The Acute Wealth Management Approach
Goals:
Define your goals regarding; Wealth, Retirement, Lifestyle, Estate Planning and Protecting what’s important.
Planning:
Develop a clear plan to achieve these goals with maximum certainty and minimum risk
Strategy:
Maximize opportunities available, using smart strategies to build wealth, save tax, protect assets and reduce debt.
Behavior Coaching:
Research suggests behavior is a key driver in achieving financial success.
Your trusted AWM adviser will help you make smart decisions about investments and avoid making the big mistakes that most people make.
‘SMART’ Investing with ‘CARE’:
Acute has an industry leading investment process called investing with ‘CARE’.
- Structure (low cost/tax efficient)
- Methodology – Investing with ‘CARE’
- Asset Allocation
- Rebalancing
- Time in the market
Watch the below video link introducing our investment process:
Investing with ‘CARE’ - CARE investment philosophy
Fee for Service:
No Commissions received from investment products or super providers.
Our fees are based on complexity and value provided.
We offer a complimentary initial meeting to identify how we can work together and to determine a service package that meets your needs.
There is no obligation to proceed after the initial meeting.