Could being the bank of Mum and Dad ruin your retirement plans
23rd December 2024
Our Team
Morris La Spina
GradDipFinPlan, GradCertAppFin
Introducing Morris La Spina –Acquaint Private Wealth Management (FP) (Est 2018)
I am someone who is fiercely passionate about helping my clients with their superannuation, investments, insurances and retirement, and who – with a young family – enjoys a healthy work/life balance. I am passionate about my business and my clients.
Born and raised in Melbourne (Fitzroy North), after completing school, I have been lucky enough to have a variety of work experiences including hospitality and IT. I entered the finance profession in 2006, working as a mortgage broker. During my time in the bank environment, I saw first hand how important proper financial strategy is to every day Australians. This gave me a drive to further my career and make the decision to enter financial advice. In 2018, I established my current business – Acquaint Private Wealth Management.
Outside of the office I will likely be found spending time with my young family out and about at the park, beach or by the pool. I enjoy keeping fit by playing competitive Squash and getting out on my bicycle most weekends.
Convenient locations in, Melbourne CBD and Brunswick East.
Jacek Klukowski is a highly experienced financial adviser, entering the industry in 2006. With over 18 years of expertise, Jacek provides holistic financial planning services, helping clients achieve their long-term financial goals through a comprehensive and personalized approach. Specializing in Self-Managed Super Funds (SMSFs) and retirement planning, Jacek works closely with clients to ensure they have a well-structured and secure financial future, particularly in the lead-up to and throughout retirement.
Known for applying an evidence-based investment philosophy, Jacek leverages research and data-driven strategies to build resilient, diversified portfolios that align with clients’ financial objectives and risk tolerance. This method ensures that investment decisions are rooted in proven principles, maximizing returns while minimizing unnecessary risk.
Outside of work, Jacek enjoys spending time with his young children and when the joys of parenting provide a moments respite, he enjoys playing chess, gardening and is an avid reader.