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.

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

Comprehensive Financial Planning

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

Self Managed Super Funds

For many couples who have or will shortly have more than $500,000 in superannuation, they offer the preferred vehicle to superannuate.

AccuVest – The Intelligent Alternative

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Meet Our Team

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book…

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)

Bob Baker

Chairman, CFP, B. Eng

Satisfied Client Word’s

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Annie Lee
Annie Lee Berlin, Germany

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Annie Lee
Annie Lee Berlin, Germany

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Annie Lee
Annie Lee Berlin, Germany

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Annie Lee
Annie Lee Berlin, Germany