Wealth Creation

While a correctly allocated portfolio of stocks or bonds is vital for wealth creation, other tools like alternative investments, tax and asset protection are equally important.

Too often financial planning advisors give advice focused solely on investments. This typically results in a limited financial strategy.

Holistic financial strategies

As qualified accountants who specialise in wealth management, Accru’s wealth divisions can provide you with a holistic plan that considers all your financial affairs – investments, risk insurance, taxes, estate planning, retirement, cash, trusts and wills.

Our specialists have extensive professional skills and contacts across these areas. They will work with you to understand your situation and goals, then put together the best combination of strategies to achieve your desired outcomes.

Up-to-date knowledge and skills

No financial plan is ‘set and forget’. Our specialists keep continually up-to-date with economic, regulatory and tax developments to make sure your financial plan reflects the current market and regulatory environment.

Real benefits for our clients

With Accru, you’ll receive:

  • A comprehensive wealth creation strategy that will stand the test of time
  • Investments that are tax effective and best suited to your overall needs
  • A competitive fee based service quoted in advance, with no trailing commissions nor unwanted surprises
  • Online access to view the progress of your investments across all asset classes (including ETFs, LICs, managed funds, cash and direct equities)
  • All your financial affairs consolidated in the one place, managed by an advisor who understands your financial circumstances and concerns

Wealth Management

Accru wealth divisions in Sydney and Melbourne each have their own financial services licenses so they can source the best investments for your needs from a wide range of leading providers.

How we can help

We can customise a holistic solution for you, drawing on our expertise in:

  • Wealth creation strategies, including gearing
  • Retirement planning incorporating all forms of income streams
  • Estate planning
  • Investment planning
  • Personal and corporate superannuation planning and administration
  • Self-Managed Super Funds (SMSFs)
  • On-going portfolio management
  • Fixed interest and managed investments
  • Tax planning strategies
  • Wealth protection products and strategies
  • Succession Planning.
About Us

Accru is an award-winning network of Australian accounting firms

OUR CLIENTS

“Accru Hobart has supported our business development, due diligence and governance responsibilities for over six years. Our ongoing relationship is a testament to their professionalism, ability to understand our needs and provide specialised, professional support at a competitive rate.”

ABOUT

Our people are naturally experts in their field. With a team of 200 across Australia, you’ll find a myriad of skills to help manage your business and financial challenges.

NEWS

In medicine, the word profit can garner negative connotations. Often, we see doctors who run practices that make hardly any profit.

SERVICE

Improve your business performance and achieve superior return.

ABOUT

Accru is an award-winning network of independently-owned accounting firms in Australia. We help businesses grow, thrive and generate wealth for their owners…

Accru Wealth Creation Experts
hobart
Charles engenders confidence in his straight forward approach to assisting clients. He believes that each client should walk away from a meeting feeling informed, reassured and not overwhelmed
hobart
With over 21 years experience advising small-to-medium businesses, he is able to communicate complex issues in an easy-to-understand way to his clients.
hobart
Tim specialises in helping clients plan for the future with a focus on maximising business value.
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