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.
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.
A portfolio of well diversified investments that aligns with your objectives and attitude towards risk is paramount to withstanding market volatility and ensuring that you feel comfortable to maintain your exposure throughout market cycles. Understanding your attitude towards risk and your risk tolerance is a critical step in building your portfolio. We will work with you to understand and continually review your investment approach and will build a tailored investment portfolio and asset allocation specifically for you and your circumstances.
Clients’ portfolios are tailored by our advisors by selecting from our Approved Product List of investments under our own Australian Financial Services Licence (AFSL). Our Investment Committee utilises research from external sources to support these investment choices.
We will work with you to establish a low cost account structure to hold your investment assets which are reviewed with you on a regular basis. When providing you with investment advice, we will always take the time to ensure that you understand your choices and where your funds are being invested, providing you with comfort about your investment decisions.
In addition to this, the administrative burden of managing an investment portfolio will be removed. Accru Wealth Management will act as the mail house for your investments, making contact with you regarding corporate actions and new investment opportunities and providing regular reporting to suit your needs and interest.
Contact our Financial Specialists today on (03) 9835 8200 or alternatively fill out the form below and we will be in touch.
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We provide you with a holistic plan considering all your financial affairs – investments, superannuation, tax, retirement and estate planning.