Personalised advice on every aspect of your financial planning

Acro Wealth Management provides a variety of financial planning services and solutions to grow and protect their clients’ financial wealth.

With its personalised financial advice, it aims to help its clients to ultimately 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.

Personalised Advice

At Acro Wealth Management, we go through a process which allows us to truly understand your financial goals and needs. This allows us to prepare personalised and tailored financial plans to help achieve your financial goals in a more efficient and effective planning manner.

Prompt & Proactive

We pride ourselves on providing our clients with a prompt and proactive service. Whether it is keeping you informed with law changes or identifying opportunities to help grow and protect your wealth, we are always looking for ways to improve.

Qualified & Experienced Financial Advisers

Our team of experienced and qualified financial advisers have over 15 years of financial planning experience. This ensures that we provide financial advice that is clear, comprehensive, and always in the best interests of our valued clients.

One Stop Solution

Our holistic approach and service offering allows us to take care of all your financial planning needs. Whether that is superannuation, investments, insurances, or even legal services. At Acro Wealth Management, we can cater for all your financial needs.

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)

Our Certification and Technology Partners

CONTACT US

Portal Office Park Unit 5A, 2994 Logan Rd

Cnr Lexington Rd, Underwood QLD 4119

P.O. Box 1147, Springwood QLD 4127

Mon-Fri, 8am-5pm

Sat, 9am-12pm (Appointment only)

YODAL LINKS

DISCLAIMERS

Legal Advice Disclaimer

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.

Corporate Authorisation Representative

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

Acro Wealth Management - Financial Planning (Personalised Advice)

© 2021 Acro Wealth Management