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North Financial Group

North Financial Group

  • Investment & Wealth Management
  • Dickson, ACT
  • ABN 88 145 806 257

North Financial Group is a boutique financial planning practice in Dickson, Canberra. It offers investment, superannuation, retirement and protection advice, with meetings at its office, a client's workplace or another convenient local venue.

Company Overview

North Financial Group is a flexible Dickson advice practice that can meet clients at work, at a nearby cafe or at its own office. Adviser Ben provides accessible discussions about investments, superannuation, retirement and the practical priorities of busy Canberra households.

North Financial Group offers appointments at its Dickson office and convenient local venues, including workplaces and cafes. Adviser Ben uses that flexibility to help busy households discuss practical investments, superannuation and retirement choices.

The ability to meet at a convenient location is a distinctive part of North Financial Group's approach. A client can arrange to speak with the adviser at the Dickson office, at work or in another suitable local setting. This is particularly useful for people balancing professional and family commitments.

Advice can start with a specific question about an existing superannuation fund or broaden into investment and retirement planning. The adviser considers when money may be needed, the financial responsibilities a household already has and the level of investment volatility it can accept. Savings intended for near-term expenses are considered differently from long-term retirement assets.

Direct contact with adviser Ben supports practical conversations about the choices available. The service aims to make it easier for Canberra households to understand their financial position and review decisions as family and working circumstances evolve.

Services & Expertise

AI-generated from public information. Please verify against actual business needs.

Service Focus
  • Wealth Management13%
  • Investment Advisory13%
  • Superannuation Advice12%
  • Risk Management12%
  • Retirement Planning12%
  • Financial Planning13%
  • Asset Allocation12%
  • Portfolio Management13%
Service Area
ACT
85%
Online
15%
Client Size
IndividualsFamilies

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