Choose To Work With A Multi Award Winning Practice and Financial Adviser.
If there was a promise to financial planning it would be that we help your dreams come true. That may sound like a fairy tale, but deep down within us we all have dreams and we all want to do the things that are important to us and make us happy, right?
Unfortunately in our experience we have found that many people spend more time planning a dream holiday than they spend planning their dream life. At Acquira Wealth Partners we have come to understand that although people have goals and dreams, they also have fears and concerns and often the idea of financial planning can seem overwhelming.
Often, depending on where you are in life, there will be some key planning opportunities that you can take advantage of and these are highlighted below. See what might fit with you as you continue to discover more about how we work with clients and what we hold as important.
18 – 30
Foundations to Wealth
It is never too early to start planning your financial future.
Earn a regular income but you’re not sure where it goes
we take the time to get to know you during a meeting at our expense,
we ask question in order understand what you care about and
we help you discover if you are on track to achieve those things.
If you’re on track, then maybe there are a few things we can point out that will make the journey easier and sometimes there is not much we can do. Either way, it’s great to have a professional check up and know that you are on track.
However, if there is a gap between where you are and where you would like to be then that is where the promise of financial planning can step in. Putting together a financial plan is a way to start building a future where more of your dreams can come true. It doesn’t matter what it is, if it is important to you, Acquira Wealth Partners will start the journey with you and stay with you through good times and bad to help you realise your dreams.
At Acquira Wealth Partners we stand apart from other financial planning business because all of our initial and ongoing financial advice is on a fee for service basis. The foundation of our business is trust and transparency with our goal to have happy clients living their dreams.
If you are wanting to partner with a business that is invested in your success, contact us today for a no obligation meeting.
During our initial meeting we take the time to understand your personal circumstances and what is most important to you. We will listen to your hopes and understand your fears to work closely with you to build a plan that addresses your dreams. We ensure that the financial solutions we recommend are selected purely on the basis that they suit your needs and move you closer to realising your dreams.
At Acquira Wealth Partners we believe that clear and concise communication is very important. We will do our utmost to ensure that, not only do we keep you up to date with the important things that you need to know, but we keep it simple and easy for you to understand.
We also appreciate the importance of helping you to increase your financial knowledge and to become a better investor. Because in our experience an ongoing financial education leads to a better, more confident investor and a highly satisfied client. Our ongoing financial education is delivered via email, newsletters, educational videos, content on our website and social media.
Exceptional and thoughtful client service is the standard that you should expect from any professional financial service company. More that that though, we aim to proactively manage your financial affairs, and provide you with an experience that you can’t help but share with your friends, family and colleges. Our training and deep understanding of your situation provides our team with the ability to anticipate your needs and respond to your day to day concerns in such a way that inspires confidence and trust.