The ACru Wealth Journey

We help pave the way to Wealthier, Healthier & Happier lives

What It’s Like to Work with ACru Wealth: A Step-by-Step Look at Our Planning Experience

  • Client initiating contact with ACru Wealth using their smartphone

    1. Reach Out

    Congratulations - you have made the first step, you are here - so great that you have found us. Like a bee to pollen - maybe it was just meant to be! Well hold on, let’s make sure we are the right fit for you first!

    The first thing we need to establish is DO YOU ACTUALLY NEED ADVICE?

    Nobody likes to waste precious time - that is why we start our process with a complimentary phone call to determine if advice is for you.

    Let's chat to see if we can help you!

    Book your COMPLIMENTARY 15 minute introductory call here...
  • Financial advisor Angus welcoming a client during a discovery meeting in the ACru Wealth office Buderim

    2. Discovery

    This friendly introductory session can take place in our office or online - the choice is yours!

    If after your initial phone call with one of our friendly advisers you decide advice might be for you - we will send you a link to do our 5 minute Financial Health Check and set an appointment for a complimentary Discovery Meeting.

    This process will help you think about your unique goals and the areas you might be looking to get some help with.

    We will go over your Financial Health Check Report, and get some great clarity of your goals and aspirations so that we can map out a tailored plan specifically for your needs.

    We will outline our approach and what you should expect going forward.

    It’s a chance for you to get to know us, while we get to know you, and hopefully feel all of those good feels!

  • Joyful ACru Wealth client celebrating during the Smile Workshop after receiving their personalised goals report

    3. The Smile Workshop

    We create a goals report just for you, and a Letter of Engagement, with a clear scope of the proposed work ahead, so that you proceed with eyes open about what’s next and why. We only launch when you are ready and willing.

    We make sure you are completely clear on the exact services you need and outline all the relevant fees. No sneaky hidden costs. After a good hand-shake (or COVID friendly elbow bump) you get to relax, and we set off to build your strategy.

    From our experience, this is where our clients tend to smile a lot. They have just decided to take action (with our help) to build the life and options they want for themselves.

  • ACru Wealth advisor Mick conducting financial research and designing a tailored client plan at his desk

    4. Design

    Now this is where the magic happens.

    Like a well oiled machine, our dedicated team gets to work researching, comparing, modelling, revising, and building a personalised plan specific to your needs and goals.

    This is where you can sit back for a bit ready for some life changing, actionable steps to be put into place. We involve you where there are trade-off decisions to be made in the advice formulation. We believe in conversations, not prescriptions. We don’t build plans you don’t want to use.

  • Here’s a refined alt text for Step 5 that maintains consistency with the previous steps and clearly conveys the scene and purpose: "ACru Wealth advisor Mick presenting tailored financial research findings to a client during a meeting, smiling and hol

    5. Advice Presentation

    It’s at this advice presentation meeting where we will outline our research findings (in a clear and easy to understand way) and outline strategies on how to reach your goals and financial wealth.

    We work to the mantra of no nasty surprises, so this sometimes just formalises what we have been discussing. We also love to get the ooooh’s and aaaah’s here!!

    You will leave this meeting feeling clear and in control of your financial journey. But it doesn’t end there, we will outline how we can assist you on your path ahead, and keep you on track.

  • ACru Wealth adviser guiding a client through the advice implementation process, pointing at a screen during a collaborative meeting

    6. Advice Implementation

    Your expert support team then gets to work implementing your strategy. We will do everything we can do for you, and we point at the bits that you will need to do yourself (and make sure you do them).

    We’re friends now right? You are a part of the ACru Wealth Community. Whether you are having children, looking to retire, facing financial uncertainty or saving for a holiday, we are here to help you through the bumps of life - we are always just a phone call away!

    Let's get started!

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What people are saying…

  • "We went to see Angus and his team for financial advice as we're nearing retirement. To say I was wary was an understatement. Angus and his team have set a plan in place to help us realise our potential which also has taken so much stress out of the process. Without their help and guidance we would be floundering in the dark. Thank you so much and we look forward to a dealing with you into the future.

