Who We Help

Life Stages

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PROFESSIONALS

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YOUNG FAMILIES

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MATURE FAMILIES

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PRE-RETIREES

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RETIREMENT

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Twilight years

TWILIGHT YEARS

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Here’s who we help at Acquaint Private Wealth Management:

Acquaint Private Wealth arose from a desire to assist clients to not only achieve, but exceed their financial goals and aspirations.

Our aim is to gain a clear understanding of what makes our clients financially ‘tick’, and how that thinking affects the way they want their investments and wealth creation structured.

Because we specialise in wealth management for Healthcare professionals and Small to Medium business (SME) owners, we understand and empathise with your biggest frustrations and deepest fears when it comes to your money and retirement.

Our firm particularly specialises in working with busy people who are either:

• Time-poor, and not able to give their finances the proper time and attention they deserve

• Overwhelmed and confused with the sheer volume of important financial decisions that need to be made

• Frustrated by needing to juggle the responsibilities of work, family and finances

• Hard-working, trying to get ahead financially, but just not seeing the financial results that they were looking for; and

• People who are looking for a trusted confidant to bounce ideas off, and gain some much needed guidance and clarity for their financial future

OR

• Astute investors (or people doing well financially) who are looking for additional wealth accumulation strategies

• Pre-retirees seeking certainty for the quality of life they create, and tax effective income strategies to maximise an abundant retirement

• Busy SMEs and Healthcare professionals wanting to grow, enhance and improve their financial position

• People wanting to pay off their debts faster, in order to either free up cash flow, use equity for additional investments, or to ensure they are debt-free prior to retirement; and

• Individuals who want a valuable second opinion about how their debts, investments, insurance and Superannuation strategy has been established, from an honest and unbiased professional

Our role is simple – to help you plan for a better and more enjoyable retirement. To achieve this, we work closely with you to help you create financially wise outcomes, and make the very most of the opportunities you have in front of you.

Your family’s ultimate financial prosperity is our number one aim.

Caveat: For us to work together, you MUST be passionate about wanting to do better financially, and be outcomes/results-focused.

We believe that a proper financial plan is the glue that holds you and your family together; it is the connection between you and the community’s wellbeing.

We believe that everyone must know how to build wealth, save tax, plan for his or her future, and financially protect his or her family.

Ultimately, we help you get re-acquainted with your financial strategy, and fast-track your success.

If that sounds like something you’ve been putting off for too long, I invite you to click the link below, and schedule a one-on-one discovery meeting with us so that we can get acquainted, and uncover the myriad of opportunities we can present to you.