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.
The development of a holistic strategic plan is a critical first step in the wealth creation and wealth management process. Often wealth creation is incorrectly limited to focus solely on investment advice. However, wealth creation is a concept that incorporates not only investment advice but also structuring, taxation, asset protection, insurance and cash management; all of which are underpinned by the goals and objectives you have set for yourself.
Equipped with an Australian Financial Services License (AFSL), the advisers in the Accru Wealth Management team are experienced in providing financial planning advice that takes this holistic approach. We believe that keeping your financial and personal objectives at the centre of your tailored strategy is the best way to help you meet your goals, while also helping to build a strong and trusting relationship between you and your adviser. There is never a time when two clients situations are the same, therefore we will always develop a financial plan built specifically for you and your circumstances.
Our strategic financial approach for your wealth creation may incorporate the following:
- Retirement planning
- Superannuation & Self-Managed Superannuation Funds
- Structuring and taxation advice
- Tax planning strategies
- Investment advice
- Investment strategies such as gearing
- Asset protection
- Succession planning
As an ongoing client of Accru Wealth Management you can expect a comprehensive financial plan and wealth creation strategy that is adaptable to the changing circumstances throughout your lifetime. The Accru Wealth Management advisers pride themselves in their ability to develop strong, trusted and active relationships with their clients, where the client’s objectives, concerns and needs are at the forefront of all our recommendations.
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.