07 4957 3588

Plan.

We strategise and support your short and long term financial goals.

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Invest.

We provide insights and knowledge to secure you and your family’s financial future.

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Manage.

We build supportive relationships and assist families in creating intergenerational wealth.

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What AccuVest can do for you

The AccuVest Difference

The AccuVest difference comes from our understanding of the ongoing challenges of our changing world and the importance of a trusted team when it comes to matters of taxation, structuring, superannuation, investing, estate and retirement planning, and intergenerational wealth.

Our Services

Plan. Invest. Manage.

We offer a range of wealth building and management services to meet your financial goals. With AccuVest you will receive insight and strategic viewpoint from trusted and highly qualified advisers.

Start your journey

1. Financial Management

Our holistic, personalised and simplified financial advice creates a solid foundation for the financial success of you, your business and your family.

2. Investment Management

Investment management brings with it great responsibilities so we act as a trusted adviser, partner and risk assessor in this process.

3. Structuring & Taxation

Having professionals provide tailored taxation and structuring advice can make a real difference when it comes to achieving your business and personal wealth goals.

4. Multi Family Office

Since no two family groups are the same, our Family Office clients benefit from our boutique multi-generational approach to wealth creation.

5. Estate Planning

Having a comprehensive plan that puts you in control of your assets and address your current intensions to protect your family, business and assets.

6. Retirement Planning

Our focus is assisting clients in a range of wealth management strategies to ensure that they are able to seamlessly transition from work to the retirement lifestyle they desire.

Start your journey

Successful client stories

“It is now eight months since we retired and we are loving our new lifestyle. It occurred to me that had we not engaged your services in 2007, we would not be in this position of comfort and financial security and we would most certainly still be slaving away at the coal face. Thanks very much to you and your team of fantastic people. To say we are grateful is an understatement.”

G & J - (New South Wales)

“Your stewardship of my affairs is the best. ‘Thank you’ hardly seems enough. But you have always seen to my best interests and I can only say your care for my super fund over the years has resulted in feeling confident enough to do what I am doing now.”

J - (Queensland)

“My husband and I have been working with AccuVest for more than 15 years. We were in our early 20s when we started investing with AccuVest and starting so early is one of the best decisions that we have made in our life. We have consulted with the team on all of our major life decisions and are very happy with the results. This has helped us to be clear on what we want for our family and to ensure that our decisions support these things. We would highly recommend AccuVest to our family and friends.”

M & M - (Queensland)

“From years of consulting with bank managers to researching potential financial planners and then engaging with a financial planner for a period of time we eventually changed to a team of skilled personnel at AccuVest. Over a 16 year period, AccuVest have demonstrated an ability to provide comprehensive financial planning involving portfolio placement and risk management. Pre and post retirement planning was also effectively planned and managed, resulting in overall consistent and at time, substantial portfolio performance. Utilising the service of this professional and friendly AccuVest financial management team has allowed us to focus on our preferred tasks in life. Due to AccuVest not being a part of a large corporation, their capacity of covering diverse areas of financial management and delivering consistent portfolio performance, as well as estate planning, gives us comfort in continuing our association with this firm.”

G & A - (Queensland)
Our Process

How AccuVest can get you from A to B

Our process is based on clarifying and achieving our clients’ financial and life goals. We manage risk, provide peace of mind and reduce complexity to workable simplicity.

Start your journey

1. Introduction phone call

We’ll get to know you, your business, family, financial situation, goals and plans for your financial future.

2. Collation of documents

We’ll take this opportunity to collate relevant documentation so we have a clear picture of your financial situation.

3. Strategy meeting

We’ll more clearly define your short and long-term goals and develop options, solutions and strategies.

4. Coordination

We’ll act as your personal Chief Financial Officer and coordinate with your professional advisers to implement the best structure and foundation for the future

5. Implementation

We’ll set the course towards your financial goals through implementation of a comprehensive strategy.

6. Ongoing reviews

We’ll continue to work together to review your strategy, whilst providing ongoing support.

Start your journey
The AccuVest Story

Where the complex sets sail for calmer waters

The AccuVest team believe in tailored and holistic solutions to simplify complex issues. We build supportive long-term relationships and serve as your compass in navigating wealth for life.

