Your first appointment
We are looking forward to welcoming you to our office. Here are a few things to help you prepare for our upcoming meeting.
The aim of our meeting is simple
To gain a clear and complete understanding of your current financial position. To begin this process, please complete our online information form in advance.
To explore what truly matters to you, consider goals that will require money, planning, or advice to achieve.
To determine whether we are the right fit to support you in achieving those goals and helping you build financial confidence moving forward.
Some things to bring
- A copy of your current driver’s licence
- Your superannuation provider and member number
- Your insurance provider and policy number
A little about Acquira Wealth
Before we meet, discover who we are and how we help our clients.
Who we are
Clarity creates confidence. Meet the business and the people behind your advice.
About Acquira WealthOur clients’ stories
Hear from clients about their experience and what working with us has meant for them.
Watch client storiesOur Southport office
Level 2, 12 Short Street
Southport QLD 4215
Enter the building on Short Street and take the lift to level 2.
Get directionsParking
Metered parking is available in Short Street and Seabank Lane. Australia Fair Metro is another nearby parking option; please check current signs for rates and time limits.
A question before we meet?
Call (07) 5641 4428 or email advice@acquirawealth.com.au.
Book your appointment