SET Wealth is based in the Adelaide Hills. SET Wealth is a provider of high quality financial planning advice and ongoing service to the Hills and surrounding regions (including Adelaide).

We offer expert financial advice, trusted portfolio management and cutting-edge strategies to our clients. At SET Wealth, we believe in innovation, growth, honesty and the power of community. We pride ourselves on providing the very best in client services, so you have more time to what makes you happiest.

SET Wealth is fully committed to the establishment of quality relationships, the provision of quality advice and the promotion of the value of advice.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose the right investment strategy
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

For more information about us, including areas we specialise in, please download our Financial Services Guide

Troy Mickan

Director / Financial Advisor

Tanya Stevens

Client Service Manager

Carly Mickan

Business Administrator

Rebecca Crouch


Lavonne Polson

Client Service Officer

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