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A Financial Plan

Built Around You

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Who we are
Boutique Financial Advice
Built Around You
OUR APPROACH

Goals and Values at the
Heart of Your Plan
WHAT WE DO

Advice for Every Stage of
Your Financial Journey
Our Services

Financial Advice for Every Stage of Your Financial Journey

Superannuation
Tax Planning
Retirement Planning
Estate Planning
Insurance Strategies
Business Ownership
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OUR PHILOSOPHY

A Thoughtful Approach to

Your Financial Future

Understand

We take time to understand your circumstances, goals and priorities before developing your strategy.

Plan

We build a comprehensive financial plan tailored to your needs, priorities and long-term objectives.

Advise

We provide clear, considered recommendations to help you make informed decisions about your financial future.

Evolve

We review and adapt your strategy as your circumstances, priorities and goals change over time.

10+
YEARS OF EXPERIENCE
6
CORE FINANCIAL SERVICES
100%
PERSONALISED APPROACH
1
FINANCIAL PLAN BUILT AROUND YOU
WHY ACUITY WEALTH?

Advice That

Starts With Your Goals Reflects Your Priorities Plans for Your Future
Personalised advice built around what matters to you.
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Testimonials

Trusted Advice. Long-Term Relationships.

Read Client Stories
4.9
Google reviews

“Joel’s approach to financial advice has been outstanding. We’ve built a collaborative, long-term relationship focused on establishing strong financial foundations and evaluating investment opportunities.

When considering investments, Joel provides thoughtful analysis, asks the right questions and helps identify and manage potential risks.

We openly discuss each opportunity and whether it is the right fit, always keeping my long-term financial goals in focus.”

Craig Clark
Group Technical Director at Goodman

“Even as a senior finance professional, managing my family’s finances can be complex and time-consuming. Joel makes the process simple by listening carefully and tailoring a plan around what we want to achieve.

The experience has been hassle-free, and over the years Joel has continued to help us stay on track and achieve our financial goals.”

Sue Purves
CFO, Senior Finance Professional – Global Business Services

“I highly recommend Joel Edelman as a financial advisor. He takes the time to understand your financial situation and provides clear guidance for both your current and future needs.

Joel explains complex matters in simple terms, stays proactive and keeps in regular contact, providing a consistently high level of service.”

Lorraine Cowper
Corporate Communications and Public Relations Professional
FAQ

Financial Advice FAQs

Common questions about working with Acuity Wealth and planning your financial future.

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We take the time to understand your goals, priorities and circumstances before developing financial strategies tailored to your needs.

Yes. We can help with superannuation and retirement strategies designed around your goals, financial position and desired retirement lifestyle.

Our services include superannuation, tax planning, retirement planning, estate planning, insurance strategies and advice for business owners.

Yes. Our approach is based on understanding each client’s individual circumstances, goals and priorities before making recommendations.