    ⭐️⭐️⭐️⭐️⭐️ — J Schimak Oct 2024

  • "I am absolutely thrilled to recommend Acru Wealth for financial and investment services! Following a glowing referral from my pal Bernie, I had the pleasure of meeting with proprietor Angus Cooper and his fantastic team. From day one, their professionalism, expertise, and warm approach made the entire experience a joy. Their communication is first-class—clear, prompt, and insightful—ensuring I always feel well-informed and confident in my financial decisions. The welcoming office environment (great coffee included) sets the tone for productive and comfortable discussions. And beyond the initial meetings, their follow-up service is impeccable—every question I’ve had has been thoughtfully and thoroughly addressed in no time. No, I’m not being paid for this review 😉—I just believe that when you receive outstanding service at a fair price, it deserves to be recognized. If you're looking for a trusted team to guide you through financial planning and investments, I highly recommend Acru Wealth!"

    ⭐️⭐️⭐️⭐️⭐️ — David Feb 2025

  • “A really lovely and diligent group of professionals. They give a lot of time and attention to our investments, super and tracking how we are fulfilling our goals. What’s most exciting is how they research, explore and really seem to love ethical investments. It’s made our journey so much more rewarding.”

    ⭐️⭐️⭐️⭐️⭐️ — AJ Tennant

  • “Angus and his team have been terrific with providing advice which has been on point and simple to understand. Despite some tight turnarounds, their response times to queries has always been outstanding. Highly recommend the team.”

    ⭐️⭐️⭐️⭐️⭐️ — S Anderson

  • "I’m so grateful to ACru Wealth for all their help. They’ve really made a difference in my finances and saved me so much time. A big thank you to the team for their support."

    ⭐️⭐️⭐️⭐️⭐️ — Gina, Qld Aug 2024

  • "Angus is an experienced financial adviser whom we have continued to have advising us for our future. He is always willing to provide the tailored advice we need."

    ⭐️⭐️⭐️⭐️⭐️ — Lara, Qld Aug 2023

  • "Approachable and he explains processes until we understand and are satisfied with the arrangements. He appears to ensure we are happy with the progress of our portfolio. He supports our decisions at the same provides recommendations."

    ⭐️⭐️⭐️⭐️⭐️ — Judith, Qld Sept 2023

  • "Angus is very knowledgeable and understanding of our ongoing needs."

    ⭐️⭐️⭐️⭐️⭐️ — Lynda, Sept 2023

  • "He is in a good place with life/work that has been missing for a few years. Obviously more relaxed and can afford to be himself and hence more understanding of my needs."

    ⭐️⭐️⭐️⭐️⭐️ — Gerald, 2023

  • "Extremely amicable, informative and able to provide feedback and support, related to my own personal circumstances"

    ⭐️⭐️⭐️⭐️⭐️ — David, Sept 2023

  • "I just wanted to give a shout out to Angus and the team at ACru Wealth. I have been a client for a few years now and it's very comforting to know I have Angus and his team in my corner when it comes to my super and all things finance. Thank you for the recent interaction with my husbands shares/tax bill, you guys made things stress free. I am extremely grateful for your knowledge, communication and personal service."

    ⭐️⭐️⭐️⭐️⭐️ — D Kruger

  • "Excellent and personalised service. Angus and Mike make the mysteries of wise management of super funds accessible and understandable to the ordinary lay person🥇"

    ⭐️⭐️⭐️⭐️⭐️ — Rupert G.

  • “This was my first experience in paid personal strategic financial planning, and what these guys offered is exactly the service I was looking for. Attentive, patient, strategic and of course good humoured, especially as talking money and crunching numbers can be dry work. The advisors are good people first and this is reassuring when you're trusting a big chunk of your financial future in their professional advice. They nailed my brief - short and long term financial goals looked after! I’ve no doubt this will be a very prosperous relationship. I’m completely confident they’ve got my back and can’t recommend enough!.”

    ⭐️⭐️⭐️⭐️⭐️ — M Roxborough

For you, always.