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.

Accru Wealth Management pride ourselves on being responsive and proactive. We listen to the needs and objectives of our clients and offer concise, professional and knowledgeable financial advice to best suit their requirements.

Our team of financial advisors have experience working with an array of clients at different stages of their life with a diverse range of goals. As a result, our team is qualified and proficient in providing a vast range of services to meet the needs of new and existing clients. We want to see our clients grow and prosper therefore we provide a comprehensive approach to ensure that we are actively accomplishing their goals in a manner that they can fully understand. Our range of services include:

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A large number of Australians will die without a valid will and while many individuals do have a will, it can often be outdated and not accurately reflect the individual’s circumstances or testamentary wishes at the time of their death.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

Creating opportunities for our staff to grow and learn more about financial strategies and investments not only benefits our clients but ensures that we are expanding our network and knowledge to maintain the best position in this ever-changing, fast paced industry. We enjoy watching our clients reach their full financial potential and are continuously improving our systems to connect in a meaningful way.

Established in 1998, Accru Wealth Management holds our own Australian Financial Services Licence and operates a personal, tailored and holistic offering to all clients. Accru Wealth Management also holds an Australian Credit Licence to provide mortgage broking services to clients.

Contact our Financial Specialists today on (03) 9835 8200 or fill out your details below and we will contact you.

Looking to the future?
Wanting to learn more about where to invest your money? Looking for trusted advice that suits you? Give us a call and let us help take the stress out of your finances.

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.