Empower Your Financial Future with Acacia Advisory
Planning Life. Together
Our Journey to Empower Your Finances
Acacia Advisory is dedicated to simplifying your financial life - whether you're building wealth, planning for retirement or navigating the complexities of aged care.
We provide clear, compassionate and strategic advice tailored to your unique circumstances, empowering you to make confident decisions at every stage of life.
Meet Sara
Sara's 18 years in financial services have covered investments, superannuation, retirement planning and personal insurance needs for those who are building wealth, as well as those who are transitioning into the next phase of life. She channels her experience into helping clients make informed, confident choices about their financial future.
Before establishing Acacia Advisory, Sara spent over a decade in senior roles within private banking, including Head of Advice Enablement at a major Australian bank. She has worked closely with individuals and families solving crucial problems, understanding that each person's needs are different and their affairs must be treated with care, concern and respect.
Her style is down to earth, making complex issues easy for you to understand and solve. She genuinely cares for you and all the people she serves, finding ways to bring more happiness and less anxiety to your financial affairs.
Based in regional Victoria, she services both Melbourne and the wider North Central region, face to face and if necessary by talking with you on zoom.
Sara is an authorised representative of Insight Investment Partners Pty Ltd and holds specialist accreditation across SMSFs and aged care advice.
Our Services
Our Aged Care Planning services are designed to assist you in making informed decisions about aged care options for yourself or your loved ones. We provide comprehensive advice to help you navigate the complexities of aged care finance and make the right choices.
Comprehensive Advice
Comprehensive Financial Advice
We offer comprehensive financial advice to address all aspects of your financial situation.
Whether it's investment strategies, retirement planning, or strategic decision making, we are dedicated to providing you with holistic financial guidance.
Aged Care Advice
Aged Care Transition Advice
We can assist with all areas of Aged Care planning, whether that be Home Care packages, Retirement Living, Granny Flat or Residential Aged Care.
Transitioning into Aged Care is a complex process, and we are here to help you make sense of your options.
Insurance Claims Advice
Insurance Claims Advice
The process to claim on a personal insurance policy can be stressful and complex.
Whether you are claiming on income protection, trauma or TPD, we are here to support you through this process and ensure you are maximising your entitlements.
Book your appointment here
Opening the books...
Take the first step towards a secure financial future by reaching out to us.
PO Box 180, Kilmore Vic 3764