ActonAdviceGroup

ActonAdviceGroup is a Canberra financial advice practice operating from Calwell, with Lynette Murray as its principal adviser. It helps families, business owners, public servants and Defence members plan around their responsibilities and future goals.

Advice covers wealth creation, investment classes, retirement planning, tax-aware strategies and financial protection. For clients with business interests, the firm also discusses small-business succession and how a change in leadership may affect personal finances.

The practice has particular experience with public-sector and Defence superannuation, including CSS, PSS, MSBS, DFRDB and ADF Super. It helps clients examine retirement timing, contribution and benefit options, and the transition from military or public-service work into a new phase of life.

ActonAdviceGroup works by appointment, with consultations currently held by videoconference. Its planning process uses discussion to identify the main questions before developing tailored recommendations.