AccuVest’s Service Offering

Estate & Retirement Planning

It is probably no surprise, that people with more financial wealth have a stronger interest in effecting better outcomes from the use of that wealth after their death.

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Portfolio Placement & Management

Others purport to be single independent advisers and yet place all or most client investments onto a platform or wrap service or an independently managed

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Comprehensive Financial Planning

This will usually embrace all aspects of your financial life, starting from identifying and challenging your goals, assessing your current circumstances.

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Self Managed Super Funds

We provide advice and administration for SMSFs which is generally the most tax effective structure used by our clients for their retirement planning.

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Meet Our Team

Our team of multi-disciplinary skilled financial planners strive to give our clients the advice that we would have given to ourselves if the roles were reversed. Our planners have extensive knowledge to provide advice in Estate Planning, Retirement Planning, Self Managed Super Funds, Investments, Business Planning, Tax Structures and Aged Care.

Clifford Baker

Managing Director, CFP, SSA, BBus, AdvDip FP, GAICD

Kel Sippel

Director, CFP, B. Ed, GradDip FinPlan

Sarah Pratten

Director, SSA, CFP, B. Com (Acc, FinPlan)

Our Satisfied Clients Say

It is now eight months since we retired and we are loving our new lifestyle.

It occurred to me that had we not engaged your services in 2007, we would not be in this position of comfort and financial security and we would most certainly still be slaving away at the coal face!

Thanks very much to you and your team of fantastic people. To say we are grateful is an understatement.

G & J New South Wales
From years of consulting with bank managers to researching potential financial Planners and then engaging with a financial planner for a period of time we eventually changed to a team of skilled personnel at AccuVest.

Over a 16 year period, AccuVest have demonstrated an ability to provide comprehensive financial planning involving portfolio placement and risk management. Pre and post retirement planning was also effectively planned and managed, resulting in overall consistent and at times, substantial portfolio performance.

Utilising the service of this professional and friendly AccuVest financial management team has allowed us to focus on our preferred tasks in life.

Due to AccuVest not being a part of a large corporation, their capability of covering diverse areas of financial management and delivering consistent portfolio performance, as well as estate planning,  gives us comfort in continuing our association with this firm.

G & A Queensland
Your stewardship of my affairs is the best. “Thank you” hardly seems enough. But you have always seen to my best interests and I can only say your care for my super fund over the years has resulted in feeling confident enough to do what I am doing now.
J Queensland
My husband and I have been working with AccuVest for more than 15 years. We were in our early 20s when we started investing with AccuVest and starting so early is one of the best decisions that we have made in our life. We have consulted with the team on all of our major life decisions and are very happy with the results. This has helped us to be clear on what we want for our family and to ensure that our decisions support these things. We would highly recommend AccuVest to our family and friends.
M & M Queensland