Let Me Help You Overshoot Your Goals in the Right Ways.
Let us begin to unpack your vision and create a decisive financial prosperity plan to help you get ahead and build a lasting legacy.
What We Do
Acquaint Private Wealth Management, is a Melbourne based financial planning practice, providing clients financial advice and services.
Lifestyle Protection.
Researching approved insurance policies for specific suitability and cost-effectiveness to match your personal situation.
Wealth Creation.
A diversified range of managed investment funds, direct shares, term deposit to invest appropriately to increase your wealth.
Retirement
Planning.
Personalised advice and strategies for a smooth transition into retirement as well as analysis of funds available versus your retirement income goals
Testimonials
“Morris really cares for his clients and is very knowledgeable within the finance industry. All of my enquires have been responded to promptly and I am very happy with his service. Thank you”.
Elizabeth - Melbourne