Advice

It’s time to get comfortable.

Life throws many curve balls at us as we move through different phases, but that can be an opportunity for growth if you know where to turn. We know that money alone won’t make you happy. But we know that it has the power to give you the independence you want in life to do what YOU want to do: travel more, work less, or retire early. Which one will it be?

Meet the team

Our people

Inheritance

Making a gift go a long way

A large inheritance can set you up for life if it is properly managed, invested in the right products and regularly reviewed. Unfortunately, many people don’t know how to invest lump sums correctly but the Accordius team can help you make the most of your wealth.

Planning a family

A little planning makes a big difference.

There is no doubt about it: planning a family is one of the biggest things you will ever do and having a solid financial plan in place will make all of the difference in the world. Our team can help you establish an effective finance plan, taking into consideration long-term goals and cash flow, to ensure you’re on solid footing from the get-go.

Retiring with more than enough

Money doesn’t buy happiness…
but it buys you freedom.

Some of us want to retire at 50, others want to keep working as long as they can. The most important thing is that you have the choice, and Accordius can help to ensure you have enough money to decide the terms and conditions of your own life.
How liberating will that be?

Get in touch

+61 3 9909 5800

info@accordius.com.au