Joel Edelman

Acuity Wealth

Platinum

15 Yrs Experience

Sydney, NSW 2000

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We provide goals based Financial planning to help our clients make informed decisions. Our ongoing review process allows us to partner with our clients through their life's transitions. Having a flat fee for service model enables our clients to engage at different stages of their wealth building or wealth management journey.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Providing a flat fee, values and goals based strategic plan.

4.25 January 2017

Joel offers very practical advice in layman's language!

4.00 November 2016

Joel is always available to assist in a friendly manner with sound advice.

4.50 October 2016

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5.00 October 2016

Very informative and never made you feel overwhelmed , happy and o answer any question.

4.75 October 2016

I found Joel very accommodating around our very limited schedule as small business owners. His explanations were comprehensive and easy to understand. Joel took the time to learn about our situation and specific goals then tailored a plan to achieve those goals.