Finance the life you want, with confidence
No-obligation lending guidance, building your confidence and ensuring your loan fits your life.
Accumulo Lending
Home and investment lending, made simple, made personal
At Accumulo Lending, we know that financing a home or investment is one of the biggest decisions you’ll make. We’re here to make it feel less overwhelming.
Whether you’re buying your first home, upgrading for your growing family, building your forever home, or building out an investment portfolio, we take time to understand your goals and find lending solutions that truly fit your life.
No jargon, no pressure – just clear guidance, honest advice and a team that’s in your corner from loan selection to application to settlement and beyond.
Stress less. Take Control. Plan Ahead.
What we do
Accumulo Lending are Accredited Mortgage Brokers. We act as a go-between between you and your lender, and we help you choose the best lender based on your current situation. We do this by working with you to determine the best structure for your loan and repayment capacity, do the legwork by researching hundreds of lenders, assess interest rates, fees and loan conditions to work out which lenders can offer you the best product for your mortgage needs.
Pre Approvals
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First Home Buyers
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Home Purchases
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Home Refinance
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Investment Properties
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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.
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
Calculators
We have a range of free calculators available to help you look at the numbers and decide what’s right for you. Calculators include:
Loan Repayment Calculator
Estimate your home loan repayments and work out how to repay it faster.
Stamp Duty Calculator
Find out how much stamp duty you’ll have to pay on a home.
Borrowing Power Calculator
Estimate how much you could borrow with our borrowing capacity calculator.
Income Annualisation Calculator
Work out your annual income from the money you’ve received so far this year.
Loan Comparison Calculator
Adjust rates and terms to compare different home loans.
Our Panel of Lenders
As a broker, we are able to offer choice across a number of products and have the opportunity to be accredited to arrange loans with the following lenders:
