Who We Help

Who We Help

At CANAN INVESTMENT, we believe everyone deserves access to expert financial planning and advice, regardless of their financial situation or bank balance.
With guidance backed by years of experience, you'll gain the knowledge and tools necessary to secure your financial future and reach your goals.

We've already assisted individuals like you in attaining financial success and stability.

 

Our Existing Clients Include:

Those who aim to build their family's ideal future.

Busy Families

Your life is incredibly hectic, leaving you little time to focus on yourself or your finances. Despite this, you worry about securing and providing for your family’s future.

You need someone to help you establish clear financial goals and offer a practical path from your current situation to your desired outcome.

Whatever family means to you, we're here to simplify your financial world, so you can spend more time enjoying life with your loved ones.

I want to take care of my family

Those who want to optimize their income.

High Income Earners

You’re pleased with your earnings but are concerned about whether you're fully leveraging your position. You might also be thinking about how to sustain your lifestyle and that of your family after you retire.

With your busy schedule juggling personal and professional commitments, finding time to sort out your finances can be challenging. That's where we come in.

We ensure your income is effectively working to support your retirement and help you create the financial future you envision, so you can focus more on what you excel at and less on financial worries.

I want to maximise my benefits

Those who are ready to plan for the future.

Over 55s

With various commitments on your plate, you’re increasingly concerned about your future preparedness. Retirement planning has become a priority, and you're seeking practical steps to secure a brighter future while managing your financial obligations.

We're here to help you achieve the financial future you've always envisioned.

I want to make sure I'm ready for the future

Those who find their home a bit emptier.

Empty Nesters

As your children grow up and move out, you’ll miss them but are also contemplating how this shift will impact your cash flow and financial goals.

You might be considering downsizing or taking that dream vacation.

We’re here to help you balance your new lifestyle with your financial goals, needs, and desires.

I want to make the most of my finances

Those who are enjoying life post-work.

Retirees

Having stepped away from work, you’re now ready to fully embrace life. You want to ensure your finances are secure throughout retirement while enjoying your new lifestyle.

Perhaps you’d prefer to leave financial concerns to someone else so you can focus on the present. That’s where we come in.

We manage your financial future so you can worry less and enjoy the rewards of your hard work.

I want to make the most of my retirement

Those focused on their own business.

Small Business Owners

With all your energy directed at running your business, it’s easy to overlook your personal financial situation.

While you're dedicated to your business’s success, who’s looking after your financial needs?

We do, ensuring your personal finances are managed independently of your business.

I want to improve my personal financial situation

Those who have recently left the ADF.

Veterans

After retiring from the Australian Defence Force (ADF), maximizing the value of your DVA or pension payments can be challenging.

Whether you’re planning for retirement or investing your savings, a financial advisor can assist.

Our team of qualified advisors offers personalized financial planning to ensure a secure future.

I want to control my future

Create a brighter future today.

We recognize that financial challenges vary based on individual circumstances, needs, and goals.

That’s why our team of financial advisors is here to provide expert guidance tailored to your situation.

During your one-on-one consultation, you’ll receive:

  • A clear understanding of your current financial status
  • Expert answers to all your questions
  • Guidance and direction for your personal financial goals
  • An overview of how a financial plan can help you achieve your short, medium, and long-term objectives
  • Ongoing support to help you make informed decisions
  • A detailed outline of strategies discussed, serving as your adaptable roadmap for your financial journey

Related Projects

Let’s shape the future you desire.

We focus on understanding our clients to help achieve their financial dreams.

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