Managing your wealth

Wealth management, financial advice & planning services

We have a Wealth Management division that rivals any in Adelaide, thanks to a joint venture with Midsec Financial Advisors. Through some of Adelaide’s best performing investment advisors and personal insurance specialists we can address virtually any financial planning requirement. With a 15-strong team, Accru Midsec offers the following:

  • Financial planning
  • Retirement planning
  • Superannuation solutions
  • Managing share portfolios
  • Savings and capital investment
  • Gearing strategies
  • Insurance
  • Estate planning
  • Centrelink and DVA advice
  • Aged Care

At Accru Midsec, our financial advice always starts with you. Our focus is to ascertain your lifestyle goals and develop financial strategies that will help achieve them.

Through our work with you we consider the following:

  • Your lifestyle goals
  • Your required rate of return
  • Your desired timeframe
  • Your cash flow requirements
  • Your available assets
  • Your comfortable level of risk

Financial planning clients of Accru Harris Orchard (Wealth) can use this link to access their reporting portal.

Contact us to discuss your financial planning options. More information on Midsec Financial Advisors.

Accru Harris Orchard (Wealth) Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited. ABN: 76 006 637 225 AFSL Licence: 246934