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Enabling Prosperity and
Wisdom

> Individual Clients

Feel confident in your decisions

Anu Wealth delivers a holistic approach to your financial planning needs, and are happy to work with your other trusted advisers, such as a solicitor or accountant, to ensure you get the service and advice you need.

The key areas we focus on in building your strategy report include:

  • Cash Flow analysis
  • Insurances
  • Investments
  • Debt structuring
  • Superannuation
  • Retirement Planning
  • Estate Planning

The right financial solutions for you

We can provide advice on the following:

  1. Wealth Creation

  2. Retirement Planning Advice

  3. Gearing Strategies

  4. Personal and Corporate Superannuation

  5. Tax Effective Investments

  6. Personal Risk Insurance

  7. Business Risk Insurance

  8. Pensions

  9. Managed Portfolio Services

  10. Centrelink Planning Advice

  11. Cash Flow and Debt Reduction Strategies

We focus on strategies first – then identify the products that will facilitate your recommended strategies.

To request further information, or to arrange an appointment with one of our advisers, please contact us.

Contact Us

Why us?

We work for you

Anu Wealth Services delivers you advice that is in your best interests – every time.

We show you the potential

Our advice clearly shows you the potential outcomes that you can achieve by following our recommendations so you can decide how to proceed.

We explain our fees

The fee you pay for our advice, and subsequent reviews, will be stated clearly and agreed by you, before we begin work on your behalf.

We are not biased

We charge a fee for our professional advice and services; however, we may receive some commissions paid to us by Product Providers which will be specified at the time of the recommendation.

With our superannuation and investment services, we rebate these commissions in full where possible and charge a fee for our services instead, so that you know our product recommendations are not biased based on any payments we receive.

We adapt

Our Review Service ensures that you remain on track to achieve your financial goals and that your plan changes when something in your life does.

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Enjoy peace of mind

  • Advice that is in your best interests.
  • Results-focused advice that supports your decisions.
  • Clear and transparent fees.
  • No commissions on superannuation and investment products.
  • Our Review Service ensures you stay on track and adapts to your changing needs.