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What our clients are saying Face the team. Distinct many other financial services providers, Acquired draws on over one hundred years combined industry experience. Today it’s more complicated, where maximum people need specialist advice on their financial future. From home and investment loans, superannuation and insurance to prosperity creation, investment planning, planning for retirement and assistance in starting or growing your own property investment portfolio Acquired is equipped with specialists who have the riches of knowledge to assist you create financial security. If you’re looking for a company that look behind your interests and genuinely want to find you the best deal, then look no further than Acquired. I will definitely recommend you to my family members and friends. Industry renowned for his progressive thinking, innovative ideas and professionalism, Michael founded Acquired over twenty years ago, with the vision of helping Australians preserve money, and turn their financial dreams into a reality. Mark has twenty-four years of commercial, business and personal banking experience. Coupled with a Diploma in Accounting and a Diploma in Finance and Mortgage Management, Mark draws on his extensive experience and impressive industry knowledge to give options superior competent to his clients. Mark understands the spectrum of client needs and the importance of planning for the future. Overseeing Ac quire’s team of ten brokers, Cleo’s position encompasses managing broker’s appointments and facilitating their loan submissions on a daily basis in order to achieve their targets. With almost ten years occupied at Acquired in a sales and marketing capacity, Cleo’s role is critical to the functioning of the company. He also specialisms in personal loans, car loans and equipment finance. With over Bi teen years’ experience in mortgage booking, Dennis has cemented himself as an expert in helping people acquire the property of their dreams. From first home buyers, investors, refinancing and restructuring, commercial loans and construction loans, Dennis has amassed an extensive client portfolio. Piece of the Acquired team for fifteen years, Dennis has accumulated an exceptional understanding of the mortgage booking industry. With a Diploma in Finance Management and Business Management (FM BM), Di has amassed an extensive client list, specializing in first home buyers and investors. Di finds that every client’s situation is unique which gives her the opportunity to magnify her knowledge even further. Whether you’re at the beginning of your prosperity accumulation journey, or retiring Terry will aid you construct riches and pave your way to financial freedom, no matter what stage of life you’re at. When Terry isn’t providing financial advice, he enjoys spending time with his friends and family, particularly his four children. specializing in first home buyers, investment property purchases and refinancing, Sara particularly enjoys building rapport with clients. Armed with 35 years’ experience in the mortgage booking industry, Sara always provides a consistent and satisfying slick of customer service by taking the time to grasp her clients’ wants and needs, making their life that small easier. When she’s not busy helping people shave years off their mortgage, you’ll find Sara having card nights with friends, spending time with her important family and watching the Crows! Matthew has a Diploma in Finance and Mortgage Management and draws on his experience and Industry Knowledge to give best options to his clients. When he is not at work, Matthew enjoys spending time with his wife and 2 year old son.
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What our clients are saying Face the team. Whether you’re at the first of your riches accumulation journey, or retiring Acquired Riches will help you construct riches and pave your way to financial freedom. Our services are tailored to each client’s specific needs because we receive the time to profit an understanding of our clients overall circumstances. Today, we continue to preserve our core values of professionalism and integrity, believing that communication coupled with particular customer service is the key to building a longstanding relationship with you. Sophisticated planning tools to help produce effective solutions. IT and systems support to underpin our extraordinary customer service. Whether you’re approaching retirement or it’s still some years away, Acquired Prosperity can help you structure your finances to save tax and maximize future returns. We can also explain how this works ensuring your transition into retirement is a smooth one. Investment planning focuses on identifying effective investment strategies according to your financial goals risk appetite. We all want to construct enough wealth to produce financial security and a comfortable lifestyle. Many people find it easier to identify concise and moderate term goals of up to five years. For many occupied Australians, investing through superannuation is an effective way to secure their financial future in retirement. While you are busy it is imperative to regularly review your splendid contributions to ensure you are saving sufficient to fund an enjoyable lifestyle once you enter retirement. It’s never too late to receive oversee of your super. However, the rules are complex, so it’s important to seek expert advice and talk to us. Imagine if the main income earner at home or key person in your business becomes disabled or even worse, dies? Urgent to any riches creation strategy is insurance, as this becomes the bottom of your financial future. At Acquired Wealth, we can eliminate the financial burden you may face during a firm period, by providing expert advice on the subsequent types of personal insurance: Many people find the task of managing their cash flow or budget time consuming and boring. At Acquired Wealth, we’ll craft a cash management budgeting system that is manageable and superior suited to your lifestyle. At Acquired Wealth, we can aid your business achieve financial oversee with effective planning and personalized budgeting solutions, incorporating: From goal setting to ongoing maintenance, we help our clients through the whole budget process so they can make more informed decisions. When planning for your financial future, it is important to find out if you qualify for any of the government benefits available to individuals and families. We can produce expert tax minimization solutions for you including:.
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