Financial Planning at Aqua Wealth Pty Ltd — Aqua Wealth
Financial Planning, Mortgage Finance & Life Insurance. With over 100 years combined experience, we've got you covered.
finance, financial planning, planning, wealth creation, insurance, mortgages, banking, superannuation, SMSF, lending, LMI, mortgage, mortgage finance, loans, home loans, interest only, budgeting, cashflow management, cash flow, TTR, pension, aged care, retirement, super
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Managing your way through the financial wilderness can be a stressful process. We're here to help make things simple and easy for you.

AWARD WINNING FINANCIAL SOLUTIONS FROM AQUA WEALTH PTY LTD

Just because your financial situation is complex, that doesn’t mean it should be too difficult for you to understand and control.

We believe that Wealth Creation is all about YOU. Success has a different meaning to different people.

Whether you’re planning to make your wealth, grow it, enjoy it, protect it, leverage it or even dispose of it, we’re here to guide you through the process so that you can focus on doing the things you love.

  • What we do

    • Creating & preserving wealth
    • Transition to retirement (TTR) strategies
    • Superannuation including SMSF
    • Aged Care
    • Cash flow & money management

  • Who we can help

    • Individuals & young couples
    • Growing families
    • Pre-retirees
    • Retirees
    • Business owners & professionals

  • Why use us?

    • We make things simple and easy for you
    • All your financial services are under one roof
    • Create more time to do the things you love
    • You get a face to face relationship
    • Our service is centred around you, not us!

HOW DOES FINANCIAL PLANNING WORK?

We’ve been helping people just like you for a long time, so naturally, we think we’ve become pretty good at it. That’s why we’ve developed a simple but highly structured approach to help you map our your journey to financial freedom – an approach that has one thing in common during every stage – it’s all about YOU.

1. It's all about you
20%

We’ll begin by finding out what matters most to you. We want to know everything, from what you hold most important to what’s driving you to succeed. It’s important to know who you are and what drives you because that ultimately feeds back into the financial decisions you’ll make now and leading into the future – hopefully on your path to financial freedom.

2. Defining 'success'
40%

Once we know and understand you and where you’re at, it’s time to define what success looks like to you. Since ‘success’ has a different meaning to just about everybody, it’s really important that we know what your goals and objectives are that so that you have a clearly defined expectation of where you want to be.

3. Mapping out your journey
60%

Now we know what you’re all about, and what it is you’re after – it’s time to put a plan in place. We’ll work with you to map out a financial journey and provide you with a blueprint that offers you peace of mind and the confidence to reach your goals.

4. Bringing it all together
80%

We’ve got the blueprint and we’ve set our targets, it’s time to make things happen! Once we’ve agreed on your plan we’ll help you every step of the way in putting it all into play!

5. Review and keep things in line
100%

Sometimes life happens. That’s why we think it’s important to make sure that your goals and your definition of success is regularly reviewed and updated because the reality is that things change. And with that, sometimes so does your perspective. That’s why we’ll regularly review where you’re at and make sure that we can keep you on track. Whether it’s planning for the unplanned, or expecting the unexpected, it’s important to make sure that you review where things are at regularly.

MEET THE FINANCIAL PLANNING TEAM

FD

I love travel, my family, the Liverpool Football Club and the Richmond Football Club

Frank D'Alessandro

Principal & Senior Financial Adviser
AJ

Andres Jones

Senior Paraplanner

 

 

AQUA WEALTH PTY. LTD. ABN 43 152 003 284, Corporate Authorised Representative (ASIC 410879) of Paragem Pty Ltd ABN 16 108 571 875 Australian Financial Services Licence 297276

Website: www.paragem.com.au  | Tel: (02) 8036 6490

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The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Speak with one of our experienced and friendly team today!