CHARTERED ACCOUNTANTS

FINANCIAL PLANNERS

MORTGAGE BROKERS

We aim at offering innovating solutions and personalised
service by working with our clients to achieve their objectives

FINANCIAL PLANNING

RETIREMENT

Specialising in retirement planning we provide advice
on the full range of financial planning services

BUSINESS PLANNING

ADVISORY

We provide a comprehensive range of business planning
& advisory services tailored to your specific circumstances

ACCOUNTING

TAXATION

We provide an extensive range of Accounting
and Taxation Services to a wide range of industries

SELF-MANAGED

SUPERANNUATION FUNDS

We provide a comprehensive range of superannuation
options based on your own particular needs

MORTGAGES

FINANCE

We provide Residential, Commercial and
Superannuation loans and Finance.

Accounting & Taxation

Specialising in Business, Self-Managed Superannuation Funds & Individuals we provide an extensive range of Accounting and Taxation Services to a wide range of industries.

Business Planning & Advisory

We provide a comprehensive range of business planning & advisory services tailored to your specific circumstances.

Mortgages & Finance

We provide Residential, Commercial and Superannuation loans and Finance. We work closely with our clients and the lenders to provide our clients the most suitable and most competitive loan in the market. We also assist with loan structuring to maximize savings and loan effectiveness.

Financial Planning & Retirement

Specialising in Retirement Planning & Wealth Creation we provide comprehensive advice on the full range of Financial Planning services including Retirement Plans, Superannuation Reviews, Investment Advice and Asset Protection Strategies.

Superannuation & Self-managed Superfunds (SMSFs)

Specialising in Self-managed Superannuation Funds we provide a comprehensive range of superannuation options based on your own particular needs and can assist you to establish and manage your own Superannuation Fund.

Personal & Business Insurance

We provide advice on Personal and Business risk protection solutions both inside and outside of superannuation including Income Protection, Term Life, Total & Permanent Disability (TPD), Trauma, Business Expenses insurance, Key Person insurance and Buy/Sell arrangements (Business Succession).

Accufin Wealth Management Pty Ltd

Chartered Accountants & Financial Planners in Sydney.

Accufin Wealth Management is a boutique chartered accounting and financial planning firm located in Matraville Sydney.
We offer a wide range of expertise and experience in business advisory & structuring, accounting & taxation, financial planning & retirement, self-managed superannuation funds, business & personal insurance, estate planning and finance.
Specialising in accounting & tax advice for small business, large proprietary companies and self-managed superannuation funds (SMSFs) we provide business and taxation services to individuals, partnerships, companies, trusts and self-managed superannuation funds in a wide range of industries.
Further, we specialise in retirement planning and superannuation investments, including retirement plans, superannuation reviews, transition-to-retirement and account-based pensions.
We aim at offering innovating solutions and personalised service by working with our clients to achieve their objectives. We strive to look after all aspects of our client and their family’s financial security. We work closely with our clients to ensure their taxation, accounting and financial planning needs are tailored to their specific circumstances.
If you need exceptional support and service please enquire now by contacting us. We pride ourselves on quality services and client care. Our initial meeting is free of charge with no further obligation.