Many of our Accumulator clients ask us similar questions to those listed below. You may be able relate to some of these too.
We are helping them achieve their goals, let us help you too.
Can I afford financial advice?
I've got no money to get started, should I still see a financial adviser?
How can I save on tax?
Can I use the equity in my house to invest?
Should I invest in shares or property?
What are my options to protect my income?
What if I lose my job?
How can I afford to pay my children's school fees?
How do I pay my home loan off quicker?
What is the best way to consolidate my debt?
If I die, how do I ensure my family is looked after?
Do I need a will?
When should I start contributing to super?
Should I set up a Self Managed Super Fund?
Should I get private health insurance?
Who is an Accumulator?
You’re in your early thirties to late forties, possibly older. You may be part of a nuclear family – with two-point-something kids, a dog and a mortgage. You could be single, married or in a domestic relationship, same sex or otherwise, with absolutely no desire or intention of having either children or a dog.