At Accumulus, your needs come first – ahead of anything else. We have an ethical and legal obligation to do what is best for you.
In the investment management and financial planning world, we do everything in a fee-only capacity by utilising a flat-fee or assets under management model. For insurance contracts we are paid on a monthly basis by the contract provider. You can trust that you will receive objective, impartial advice when you receive financial planning, investment management, and risk management services.