Prepare for tomorrow, make the most of today.
Financial advice to help you manage, grow and protect your wealth.
Advice that makes a difference.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Anchorage Wealth we help you navigate your financial life.
Stress less. Take Control. Plan Ahead.
How we can help
At Anchorage Wealth, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.




We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.

Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.

Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Discovery Call
Gather Data
Financial Plan
Implementation
Support
We make the complex simple.
Your local financial partners
An anchorage is a safe place for ships to anchor, providing protection from turbulent waters, heavy weather conditions, and other hazards. It is a place where planning is undertaken to provide navigation and safe passage for the journey to the next destination.
How does this relate to good financial advice and wealth management? The world has become a highly complex and sometimes a dangerous place when it comes to managing your money and broader financial affairs. There is an abundance of information readily available out there both good and bad. It can also be rife with hidden dangers. It is what you do with the right information and understanding how it relates to your own individual circumstance that matters the most. Having a trusted partnership with Anchorage Wealth will help you to navigate your financial affairs through turbulence waters and steer clear of unknown dangers and be able to make informed and sensible financial decisions to create, grow and protect your wealth.
At Anchorage Wealth Management we provide holistic tailored financial advice depending on your individual circumstances across:
- Investments
- Superannuation (including existing SMSF)
- Personal Insurance
- Retirement Planning
- Estate Planning
When it comes to managing, growing, and protecting your wealth, Anchorage Wealth Management provides a safe harbour to help you strategically plan for your financial journey and ensure precise navigation and safe passage for your financial success and financial wellbeing.

5 Steps To Mastering Your Money
In this free ebook we share 5 important steps to help you be the boss of your money.
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