As you step into the golden years of retirement, our commitment at Acquira Wealth Partners is to transform this chapter into a tapestry of fulfillment and security. Picture a life where your hard-earned savings not only sustain you but also empower you to indulge in passions, create lasting memories, and embrace newfound adventures.
Retirement is not just about financial security; it’s about embracing the freedom to live life on your terms. Imagine waking up each day with the exhilarating knowledge that your financial plan not only supports your needs but amplifies your desires. At Acquira, we craft personalised retirement strategies that go beyond numbers on a balance sheet; they’re blueprints for a life rich in purpose and joy.
Let’s embark on this journey together. Beyond the spreadsheets and investment portfolios, we’re here to guide you towards a retirement that’s not just comfortable but truly extraordinary. It’s time to turn the page and create a retirement story that resonates with your heart’s desires. Take that step today, and let’s craft the retirement you’ve always dreamed of.
The Acquira Wealth Management Service is an ongoing service designed for clients that want:
- to remain clear about what their financial future looks like
- have regular reviews with strategy and investment updates
- access to professional advice, as and when is required
- highly skilled advisers who remain updated on all key financial and economic areas that affect you
- a support team to deal with your day to day queries and requests
First, we spend the time to understand your situation. This discovery appointment is designed to help us really understand what is important for you to achieve in your retirement. We are also looking to see if we can add value and whether we would be a good fit to work together. Additionally, you get to know us and determine if we are the type of advice firm that you wish to engage with. There is no cost or obligation during this process as it is at our expense. If we are both in agreement, we will prepare an outline of our approach, how we intend to help you and what the cost to work together will be. Prior to you agreeing to proceed we will discuss our fees upfront and transparently with you.
Once you proceed we will develop your personal retirement wealth plan and meet with you to go through all the recommendations with you. We often use visual presentation methods because we have found the saying, “a picture says a thousand words” is never more true than when presenting financial planning concepts. They are often not simple concepts but are easily explained and remembered with pictures.
If you would like to get in touch, please click here to arrange a phone call