We make financial planning simple.

Acacia is a boutique financial planning business built on becoming a long-term, proactive partner supporting every client through their life’s opportunities and challenges.

Meet our Team

Our Services

What We Do

We invest time in getting to know you: your financial circumstances, your priorities and goals. Our approach is a world away from the big corporates, allowing us to custom-build financial plans that are a great fit now – and can flex and switch as life unfolds.

Holistic financial planning

We guide you through your financial journey, creating tailored plans to help you achieve financial freedom and fulfillment, no matter your life stage.

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Retirement planning

Ensure your financial independence in retirement with comprehensive planning that lets you choose whether to work or enjoy your freedom.

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Investment advice

Expert investment strategies to help you grow your wealth while managing risk, tailored to your goals and risk tolerance.

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Tax-efficient strategies

Optimise your tax situation with strategies that help you keep more of your hard-earned money and achieve your financial goals.

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Estate planning

Secure your legacy by ensuring that your assets are passed on according to your wishes, protecting your loved ones and your wealth.

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Business exit planning

Plan for a successful business exit with strategies designed to maximise value and ensure a smooth transition.

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A Personal Financial Overview

Financial Health Check

Our Financial Health Check helps you understand your financial wellbeing by identifying key areas for improvement. It provides a personalized report with clear next steps. Get started today and take control of your financial future.

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