Wealth Management

At Accru Wealth Management, we create a comprehensive financial plan addressing all aspects of your financial affairs – investments, trusts, tax planning, risk insurance, superannuation, retirement, wills and estate planning.

We prioritise responsiveness and being proactive, whilst offering precise, expert advice. There is nothing better than seeing our clients grow and prosper. We invest in our financial advisors so we remain at the forefront of this ever-changing industry and our clients and people reach their full potential.

Wealth Creation

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 & Retirement 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

Estate Planning

A large number of Australians will die without a valid will and while many individuals do have a will, it can often be outdated and not accurately reflect the individual’s circumstances or testamentary wishes at the time of their death.

Investment advice

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.

Personal & Business Insurance

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.

Lending and Mortgage Broking

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.

Planning for the future?
Wanting to learn more about where to invest your money? Need personalised retirement planning advice? Contact us today to simplify and plan your financial affairs.

Our Services


We provide an independent opinion on financial and non-financial statements, as well as giving important insights as auditors.


Our business advisors focus on providing professional, practical and timely advice to help business owners reach their financial goals.


Our specialist lending service can help you find a home or business loan which best suit your needs and could offer interest savings!


We can help you make sense of this heavily regulated and complex area to ensure you are well-positioned for retirement.


Whether your personal or business tax, we can ensure you are always up to date with the ever-changing and complex world of taxation.


We provide you with a holistic plan considering all your financial affairs – investments, superannuation, tax, retirement and estate planning.