Acadia Wealth Advice

Welcome to Acadia Wealth Advice, a boutique establishment located in Cronulla, Australia. Our institution was founded with a strong commitment to putting client interests first. We understand that successful individuals not only want to achieve professional accomplishments but also desire to live the life they truly want. That's why our team of trusted advisers is here to help you translate your professional achievements into personal results.

At Acadia Wealth Advice, we believe that true wealth advice goes beyond simply investing and accumulating assets. We are dedicated to helping our clients organize their financial affairs and guiding them along their chosen path. We understand that each person is unique, and therefore, we provide a tailored approach to help you achieve your desired goals. Our recommendations are always based on what we believe is in your best interest.

One of the reasons why our clients choose to partner with us is because we act as a sounding board for all things financial. We understand that making important financial decisions can be overwhelming, and having a trusted adviser by your side can provide clarity and peace of mind.

In addition to our personalized approach, Acadia Wealth Advice also offers tools to bring your estate plan into the 21st century. We understand the importance of staying up-to-date with the latest advancements in estate planning, and we are here to provide you with the necessary information and resources to ensure your estate plan is comprehensive and effective.

We would like to emphasize that the information provided on our website is general advice and may not take into account your specific objectives, financial situation, or needs. Therefore, we encourage you to carefully consider whether the advice is right for you before making any decisions. As always, it is important to read the Product Disclosure Statement (PDS) when considering any financial product.

Acadia Wealth Advice Pty Ltd and its advisers are authorized representatives of Fortnum Private Wealth Ltd. We are proud to be affiliated with Fortnum Private Wealth, a reputable and trusted financial institution. Their Australian Financial Services License (AFSL) number is 357306.

If you are looking for a boutique establishment that truly puts your interests first, Acadia Wealth Advice is here for you. Contact us today to schedule a consultation and start your journey towards achieving your financial goals.