Welcome to Accumulus Holdings
Accumulus Holdings is a boutique advisory business specialising in:
- Finance advice for individuals, families and businesses;
- Transaction strategy and management for assets related to financial advisory businesses; and
- Professional guidance on topical challenges (and solutions) facing financial advisory practices.
With over 30 years’ experience in Australia’s largest financial services companies, our knowledge and insights will help you build greater family or business wealth.
Finance Advice
Are you looking for a new or better home, investment or business loan? With the lowest interest rates since early 1970 (source: RBA), a professional review of your finance needs could save you thousands of dollars...
Transaction Management
Buying and selling your business assets quickly and effectively, for a fair price and without ongoing problems, can be challenging. If you are looking to sell all or part of your client book, rental roll or business, we can help with...
Professional Training
Whether it be face-to-face presentations or webinars, we can provide both content and delivery on a range of interesting topics interesting for financial advisory firms. These include: Current business multiples and future trends...