ASET Wealth Management is a reputable financial planning firm based in Barton, ACT. With a strong focus on advice, support, education, and trust, ASET Wealth Management is dedicated to helping clients achieve their financial goals. The team at ASET Wealth Management operates under their own Australian Financial Services Licence (AFSL 316844) and is committed to upholding a code of ethics and professional conduct. They believe that good financial advice can make a significant difference in securing a prosperous future for individuals and their families.
Established in 1998 as a division of the accounting firm Walter Turnbull, ASET Wealth Management has a rich history of providing expert financial planning services. Originally known as WalterTurnbull Financial Planning, the business transitioned to ASET Wealth Management in July 2010 when it was acquired by Sean Hammond and Alison Smith. specialising in tax and accounting for Self-Managed Super Funds, ASET Wealth Management has a strong foundation in helping clients navigate complex financial landscapes and achieve financial security.
ASET Wealth Management’s philosophy revolves around empowering clients with information, solutions, and strategies to take control of their financial future. They work closely with clients to set short, medium, and long-term financial goals, implementing tailored plans and regularly reviewing them to ensure relevance and effectiveness. With a team of experienced professionals, ASET Wealth Management is dedicated to providing personalized financial advice that instills confidence and peace of mind in their clients.