Accumulus Advisory is delighted to announce the launch of Accumulus Wealth Advice

This new service symbolises a significant achievement and check-point on our strategic roadmap, as we continue to expand and strengthen our professional service, care and offerings to our clients.

Founded and also operating from our Moonee Ponds office, allowing clients to receive a seamless and complete service, Accumulus Wealth Advice has a key focus on providing strategic financial advice, encompassing the following core services:

  • Superannuation
  • Wealth Accumulation
  • Personal Insurance (i.e. Life Insurance, Disability & Income Protection)
  • Debt and Cash Flow Management
  • Social Security & Aged Care Consulting
  • Business Protection & Succession Planning
  • Retirement Planning and Income Streaming

Accumulus Wealth Advice & Accumulus Advisory now deliver our valued clients with a unified and holistic comprehensive service that champions our vision of “successful relationships”.

We are extremely excited about this new venture and we welcome the opportunity to provide further care and value to all our clients.

Contact us for further information or to arrange an initial complimentary meeting by email on info@accumuluswealth.com or call us on 03 9377- 4400.

In the meantime, please explore our attached Age & Income Based Client Strategy Guide to see how we can assist you.

Accumulus Wealth Advice is a Corporate Authorised Representative No.1265851 of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857

Leave a Reply

Your email address will not be published. Required fields are marked *