With you along the way

At Accumulo Financial Solutions we work with you along the way on life’s journey.
Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work,
we can help.

We can help you with...

Our team of qualified Financial Advisers can provide advice on a range of services.

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Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
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Retirement Planning

Retirement may seem a long way off but putting money into super now is still a tax effective way to invest your money.
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Debt Management

Effective debt management is investing in the right type of assets, the interest you pay and prioritising your debts.
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Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
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Estate Planning

Estate Planning ensures your assets are distributed to the right people at the right time.
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SMSF

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund.

Why Choose Us?

  • Exceptional Personal Service

    Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

  • Ongoing Support

    Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

  • Knowledge and Experience

    Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

  • A Holistic Approach

    We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

  • Ease and Convenience

    Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

  • Keep You On Track

    We will keep you accountable along the way because we want you to stay on track to achieve your goals.

Meet Our Team

What Our Clients Say

Alex communicated well on my personal finance portfolio and his knowledge, advice and results were well delivered. I would have no hesitation in recommending or referring him.

John

Alex is hard-working and reliable, and he really invests his time in you to get a great result.

Geoff

Alex has managed my superannuation and insurance portfolio for the past few years. He has been very helpful in assisting me to grow my super and put strategies in place relating to “transition to retirement” planning. I have found Alex to be easy to work with and knowledgeable in all facets of AMP’s business.

Greg

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