Wealth Management

We provide you with a holistic plan that considers all your financial affairs – investments, trusts, tax planning, risk insurance, superannuation, retirement, wills and estate planning.

Superannuation and retirement planning are areas that are often neglected or overlooked until later in life, when retirement becomes visible on the short-term horizon. However, this is a fundamental error that people make in managing their finances

A large number of Australians will die without a valid will and while many individuals do have a will, it can often be outdated and not accurately reflect the individual’s circumstances or testamentary wishes at the time of their death.

Whether you come to us with an existing portfolio of investments or you are looking to start building such a portfolio, Accru Wealth Management’s advisors are in a position to provide you with sound and researched investment advice.

Accru Wealth Management has the expertise of an in-house insurance specialist, who along with your financial advisor, can assist you in reviewing any existing insurance policies you may have, the associated costs and whether your cover is suitable for your circumstances.

Our experienced team of loan specialists offer a range of services to maximise your lending needs. Working together with the other divisions at Accru Melbourne, we offer a fully integrated and personalised service.