Acacia Financial Advisory

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Acacia Financial Advisory

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Helping families, pre-retirees and retirees simplify their finances through clear, professional advice.

05/05/2026

Money tip #1: avoid horse related activities
Low capital return, negative cashflow....
but worth every dollar this weekend 🏆

03/05/2026

Should you pay down debt or invest?

There's no one-size-fits-all answer, it’s about finding the right balance between reducing debt and building wealth based on your personal circumstances.

Here’s how I think about it.

28/04/2026

Most people think financial advice ends with the plan... That's actually where the real work starts.

Once you say yes, there's a mountain of work to be done to get everything set up properly, followed through and kept on track.

26/04/2026

Should you consider catch-up super contributions before 30 June?

They can be effective in the right situation, but they’re not always the right move. It comes down to your income, your super balance, and your broader plan.

Contact me to discuss if it's right for you.

21/04/2026

Supporting this client through the aged care process for her mum was a great reminder of why I do what I do.

Thank you for your kind words Donna 🌿

19/04/2026

EOFY is fast approaching, and for some people it’s a good time to assess or take action.

The key is knowing what actually matters for you, rather than trying to do everything before 30 June.

16/04/2026

The Easter holiday juggle is almost over.

Apparently the Machine Gun Kelly concert was the highlight… even beat the Easter Bunny this year.

Back into routine next week 🌿

14/04/2026

A bit of everything this week!

Every client has different priorities, and I love helping make sense of of their options.

Get in touch if you’ve been meaning to get clearer on your own position.

12/04/2026

Aged care is an area I specialise in, and this is one of the most common questions that comes up.

What support looks like as you get older can vary quite a bit, and understanding your options early makes a big difference.

10/04/2026

A small milestone for Acacia Advisory - our office is nearly ready.

I've been working with local trades over the past few months to create a space that works properly for both me and my clients.

Looking forward to sharing the finished space soon!

Address

PO Box 180

3764

Opening Hours

Monday	09:30 - 17:30
Tuesday	09:30 - 17:30
Wednesday	09:30 - 17:30
Thursday	09:30 - 17:30
Friday	09:30 - 17:30

Telephone

+61403198060

Website

http://www.acaciaadvisory.com.au/

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