You basically just want to get from point A to point B, right? Initially you may want to take the freeway and are eager to get there a fast as you can. Then during the trip your car breaks down and you have to take a rest and get some repairs done. You might see a road sign along the way that looks interesting and before you know it you are taking time out to enjoy the local sites. Or maybe you decide you would prefer to take the longer or more scenic route. Everyone’s journey is different.

At AcaciaFP we design the way to get you to your destination on time and in the manner that you wish, keeping you and your wealth as safe as possible along the way. Things are going to change, that’s for sure, you just need to let us know when they do.

At our first meeting, we listen to what is important to you, what your concerns are and what you would like us to assist you with. We gather as much information about you as possible, so we can speak about your goals and gaps and how best to navigate to where you want to be. At the end of this discovery meeting, we will let you know if there is something we can help you with and also how much work is involved and how much it will cost. Depending on what we discover, we may refer you to other specialists, such as an accountant or a solicitor.

After we have collected all the required information that assists us gain a deeper understanding of you and your current situation, we start the brainstorming process. This is where we look at different strategies and tools that will work best for you. As we go through all the options, we may use certain parts of each idea to create and design your final strategy.

At this meeting, we present you with your recommended strategy. It is important that you understand the strategy so that you can see the benefits for yourself. You are also given time to read and digest the advice and we welcome any questions that you may have. We may also redefine things if you are not 100% comfortable.

Once you’re happy to proceed, the advice will be implemented and you become a valued client of AcaciaFP. You join a boutique client base of motivated and committed people building their financial security. But more importantly, you make the first and most powerful step towards your journey of financial independence.

Regular reviews are so important to the success of your financial wellbeing and we offer a range of ongoing agreements to choose from. In between those regular reviews, we encourage you to let us know of any changes that happen in your life that will impact your current advice and your end goal.