I work with family groups to clarify why they do what they do, what's important to them and what the ideal future looks like.
I provide insight into where they are today, the different strategies that can support them to get to where they want to be, and connection to a network of professional advisers that can support them.
We partner together to ensure the plan is implemented effectively, connect regularly so they remain on track with the plan as life changes and to support them with major decisions whilst project managing outcomes that are central to achieving the plan objectives.
Our advice costs are based on the 3 key factors:
1. Complexity of the advice required
2. Implementation time and risk
3. Value of advice
We quote a fixed price fee for any work completed.
Initial advice fees start at $3,300 incl GST
Ongoing advice fees start at $330/mth incl GST
Declan has been very thorough in supporting us in planning for our retirement. He has made himself available for various consultations and his advice has been very well received. Declan has a professional yet personal approach and has been extremely supportive to us during the whole process. He has clearly put a lot of effort into setting up our future for which we are very grateful. I would strongly recommend Declan to anyone seeking financial planning advice.
I found Declan's approach of creating a thorough personal understanding of our circumstances and existing finances very cathartic. From there he investigated our goals and ambitions through retirement and was able to give us confidence that his planning was capable of meeting our long term expectations. He gave good advice and we were able to modify our forward plans. From there he has managed our funds in a timely and professional manner setting up the super accounts as needed. His support staff have been excellent as well. In this ever increasing "self service" environment it is very refreshing to get great service and expertise and support as and when needed. The regular follow ups are also greatly appreciated. I now feel very confident that my finances are in the best shape possible. I'm sure I would not be as confident if I had to manage my finances on my own. Declan has been very professional on all levels.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2017
- Years of experience 6
- Bachelor of Commerce
Acuity Advisers Pty LtdLevel 1, 431 Roberts Rd
Subiaco, WA 6008
- 8:00am – 5:00pm Friday
- 8:00am – 6:00pm Monday – Thursday
- In person
- Video call
Acuity Advisers Pty Ltd