Personalised advice on every aspect of your financial planning
Acro Wealth Management provides a variety of financial planning services and solutions to not only grow but also protect our clients' financial wealth.
By providing personalised financial advice, our aim is to ultimately help clients enable their money to work for them effectively.
At Acro Wealth Management, your journey to secure your financial future starts with our expert planning services.
We use a process to objectively understand your financial goals and needs. In turn we prepare personalised and tailored financial plans to help you achieve your goals in the most effective manner possible.
Whether it is by keeping you informed of law changes or identifying opportunities for growth and wealth protection, we pride ourselves on being prompt and proactive.
Our team of financial advisers have over 15 years of financial planning experience. We never fail to ensure that the financial advice we carefully provide is clear, comprehensive and in our clients’ best interests.
Our holistic approach allows us to take care of all your financial planning needs. Whether that is superannuation, investment, insurances, or even legal services.
When you need expert financial planning advice here is how we can help.
Investments
Managed Funds
Exchange Traded Fund
Direct Shares
Property Investment Strategies
Non-super investments
Superannuation &
Retirement Planning
SMSF Advice
Superannuation Products
Superannuation Consolidation
Aged Pension Entitlements
Wealth Creation
Life Insurance
TPD Insurance
Trauma Insurance
Income Protection
Claims Management
Wealth Protection
Wills
Death Benefit Nominations
Enduring Power of Attorneys
Testamentary of Trust
Debt Management
Australians have the world's second-largest household debts. We know it, we worry about it, and there is increasing evidence it is changing our way of life.
On an individual level, 37% are struggling to pay off their own debts, with almost half of millennials reporting that debt is a problem for them personally.
Source: ABC News
Schedule your complimentary consultation to learn how you can effectively become debt free. You may also download your copy of "5 Tips on How You Can Manage and Reduce Your Debts".
Wealth Protection
Are you one of the 16 million underinsured Australians?
Each year that passes, the underinsurance gap in Australia increases.
Recent statistics show that many Australians don't have enough life insurance cover. Less than half (42%) of Australians have enough life insurance cover to provide the same standard of living for their families if they were to pass away.
The underinsurance gap adds up to a staggering $1.833 billion.
The statistics show that around half of Australians who have Life Insurance don't have enough.
Source: NobleOak
How protected is your family if something were to happen to you?
Schedule your complimentary wealth protection session to learn how to protect your family and assets.
Retirement Planning
Are you prepared for retirement?
CPA Australia have recently reported that unadvised individuals are less likely than advised individuals to be well prepared for retirement. Almost half of unadvised consumers (48.4%) feel they do not have enough money for their desired retirement, compared with 23.5% of advised individuals.
Although you may not be able to access your super until you reach preservation age (usually 60 for most Australians), it is important to start planning so you can live the retirement lifestyle you deserve.
Schedule your complimentary retirement planning session to understand the best way to plan for your retirement. You may also download your copy of "5 Things You Didn't Know about Super".
Estate Planning
The stark reality is half of Australian adults do not have a will, with 34% who understand they need one but just "haven't got around to it."
The importance of having a valid Will simply cannot be overlooked and is a vital aspect of protecting your wealth that you have worked hard for.
Not sure what you might need?
Complete our short questionnaire and receive your free recommendations report. Alternatively, contact us today for a complimentary, no obligation 15-minute-chat.
Need help
with your finances?
Your trusted financial planning adviser
Monday - Friday, 8am - 5pm AEST
Saturday, 9am - 12pm AEST (Appointment only)
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DISCLAIMERS
The information on this website is of a general nature only and has been prepared without taking into account your particular objectives, financial situation or needs.
Before selecting any product or service or acting on any advice you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.
If any information in this publication relates to a particular product or service you should obtain any relevant disclosure statement for that product or service before making a decision about whether to acquire the product or service.
Liability limited by a scheme approved under Professional Standards Legislations.
Mohammed Saheed (308525) and Acro Financial Services Pty Ltd t/a Acro Wealth Management (1246594) are Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735, AFSL No. 229892, ACL No. 229892, Level 23, 25 Bligh Street, SYDNEY NSW 2000
© 2023 Acro Wealth Management