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Personal wealth
What does your personal financial journey look like?
At Accata, we are 100% driven by assisting our aspiring clients to increase their wealth and enjoyment of life. Actually, it's why we do what we do!
Will you have financial security to retire when you want? Are you working with a clear strategy to help you get there? If not, then you should get advice, talk to us today.
Wealth Strategy
Developing a wealth strategy at a young age will ensure financial freedom much earlier than one could ever imagine.
The key elements to developing wealth include:
Savings
Investment strategy
Tax minimisation
Asset protection
Debt leveraging
Refinance
Life insurance
Superannuation
We work with clients at all age levels and at different life stages to develop strategies to suit their current income level and personal goals.
Working with our clients to develop their personal wealth strategy is at the heart & soul of
"The Accata Difference"
Home loans
Whether you are building, buying, refinancing or investing, Accata has formed long-term & direct relationships with all the major banks and other lenders. We pride ourselves on typically sourcing our clients the overall best deal for their new home loans or debt refinance.
Retirement Advice & Superannuation
Accata offers advice on your upcoming retirement as well as how to plan and take advantage of the benefits of superannuation.
At Accata, we also specialise in estate planning and matters related to your inheritance.
Financial planning & advice
Accata works closely with a proven & professional team of financial advisors and planners. Whether your goals are short term or long, and dependent on your risk profile, we can access a wide range of investment options including managed funds, stock market, property and investment bonds ... amongst many others.
Investment Property
Accata adopts a simple, low-risk and tax-effective strategy when it comes to property. We are proud to have helped more than half of our clients to either purchase their first investment property or grow their portfolio. Working with other property strategists we can assist in finding the right properties for your budget
Life insurance (Risk)
If your loved ones are unlucky to lose you, then it's important the next thing they'll lose is the mortgage, and not the family home. We help clients access high quality life insurance based on their specific needs and budget.
Wealth check
We offer a free personal wealth check to all new cllients
Make an appointment
To secure yours
Let's Work Together!
For more info, on any of our services, click here