Accumulo Financial Solutions and Lending – Financial Planners and Mortgage Brokers.

We provide both Financial Planning and Mortgage Broking services focussing on developing long-term relationships and service for our clientele.

We focus is assisting clients to accumulate, maintain and protect wealth throughout your lifetime, achieving your financial goals and aspirations. Our focus is on the development of long-term relationships with all clients, and we work with you to identify the level of advice and services appropriate for your needs.

As financial planners, we deliver both short, medium and long-term planning needs to provide financial security, peace of mind and wealth creation both now and for the future. Depending on your circumstances, we can help with managing and structuring your debts and cash flows.  We provide advice for developing and structuring household budgets and assist with setting up savings goals. We can recommend a number of budgeting tools and apps to assist you to review and maintain good spending habits.

As accredited mortgage brokers, we can review your existing home loans and restructure mortgages on both owner-occupied and investment properties to ensure you are receiving competitive rates and low fees.

Furthermore, we offer full service to assess and structure insurances including life insurance, income protection insurance, trauma and total and permanent disability insurance. We can cater to your small business needs too if required. If you are not sure what kind of insurance coverage you might need to protect your lifestyle, we can help you determine what level of cover would be most appropriate for you and your family.

We can assist with all of your superannuation and retirement needs – whether you’re looking for tailored investment options, consolidation of funds, or assistance with moving into retirement – we are here to help.

At Accumulo, we are extremely passionate and experienced in the industry. We pride ourselves on providing a high level of quality service and going the extra mile to ensure that our clients are supported and looked after. We welcome all client enquiries and referrals – please contact us to find out more.

Advice we specialise in

• Debt management
• Lending needs
• Cashflow and Budgeting Management
• Investments strategies (strategic asset allocation and goals based investing)
• Superannuation
• Retirement planning
• Personal risk protection
• Estate planning
• Centrelink and other government benefits

General advice we provide

• Small business advice
• Banking solutions
• Salary packaging
• Group insurance

Office staff

• Alex Colefax – Director, Financial Planner and Mortgage Consultant
• Sharlene Brookes – Executive Assistant and Office Manager