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AccuVest - The Intelligent AlternativeAccuVest Pty Ltd is an independently-owned financial planning business
which exists to provide the advice to clients, that we would hope would be provided to ourselves, if the roles were reversed:
- Our Head Office is located in God's own part of Australia - Mackay - no mistake - we chose it in 1992;
in the same analytical manner that we use to assist our clients with the development of optimal strategies and investment selection.
- We also have an office in Tamworth - just in case you like country music.
- Each office is run autonomously by a Director, who is the Principal Adviser at that location,
with their own advisory and service support teams.
- AccuVest Pty Ltd holds an Australian Financial Services Licence in its own right, which provides us with the
luxury of being able to examine the widest range of strategies and investment alternatives, on your behalf and in your best interest.
- AccuVest is a Principal Member of the Financial Planning Association www.fpa.asn.au
- AccuVest is a Founding Member of the Boutique Financial Planners Principals Group (BFPPG) -
an Australia wide collective of owner operated financial planning businesses.
- AccuVest is proudly in the advice business, not a product distribution business. We are not owned
by a product manufacturer and we do not recommend investments in which we or our associates hold a material interest.
- Our principal role is the development, implementation and maintenance of optimal financial planning strategies for clients
This website is devoted to AccuVest(Mackay)
Our Role
To apply our intelligence & acumen to provide sage advice to assist discriminating individuals & families with
- 1. The process of finding and achieving their financial & life goals,
- 2. The management of risk and peace of mind with money matters, as part of the process of building upon the foundations of past good fortune,
- 3. Having special regard to the ongoing challenges of a changing world and the importance of reducing complexity to workable simplicity when it comes matters of tax, superannuation and intergenerational transmission of wealth.
Our team is committed to:
- 1. providing the advice to others that we would have given to us if the roles were reversed and
- 2. the ongoing development of processes to optimise financial strategies, advice implementation, client reviews & investment management
Mackay
Economic Capital of the Bowen Basin - Sailing Paradise - Reef Ahoy!
AccuVest(Mackay)
Where acumen can & does make a difference
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