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.
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.
Our Satisfied Clients Say
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.
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.