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ACCRU Middletons

Wealth advice

We have a Wealth Management division that rivals any in Adelaide, thanks to a joint venture with Middletons Securities. Through some of Adelaide’s best performing investment advisors and personal insurance specialists we can address virtually any financial planning requirement. With a 15-strong team, Accru Middletons Securities offers the following:

  • Accru plus Financial planning
  • Accru plus Retirement planning
  • Accru plus Superannuation solutions, including SMSF advice and administration
  • Accru plus Managing share portfolios
  • Accru plus Savings and capital investment
  • Accru plus Gearing strategies
  • Accru plus Insurance
  • Accru plus Estate planning
  • Accru plus Centrelink and DVA advice
  • Accru plus Aged Care

At Accru Middletons Securities, our financial advice always starts with you. Our focus is to ascertain your lifestyle goals and develop financial strategies that will help achieve them. Through our work with you we consider the following:

  • Accru plus Your lifestyle goals
  • Accru plus Your required rate of return
  • Accru plus Your desired timeframe
  • Accru plus Your cash flow requirements
  • Accru plus Your available assets
  • Accru plus Your comfortable level of risk.

Financial Planning client portal -financial planning clients of Accru Harris Orchard (Wealth) can use this link to access their reporting portal.

Contact us
to discuss your financial planning options.

More information on Middletons Securities.

Accru Harris Orchard (Wealth) Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited.  ABN: 76 006 637 225  AFSL Licence: 246934