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      • Succession Planning
      • Virtual Chief Financial Officer (CFO) + Management Reports
    • Taxation + Advice
      • Capital Gains Tax + Advice
      • Fringe Benefits Tax + Advice
      • Income Tax Returns
      • Investment Property Advice
      • Sub-Contractor Advice
    • Key Dates
  • Advisory
    • Retirement Planning
    • Self-Managed Super Funds (SMSF)
    • Wealth Creation, Savings + Investments
    • Aged Care
    • Insurance + Protection
  • Insight
    • Commercial + Business Legal Services
    • Agreements + Terms and Conditions
      • Service + Supply Agreements
      • Employment + Independent Contractor Agreements
      • Shareholders Agreements
    • Business Policies + Compliance Advice
      • Internal Policies
      • Website Privacy Policies + Terms and Conditions
      • Privacy + Data Breach Obligations
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      • Intellectual Property
      • Disclaimer Statements, Client Waivers + Consents
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  • Legal
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      • Financial Settlements + Property Settlements
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      • Divorce
      • Family Violence + Intervention Orders
      • Pre-Nuptial Agreements
      • Adult Adoptions
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      • Wills, Powers of Attorney + Estate Planning
      • Online Wills
      • Contesting A Will / Part IV Claims
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Advisory

Financial + Business Advisory

We are zealous about helping our clients set + achieve their financial goals. Our advisory team specialises in a variety of areas that help you to improve + gain control of your financial situation.

Our Areas of Expertise include:

Retirement Planning
Self-Managed Super Fund (SMSF)
Savings & Investments
Aged Care
Insurance & Protection

WHAT OUR ADVISORY TEAM DO

Our expert team of advisors have been part of Canny Group for over 30 years.  We love our clients and we love to see them succeed.  So, it’s no secret that our team of advisers strive to provide outstanding service and results to all of our clients.

We pride ourselves in offering services that are accessible, professional, innovative and of the highest quality.

We are Financial Advisers who work alongside our other service arms to ensure that we can offer the highest quality service when it comes to financial advice relating to estate planning, tax planning, retirement planning, and also your financial goals.

HOW OUR ADVISORY TEAM ARE DIFFERENT

Canny Advisory are zealous about helping individuals and businesses set and achieve their financial goals.

We pride ourselves on making sure you understand the strategy, while helping you with personalised, tailored advice to help you make the right decisions both personally and professionally.

So, how are you taking control of your financial future?  Did you know that having a financial advisor isn’t about how much money you have – it’s about working out how you’re going to get to where you want to be!

Everyone has aspirations and goals in life that are unique and everyone defines their idea of success differently.

This is why we take the time to get to know our clients and the approach we take isn’t just about the right now, it’s about making plans for the future and being with you, every step of the way.

MORE THAN JUST ADVISORY

We are more than just an advisory firm offering financial advice, we are experts in our field of self-managed super funds, retirement planning, investment management and also aged care.

We are the financial advisory professionals in our field.

If you are looking to improve and gain control of your financial situation, as well as make sure you have the right protection in place for what life has in store for you, Canny Advisory is the expert team that you want beside you.

To read our Complaints Policy, please click here.

To view our Financial Services Guide (FSG), please click here.

To read our Privacy Policy, please click here.

To read our Terms of Business, please click here.

Meet the Advisory team

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WHAT OUR ADVISORY TEAM DO

Our expert team of advisors have been part of Canny Group for over 30 years.  We love our clients and we love to see them succeed.  So, it’s no secret that our team of advisers strive to provide outstanding service and results to all of our clients.

We pride ourselves in offering services that are accessible, professional, innovative and of the highest quality.

We are Financial Advisers who work alongside our other service arms to ensure that we can offer the highest quality service when it comes to financial advice relating to estate planning, tax planning, retirement planning, and also your financial goals.

HOW OUR ADVISORY TEAM ARE DIFFERENT

Canny Advisory are zealous about helping individuals and businesses set and achieve their financial goals.

We pride ourselves on making sure you understand the strategy, while helping you with personalised, tailored advice to help you make the right decisions both personally and professionally.

So, how are you taking control of your financial future?  Did you know that having a financial advisor isn’t about how much money you have – it’s about working out how you’re going to get to where you want to be!

Everyone has aspirations and goals in life that are unique and everyone defines their idea of success differently.

This is why we take the time to get to know our clients and the approach we take isn’t just about the right now, it’s about making plans for the future and being with you, every step of the way.

MORE THAN JUST ADVISORY

We are more than just an advisory firm offering financial advice, we are experts in our field of self-managed super funds, retirement planning, investment management and also aged care.

We are the financial advisory professionals in our field.

If you are looking to improve and gain control of your financial situation, as well as make sure you have the right protection in place for what life has in store for you, Canny Advisory is the expert team that you want beside you.

To read our Complaints Policy, please click here.

To view our Financial Services Guide (FSG), please click here.

To read our Privacy Policy, please click here.

To read our Terms of Business, please click here.

Frequently Asked Questions

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Testimonials

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IT WAS LIKE RECEIVING ADVICE FROM YOUR MUM – BUT YOU ACTUALLY LISTEN TO IT!

We have been with Canny Group for seven years now.  After deciding at the start of 2020 we wanted to start a new business, we took the idea straight to Amanda who offered us second to none advice.  It was like receiving advice from you mum, but you actually listen to it.

Amanda was kind, compassionate but incredibly real – her open and honest communication meant we were going into our venture with our eyes wide open to some of the hard facts of business but felt we had the tools for success.  After months of feedback and tweaking to our business plan – we have confidently been able to take the next steps into bring our venture to life.

Without Amanda, her great advice, time and mentoring, we would not be seeing the success we are today!

Zara + Conor McNie

Franchise Owners

Blackhearts & Sparrow

We are Humble Caring Safe Real Innovative Fun Disruptive Respectful

Canny Group

About

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Office Hours

Monday: 9.00am - 7.00pm
Tuesday: 9.00am - 5.00pm
Wednesday: 9.00am - 5.00pm
Thursday: 9.00am - 7.00pm
Friday: 9.00am - 5.00pm

Saturday:
9.00am - 11.00am
Phone Appointments Only

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Contact Us

  • [email protected]
  • (03) 5278 9500
  • (03) 5278 9500
  • Gate C, E3 Federal Mills Park
    33-35 Mackey Street
    North Geelong VIC 3215
  • PO Box 416
    North Geelong VIC 3215

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