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.

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GET STARTED AND SET YOUR FAMILY UP FOR SUCCESS
You want to buy your dream home, expand your family and grow your wealth.
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BUILD WEALTH AND PURSUE YOUR GOALS
It’s time to pay down debt, protect your wealth and grow your assets.
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PREPARE FOR RETIREMENT AND BEYOND
You want to be confident that you will have enough money to enjoy life after work.
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MAKE THE MOST OF RETIREMENT
You would like to leave a legacy for your kids and ensure you don’t run out of money.

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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Insights

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Edwin Bae

Financial Planner

Edwin has over 20 years’ experience in the financial services industry. He began his career in 2001 at Perpetual Investments and worked for large financial institutions including CommSec and BT Financial Group before commencing his profession as a financial adviser at NAB in 2008.  He has over 13 years of practitioner experience as a financial adviser.

Edwin set up his own franchised financial advice business with FinChoice in January 2020 and soon established his own Financial Advice Practice: Anchorage Wealth Management in 2021.  Edwin is passionate about financial advice and the significant benefits it provides to those who take the step and seek good financial advice. He believes the essence of delivering good financial advice include the following without compromise:

  • Trust
  • Honesty
  • Integrity
  • Professionalism

Edwin holds a Bachelor of Commerce degree, Graduate Diploma of Financial Planning and is FASEA Degree qualified.  He has successfully passed the all-important National Government exam in 2019 which is mandatory for all financial advice practitioners. He is a Fellow Chartered Financial Practitioner (FchFP®) with the Association of Financial Advisers (AFA) and a registered Tax (Financial) Adviser with the Tax Practitioners Board (TPB).

Jane Brown

Head Accountant

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Sample Someone

Director

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