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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.

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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. 

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.

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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.

Regular Portfolio Updates

Periodic insights into the performance of your portfolio, keeping you informed and empowered.

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.

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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.

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Self Managed Superfunds

Take charge of your super with a hands-on approach, having direct control over your investments and strategies.

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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.

Frequently Asked Questions (FAQs)
  • What services does Accord offer?
    At Accord, we provide a comprehensive range of financial services, including Accounting, Taxation, Business Advisory, Finances Management, Wealth Amplification, and Succession Planning.
  • How do I begin my engagement with Accord?
    How do I begin my engagement with Accord?
  • What industries do you specialise in?
    What industries do you specialise in?
  • Are your services tailored for both individuals and businesses?
    Are your services tailored for both individuals and businesses?
  • How do you ensure the privacy and security of my financial information?
    How do you ensure the privacy and security of my financial information?
  • Do you provide international financial services or only operate domestically?
    Do you provide international financial services or only operate domestically?
  • How do your fees work?
    How do your fees work?
  • Can I switch between different services at Accord?
    Can I switch between different services at Accord?
  • How often will I be updated about my financial status?
    How often will I be updated about my financial status?
  • What makes Accord different from other accounting and financial service providers?
    What makes Accord different from other accounting and financial service providers?
  • Do you offer digital solutions or is everything paper-based?
    Do you offer digital solutions or is everything paper-based?
  • Is there a minimum engagement period for your services?
    Is there a minimum engagement period for your services?
  • What measures do you have in place for dispute resolutions?
    What measures do you have in place for dispute resolutions?
  • How do I provide feedback or suggestions about your services?
    How do I provide feedback or suggestions about your services?
  • Can I avail multiple services simultaneously?
    Can I avail multiple services simultaneously?
  • What is your approach towards sustainable and responsible investing?
    What is your approach towards sustainable and responsible investing?
  • Are there any hidden charges I should be aware of?
    Are there any hidden charges I should be aware of?
  • How do I recommend Accord services to a friend or colleague?
    How do I recommend Accord services to a friend or colleague?
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