My
Wealth
by Accord
Amplify & Safeguard Your Assets
Discover My Wealth by Accord: A journey of strategic wealth amplification. With expert advice, make informed decisions, and watch your assets grow and multiply.
My Wealth
Strategic Wealth Amplification
In the vast expanse of financial landscapes, 'My Wealth' emerges as a beacon, guiding individuals and businesses towards strategic wealth amplification.
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At Accord, we believe that true wealth management goes beyond mere accumulation – it's about making each asset work efficiently, multiply, and ultimately, serve your life's greater purposes. Hence, we work closely with our related entity, Accord Financial Advisers Pty Ltd, where an Australian Financial Services Licence is required.
Service Inclusions
Estate Planning
In collaboration with our specialist estate planning lawyers, we offer wills, enduring powers of attorney and guardianship, trusts, and other mechanisms to protect your wealth and safeguard it for your family “bloodline”.
Investment Advisory
Expert advice on where, when, and how to invest, ensuring each decision amplifies your wealth.
Asset Consolidation
Strategies to bring scattered assets under one cohesive structure, enhancing management efficiency.
Comprehensive Wealth Review
A holistic examination of your existing assets, liabilities, and overall net worth.
Margin & Other Investment Loans
Advice to assist you consider whether using leverage is appropriate for your risk profile and collaboration with a wide range of lenders to structure appropriate lending solutions in a tax effective manner.
Tax Planning for Investments
Guidance on tax-efficient investment strategies to maximize post-tax returns.
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Regular Portfolio Updates
Periodic insights into the performance of your portfolio, keeping you informed and empowered.
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Life Insurances
Regular reviews of your net asset position and existing risk insurances to ensure your family is adequately protected if you are unable to work, become unwell or pass away.
Service Benefits
Legacy Planning
Craft strategies to ensure your wealth serves not only you but generations to come, creating a lasting personal legacy.
Portfolio Reviews
Annual Reviews (and more frequent reviews if requested) of your investment, superannuation and allocated pension portfolios to stay in line with market dynamics and your evolving financial objectives.
Wealth Protection
Implementing structures and strategies to protect your assets from unforeseen liabilities and market volatilities.
Optimal
Asset Allocation
Ensuring that your wealth is diversified across various asset classes, optimising returns while reducing risks in accordance with your identified Investment Risk Profile.
Self Managed Superfunds
Take charge of your super with a hands-on approach, having direct control over your investments and strategies.
Tailored Investment Strategies
Customised investment plans aligned with your financial goals, risk tolerance, and time horizon.
Tax-Optimised Wealth Solutions
Leveraging tax-efficient strategies to ensure you retain more of your wealth.