Acquaint will listen to your personal needs, objectives and concerns and provide professional solutions by using our expertise in the following areas:
PERSONAL RISK INSURANCE & WEALTH PROTECTION
An analysis of your current situation to provide lump sum funds in the event of your accident, illness or untimely death…!
SUPERANNUATION FUND & STRATEGY ADVICE
Pre & post-retirement strategies to ensure your financial security in retirement.
PRE-RETIREMENT & RETIREMENT PLANNING
Personalised advice and strategies for a smooth transition into retirement as well as analysis of funds available versus your retirement income goals.
A diversified range of managed investment funds, direct shares, term deposit etc to invest appropriately to increase your wealth creation potential.
TAX MINIMISATION & TAX PLANNING ADVICE
Provide you with options and alternatives to minimise your various tax liabilities, look for any available ‘tax advantages and ensure that your super & investments are structured correctly!! (no tax schemes!)
Offering alternatives and advice on ways to structure your debt, identify ‘good & bad’ debt & maximise the use of equity in your property/ies