Our Process

Our financial planning process is built from one simple principle: getting to know you and your unique financial circumstances before making any recommendations.
So, how does the advice process work?

Our financial planning process is simple:

Step One: Discovery Meeting

We sit down with you to take a look at your current financial situation and your future goals. Everybody is different, which is why we take the time to look at your big picture when creating a financial plan that’ll help you meet your goals.

Step Two: Producing Your Plan

Then, we create an appropriate plan for your financial circumstances and goals. Financial advice is about more than just numbers, income, super, mortgages and assets. It’s about creating a clear understanding of the life you’d like to lead, the wealth and peace of mind you want to create and how appropriate advice can help make that happen.

Step Three: Implement and Review

Once your plan ticks all of your boxes, we begin the implementation process. At Acuity Wealth Management, we’re focused on ongoing support, so you’ll never have to lie awake at night worrying about your financial world. Our reviews help to ensure you’re on track to create your dream financial future.

Ready to turn your dreams into a reality?
Contact the team at Acuity Wealth Management today.
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