Ace Capital Group - Financial Planners | Wealth Management | Retirement Planning 91 Upton Street, Bundall, Queensland 4217
About the Business
Welcome to Ace Capital Group, your premier financial planning and wealth management institution located in Bundall, Upton Street, 91. As an establishment that focuses on finance and insurance, we are dedicated to helping our clients achieve sustainable growth while upholding ethical practices and making a positive impact on the community. Our goal is to create long-term value for everyone involved.
At Ace Capital Group, we understand that your financial goals are unique to you. That's why we have Rob, an experienced investment professional, on our team. With a background in both large and boutique investment advisory firms, Rob brings a wealth of knowledge to the table. He has held senior positions since the mid-1980s, starting his career on the Melbourne Stock Exchange trading floor. Working with a diverse range of clients, including individuals, family offices, institutions, charities, and corporates, Rob specializes in realizing financial visions and creating practical solutions for investors.
One of our core business areas and strategic priorities is wealth management. We treat our clients like family, working alongside our partners to ensure their financial well-being. Together, we strive to make a real difference in their lives.
In addition to wealth management, Ace Capital Group's Corporate Finance division offers a wide range of services, with a particular focus on high-growth and high-potential Australian businesses. We believe in investing in businesses that we truly believe in and invite you to invest alongside us.
For everyday Australian investors, we offer a diversified credit income fund that provides exposure to credit assets with monthly income distribution. With an annual target return of 7.85% and a team of specialists with over 80 years of combined experience in managing institutional and wholesale capital, you can trust us to help you achieve your financial goals.
Ace Capital Group Pty Ltd is a corporate authorized representative (CAR No. 1285877) of JB Markets Pty Ltd (AFSL 323182), and we are authorized to provide general financial product advice. However, it is important to note that no consideration has been given or will be given to the individual investment objectives, financial situation, or needs of any particular person. The decision to invest or trade and the method selected is a personal decision that involves a level of risk. We strongly recommend conducting your own investigations and seeking independent financial advice before making any investment decisions.
To learn more about our services and to view our Financial Services Guide (FSG), please click here. Join us at Ace Capital Group and let us help you attain your financial goals and make a positive impact.
Location & Phone number
91 Upton Street, Bundall, Queensland 4217, Australia
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Over the past 9 months I have invested in the Mi Income Fund with Ace Capital. This was not a decision that I took lightly as I did not have any history with the company. Over a period of 4 months I researched and had various discusions with Ace. Many of my discussions with Rob and Sury were productive, honest, informative and with no presure to invest but factual and provided a sense of calm. Over the past nine months Ace Capital has provided a monthly distribution summary to keep track of growth. They also provide an option to withdraw as an income stream. To add to my experience Mi Income Fund is providing greater returns than original projecton. I live in Brisbane and do not know many investment companies that have gained a four-star rating financial product. I have spoken to many investment companies and Ace Capital have delivered on everything discussed. I am now looking to make further investments with Ace Capital as a transition to achieving my investment goals. Darren"
"Have been investing with Ace capital for a while now and the service and quality has been excellent. Mr Rob and Mr Suryansh always explain each and every move they make for you, which is a rarity in this field. Highly recommend them."
"Ace Capital Group is an amazing service for any individual or entity seeking to find a wide and diverse range of consultation or management of wealth, however small or large. What was outstanding was not only their professionalism and knowledge acquired from their vast experience in the field, but their excellent customer service. The team working at this establishment make you feel comfortable and very well taken care of as a result of their great communication, personalising and catering towards creating a unique and individualised strategy while having flexibility in reference to your needs. I am very happy with my ongoing relationship, especially interacting with the amazing Steve and Rob, with this locally active yet globally minded team. You will not be disappointed with the results of growth, returns and quality in service and products as you are dealing with warm and kind hearted individuals. Great job Ace Captial Group. Keep it up!"
"Rob and team at ACE CAPITAL GROUP were very easy to deal with! Very transparent and with Judgement skills and attention to detail that helped analyse the risks involved in my investments. ACE CAPITAL GROUP care about succeeding on behalf of their clients and make the right decisions whilst a pleasure to conduct business with for my finances, wealth management and risk tolerance."
"The team at Ace Capital were exceptional to work with. Everything was run very smoothly, communication was well organised and I received great returns. Thoroughly recommend :)"
List of local businesses, places and services in Queensland
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos