|Name||Antonio Raccuia, AFP®|
|Company||AGR Wealth Group|
|Address||968c Albany Highway
East Victoria Park, WA 6101
I am the owner and founder of AGR Wealth Group, a holistic financial planning and advice business located in Metropolitan Perth. Having worked in a Corporate environment and a previous Top 100 Accounting & Financial Services firm for 10+ years, in early 2017, I decided it was time to sail my own ship.
AGR Wealth Group specialise in giving advice to clients with a focus on strategies to build wealth, minimise tax and achieve client goals. Our team is very experienced in the provision of gearing, investment, superannuation and retirement planning advice as well as wealth protection, estate planning and aged care advice. We also handle all aspects of Self-Managed Superannuation Fund (SMSF) advice. We collaborate closely with other professional advisers including lawyers, accountants, mortgage brokers and property consultants to ensure the best outcome is achieved for our clients.
So what sets us apart from everyone else?
• Our focus is on you, our client. We take the time to understand your personal situation and our passion extends to educating you and being part of your journey.
• We are product agnostic and not tied in with any financial institution.
• Specialised, personalised advice. We don’t believe in ‘Cookie Cutter’ advice which is largely prevalent in our industry.
• We bring years of corporate experience and knowledge to our clients with a more personalised, non-corporate attitude.
• We are predominantly a fee for service business. No hidden commissions, no percentage based fees, no kickbacks. 100% transparent.
Our clients are diverse and range from small to medium business, high net worth individuals as well as accumulators. We have also dealt with complex cases in relation to marriage breakdowns & divorce.
We have built a reputation based on trust, technical excellence and mutual understanding. We are best described as your personal sounding board - real people, real advice, real results.