Prepare for tomorrow,
make the most of today.
Financial advice to help you manage, grow and protect your wealth.
Advice that grows with you
Accumulo Financial Solutions is a boutique financial planning team who can help you feel more in control of your finances. We’re here to simplify the complex, give you confidence in your decisions, and be your trusted partner – whether you’re planning for retirement, growing your investments, protecting your family or wanting to set yourself up for a positive future.
We don’t believe in one-size-fits-all advice. We offer independent, personalised strategics that evolve with you and your life, backed by years of experience, a deep understanding of the financial landscape and a genuine wish to help you.
Stress less. Take Control. Plan Ahead.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Budgeting & Cash Flow
If you already have a mortgage, assessing whether your mortgage is still fitting your needs is important as part of the budget process.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Self Managed Super
An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
How we can help
At Accumulo Financial Solutions, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.
We make the complex simple.
Why Choose Us
Exceptional Personal Service
A Holistic Approach
Ease and Convenience
Knowledge and Experience
Ongoing Support
Keep You On Track
Your local financial partners
Accumulo Financial Solutions and Lending – Financial Planners and Mortgage Brokers.
We provide both Financial Planning and Mortgage Broking services focussing on developing long-term relationships and service for our clientele.
We focus is assisting clients to accumulate, maintain and protect wealth throughout your lifetime, achieving your financial goals and aspirations. Our focus is on the development of long-term relationships with all clients, and we work with you to identify the level of advice and services appropriate for your needs.
As financial planners, we deliver both short, medium and long-term planning needs to provide financial security, peace of mind and wealth creation both now and for the future. Depending on your circumstances, we can help with managing and structuring your debts and cash flows. We provide advice for developing and structuring household budgets and assist with setting up savings goals. We can recommend a number of budgeting tools and apps to assist you to review and maintain good spending habits.
As accredited mortgage brokers, we can review your existing home loans and restructure mortgages on both owner-occupied and investment properties to ensure you are receiving competitive rates and low fees.
Furthermore, we offer full service to assess and structure insurances including life insurance, income protection insurance, trauma and total and permanent disability insurance. We can cater to your small business needs too if required. If you are not sure what kind of insurance coverage you might need to protect your lifestyle, we can help you determine what level of cover would be most appropriate for you and your family.
We can assist with all of your superannuation and retirement needs – whether you’re looking for tailored investment options, consolidation of funds, or assistance with moving into retirement – we are here to help.
At Accumulo, we are extremely passionate and experienced in the industry. We pride ourselves on providing a high level of quality service and going the extra mile to ensure that our clients are supported and looked after. We welcome all client enquiries and referrals – please contact us to find out more.
Advice we specialise in;
- Debt management
- Lending needs
- Cashflow and Budgeting Management
- Investments strategies (strategic asset allocation and goals based investing)
- Superannuation
- Retirement planning
- Personal risk Protection
- Estate planning
- Centrelink and other government benefits
General advice we provide;
- Small business advice
- Banking solutions
- Salary packaging
- Group insurance
Office staff
- Alex Colefax – Director, Financial Planner and Mortgage Consultant
- Sharlene Brookes – Executive Assistant and Office Manager
Kind words from our clients
Insights
How political events affect the markets
Identity theft
Planning for retirement
Investment income
Independent living in retirement communities
Types of super funds
Contact details:
-
Unit 1 / 1 St Pauls Tce
Spring Hill, QLD 4000 -
PO Box 864, Nundah QLD 4012
- 0731620092
- 0412 736 991
Important Information:
Accumulo Pty Ltd ABN 88 163 646 955 trading as Accumulo Financial Solutions is an Authorised Representative Beryllium Advisers Pty Ltd | ABN 30 646 510 769 | AFSL 528250. Accumulo Holdings Pty Ltd (ABN 70 662 238 271), trading as Accumulo Lending is a Credit Representative of Australian Finance Group (ABN 11 066 385 822) ACL 389087.
General Advice Warning:
Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters.
External Links: We have linked to external websites containing financial calculators. Accumulo Financial Solutions and Lending are not responsible for the accuracy or information contained within external websites accessible from this site.
