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Financial Advisory Service
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As Accordius has its own financial services licence, we are in a position to recommend strategies, structures and investments to suit the individual needs and goals of our clients.
Our clients are from a range of backgrounds and seek our service at various life stages.
Our advice addresses the key questions clients ask:
In answering these questions, we address
- Budget/cash flow management
- Debt management
- Structures for holding assets
- Superannuation strategies
- Insurance requirements
- Estate planning matters
Accordius provides you with options and works with you to understand the impact of different choices so that any choice you make is a fully informed one.
There is no charge for an initial consultation (typically one to two hours). Following this consultation, we provide you with a written advice proposal, including the specific issues to be addressed and our fee for providing formalised advice.
Enquire about our service or speak to an adviser now.
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