
- Spend some time thinking about your goals and objectives. Try to classify them into what you want to achieve over the short, medium and long term.