AccuVest provides a boutique approach to wealth planning and management for clients across Australia. As your trusted advisers, we’re here to ensure your financial decisions and investments are made in an informed manner and are consistent with your short and long objectives.

Our Team

Meet our experts

Our team is committed to providing advice to clients that we would have given to ourselves if the roles were reversed.

Clifford Baker

Managing Director｜BBus (Fin)｜AdvDip FP｜GAICD｜SSA®｜CFP®

With over 10 years’ experience, Clifford is passionate about helping clients spend more of their time doing what they enjoy, and not worrying about money and finances. Clifford specialises in retirement, multi -generational wealth, business and philanthropic planning, strategic tax optimisation, financial analysis and investment management.

Kelwyn Sippel

Director｜B.Ed｜GradDipFinPlan｜CFP®

With 20 years' experience in the profession, Kel enjoys working with clients to set the foundations of building wealth and retirement planning. He spent 10 years as an economics teacher brining the skills of understanding, communication, patience and ensuring clients have a clear understanding of their financial situation to AccuVest.

Sarah Pratten

Director｜B. Com (Acc, FinPlan)｜SSA®｜ CFP®｜C.dec

With over 13 years' experience in the Financial Services Profession, Sarah is committed to providing a high level of tailored advice to clients and takes great pride in getting to know her clients and understanding their personal and financial goals. Sarah’s special interests include Estate Planning, Tax Planning, Business Planning and Retirement Planning.

Jane Selleck

SMSF Specialist｜CA｜SSA®｜GradDipFinPlan

Jane has over 7 years’ experience as an accountant, specialising in self-managed super funds (SMSFs). She completed her Graduate Diploma in 2022 and is currently completing her professional year.

Hannah Murray

Client Services Manager | B. Bus (Mgt, FinPlan), SSA®, C.dec

With over 6 years’ experience, Hannah is an essential member of the AccuVest team. Her expertise is fundamental to ensuring our team’s efficiency and continuous improvement. Hannah’s unparalleled dedication and unwavering commitment to her work make her an exceptional asset. Additionally, Hannah completed her Bachelor of Business (Management and Financial Planning) in 2023, is a SMSF Specialist Advisor and is currently completing her professional year.

Lucie Sippel

Client Services Officer

Lucie has recently joined our team and is an integral part of providing exceptional service to our clients. Lucie is responsible for handling paperwork and preparing client reports. Lucie has also commenced her Financial Planning studies.

Samantha Scott

Client Services Officer

With over three years of experience, Samantha is a well-respected member of our team, known for her meticulous attention to detail. Her responsibilities include managing client data, conducting research, and assisting with administrative tasks, all of which she does with great pride and dedication.

Jackie Howie

Client Services Officer

Jackie is a highly experienced Client Services Officer who is an invaluable part of our administration team. With over 22 years of experience, coupled with her attention to detail, Jackie continues to be instrumental in providing our clients with the highest level of service. Jackie is responsible for preparing client reports, conducting market research, and handling paperwork.

Rebecca Meakins

Client Services Officer

With over 5 years of experience, Rebecca is a highly valued member of our team, responsible for conducting comprehensive client research and processing investment paperwork with fund managers. Her exceptional work ethic and keen attention to detail ensure that all client paperwork is processed with maximum efficiency.

Maddie Harrison

Client Services Officer

Maddie recently joined our team, moving from a background as an Accounts Manager and office support in a law firm in Townsville. Maddie’s responsibilities include managing client files and preparing reports and paperwork for clients.

Chelcee Greer

Administration Assistant

Chelcee’s extensive experience in administration makes her an essential member of our team. Her attention to detail, organisation skills and her ability to work under pressure enables her to efficiently manage multiple administration tasks. Chelcee assists with all aspects of Self-Managed Super Fund administration, ASIC requirements, and handling of day-to-day administration tasks.

Peace of Mind

We provide peace of mind and allow clients to focus on what is important in their lives.

Trust

Our team is dedicated to building and maintaining client relationships, for the long-term.

Confidence

We provide clients the confidence to become captains of their own ships.

Get in touch with us

Set sail with AccuVest

Reception

For all enquiries call

07 4957 3588

 

Location

AccuVest
Level 2, Riverside House
43 River St, Mackay, QLD 4740

Mailing

AccuVest
PO Box 84
Mackay, QLD 4740

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