What we do

Financial Road Map

As part of our educational program we provide one on one time with our Authorized or Registered Financial Advisers to help you develop a financial strategy to achieve your short, medium and long-term goals. We call this your Financial ROAD MAP.

  • Your personal financial strategy or ROAD MAP is incorporated as part of the education program
  • Our Authorised or Registered Financial Advisers will conduct a one on one needs analysis with you
  • Understand your current position, set goals, understand your risk profile and investment preference
  • On completion of the needs analysis, your Adviser will prepare your strategy or ROAD MAP
  • Your ROAD MAP will help you understand how you can achieve your financial goals
  • Authorised or Registered Financial Advisers as your personal mentor to help you stay on track

As part of our educational program we provide one on one time with our Authorized or Registered Financial Advisers to help you develop a financial strategy to achieve your short, medium and long-term goals. We call this your Financial ROAD MAP.

Your ROAD MAP will review and detail where you are financially today, assess your risk profile & investment preference, assist you with goal setting and make key recommendations to potentially help you pay off your mortgage more quickly and reduce interest costs, manage your budget and household finances more effectively and develop an investment strategy that will help you achieve your financial objectives over time.

How can we help you?

We provide a comprehensive educational program able to be completed at your own pace.

Contact Us

What our Clients say

I’m an experienced investor and searching for yield in Auckland during 2016 has been difficult with many properties not meeting my investment criteria. The ACA portfolio represented excellent value and a strong yield and I’ve been impressed by the quality of the workmanship and structure of the investment.

Gene Marr

Purchaser, ACA Portfolio

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