Our team focus is on working with you to achieve your lifestyle and financial goals. We develop flexible plans that are relevant and achievable reflections of your desires, whether you are aiming to retire comfortably, reduce your mortgage, invest for your children’s future or a host of other needs.
Accord Financial Strategies aims to be your personal financial planners and help you reach your ultimate lifestyle goals.
As one of Australia’s leading privately owned financial services firms, our knowledgeable team can offer financial advice that is tailored to your specific needs.
Peace of mind comes from knowing your invested money is safe with some of Australia’s largest banks and Managed Investment Companies, with the added comfort of being a phone call away from your personal financial planner.
Accord Financial Strategies is your one stop professional services centre, also partnering with:
- tax advisers
- legal practitioners
- insurance providers
- mortgage lenders
We specialise in:
- personal and business financial planning
- debt control & consolidation
- cash flow management
- asset protection and tax management
- estate and lump-sum payout investment