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 25-strong team, Accru Midsec offers the following:
- Financial planning
- Retirement planning
- Superannuation solutions
- Managing share portfolios
- Savings and capital investment
- Gearing strategies
- 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.
Accru Harris Orchard (Wealth) Pty Ltd T/A Accru Midsec is an Authorised Representative of Midsec Licencing Pty Ltd. ABN: 82 641 436 768 AFSL Licence: 524124