Independent Financial Advice in Canberra
I'm Andrew Saikal-Skea, an Independent Financial Adviser based in Canberra.
I am 100% independent and conflict-free and I do not charge commissions or asset-based fees.
I give clients the confidence to achieve their goals. I do that by evaluating where they are now and any challenges they are facing. Then I design and implement a plan to get them to where they want to be.
Qualified to deliver the best outcomes
Practising as a financial adviser at a leading industry fund and a boutique advisory has given me balanced experience.
I'm a Certified Financial Planner® with the experience, post-graduate education, and independence to provide the best advice for my clients.
Wide range of advice areas and engagements
I help clients accumulate wealth to achieve their goals, transition into retirement and enjoy their retirement with their minds at ease.
Topics I advise on are:
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Superannuation.
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Defined benefits including the PSS, CSS, MSBS and DFRDB.
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Self-managed superannuation funds (SMSFs).
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Investments.
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Family trusts.
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Tax planning.
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Insurance.
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Estate planning.
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Social security.
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Financial modelling.
There is a range of options to access advice including through a single engagement or a recurring partnership.
The Process
Discovery Meeting
During our first meeting we do one or both of the following:
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Discovery - A chance for me to hear about you, your goals and any concerns you have.
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General advice - I can provide plain-speaking general advice to help further your understanding of concepts.
The cost of this meeting is $330 (inc GST).
Personal
Advice
If I believe you would benefit from personal advice and you decide to engage me as your financial adviser, I will provide a plan to achieve your goals.
First I conduct a deep analysis of your position and identify strengths, weaknesses, opportunities and threats.
We then partner to ensure you are in a peak position and have the highest probability of achieving your goals.
If you need advice around a single issue or event, I can advise on a project basis.
Associations I belong to:
I am a member of the ADF Financial Adviser Referral Program.
Testimonials from adviser ratings
Lyn
Andrew has been exceptionally conscientious in providing a service to me.
Andrew was able to understand the factors affecting my current circumstances and made very useful recommendations.
He is clearly very knowledgeable as a financial advisor and I felt I could trust him. I would certainly recommend him to others.
Julie
Even though I am currently living overseas, Andrew has ensured that we are able to discuss my retirement plan for when I return to Australia.
He phones me at a set time taking into consideration the time difference.
He adjusts his advice according to changes in my situation.
Juliet
Andrew provided clear and easy to understand information regarding my current superannuation and strategies for continued growth.
His advice was tailored to my needs and personal situation.
I felt very confident and positive with his advice.
Contact and find me
CONTACT US
500 Terry Francois Street, San Francisco, CA 94158