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Independent Financial Advice in Canberra

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Independent financial advice Canberra. Independent financial planning Canberra.

I'm Andrew Saikal-Skea, an Independent Financial Adviser and Chairperson of the Financial Planning Association ACT Chapter.

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. 

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Independent financial advice Canberra. Independent financial planning Canberra.
 

Qualified to deliver the best outcomes

Independent financial advice Canberra. Independent financial planning Canberra.

Practising as a financial adviser at a leading industry fund and a boutique advisory has given me balanced experience.

Combined with post-graduate education and independence, I have the experience, education and freedom to provide the best advice for my clients.

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Wide range of advice areas and engagements

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Independent financial advice Canberra. Independent financial planning Canberra.

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:

  • Superannuation.

  • Defined benefits including the PSS, CSS, MSBS, DFRDB, SASS and SSS.

  • Self-managed superannuation funds (SMSFs).

  • Investments.

  • Tax planning. 

  • Insurance.

  • Estate planning.

  • Social security.

  • Financial modelling.

There is a range of options to access advice including through a partnership, on a project basis or via education meetings.

 

The Process

Independent financial advice Canberra. Independent financial planning Canberra.

Complimentary 15 Minute call

Do you have questions before booking a meeting or want to talk to me first?

You can book a complimentary 15-minute introductory call by following the link below.

Independent financial advice Canberra. Independent financial planning Canberra.

Discovery or Education Meeting

During our first meeting or a repeat consultation we do one or both of the following:

  • Discovery - A chance for me to hear about you, your goals and any concerns you have.

  • Education - I can provide plain-speaking general advice to help you understand concepts and empower you on your journey.

The cost of this meeting is $330 (inc GST).

Independent financial advice Canberra. Independent financial planning Canberra.

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:

Independent financial advice Canberra. Independent financial planning Canberra.
Independent financial advice Canberra. Independent financial planning Canberra.
Independent financial advice Canberra. Independent financial planning Canberra.

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.

Independent financial advice Canberra. Independent financial planning Canberra.

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.

Independent financial advice Canberra. Independent financial planning Canberra.

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.

Independent financial advice Canberra. Independent financial planning Canberra.
 

Contact and find me

CONTACT US

500 Terry Francois Street, San Francisco, CA 94158

Send me a message

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