ACru Wealth Financial Advisory
About the company
ACru Wealth is a financial advisory firm based in Buderim on the Sunshine Coast. The firm works with clients locally and Australia-wide, offering meetings in person or virtually. Its services cover wealth creation, superannuation, retirement planning, aged care, estate planning, cashflow and wealth protection.
Angus Cooper is Owner & Managing Director, and Carly Cooper is Owner & Business Manager. Daniel Harvey serves as a Financial Adviser. The team also includes Artan Cabdi as Head of Implementation, Nancy Lee-Gallop as Client Experience Manager, Eda Fausto as Head of Paraplanning, Lynch Densing as Senior Paraplanner, and Gillian Jimenez in Implementation & Adviser Support.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I can not recommend Angus and his team highly enough. The personal approach and genuine care for our families financial needs has me confident we are backed by a a team full of great people.
Angus, Daniel, Mick, Jill and Nancy have been so helpful with our finances and planning for the future. They have saved us thousands and improved our position dramatically. A fantastic team that are thorough and efficient at what they do. Thank you Acru Wealth!!
Personalised top level service received from a friendly and approachable team … the advice has given us the confidence to manage our finances and live our lives with appropriate safety nets in place … thank you so much
My Husband and I thought we had positioned ourselves Financially for Retirement.It wasn't until we sat down with Angus and Mick @ Acru in early 2024 , we realized we had missed several great Investment Ideas.Both Angus and Mick made Us aware of several better performing Investments to Shore up our Financial security heading towards our Retirement.This also made for a better Outcome on when we can retire and brings this date closer to what were had always hoped would be the date we finished working the daily 9-5. We can 100 % say and recommend Angus and Acru for their Attention to detail , honesty and Continued service. Tracey .
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!
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.
Spent an interesting and informative hour or two with Angus and Mick who explained the strategies they wanted to take us through. We were happy with their recommendations. I will say that we much prefer the face to face meetings like we had last week, rather than the phone conferences.
Financial advisers & planners in Sunshine Coast compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sunshine Coast are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | MB Financial Group | ★ 5,0 | 195 | No |
| 2 | Dalton Financial Partners | ★ 5,0 | 124 | No |
| 3 | Stream Financial - Sunshine Coast Financial Adviser | ★ 5,0 | 121 | No |
| 4 | Elements Financial Planning | ★ 5,0 | 41 | No |
| 5 | Jasper Financial | ★ 5,0 | 39 | No |
| 12 | ACru Wealth Financial Advisory (this page) | ★ 4,6 | 31 | No |
