Middle-aged investors, while still having a long-term perspective, are actively preparing for a post-employment lifestyle and are seeking financial strategies related to maximising their wealth.


Maximising your Future Lifestyle

Pre-retirement investors will often already have a diversified portfolio that includes superannuation, real estate, and other investment assets. While seeking growth opportunities, they exhibit a balanced risk profile, understanding a greater need to preserve accumulated wealth and minimise unnecessary risks.

It is often when people begin more detailed financial planning, considering factors like healthcare costs, lifestyle expectations, and legacy planning. We understand that many pre-retirees have accumulated investment experience and financial knowledge over the years but may seek additional insights and strategies as they approach retirement.

Accompli Wealth can provide investment guidance to help secure a comfortable and financially stable retirement with a reliable income stream, ensuring they can maintain their desired lifestyle without financial stress.

Accompli Wealth can help you with information on pre-retirement investment strategies, including optimising your investments (particularly superannuation) for the final decades of employment.

Common Questions - Pre-Retirees

How does Accompli Wealth tailor their services to meet the requirements of Pre-retirees?

Clients in this age bracket often seek a balance of capital growth and income. Hence, investments are recommended to facilitate this objective in the overall portfolio.

What are the benefits of starting to invest now?

By starting to invest as soon as possible, the funds available for retirement or future generations will have more time to grow and experience the wealth-building effects of compound interest.

How does Accompli Wealth help with providing trustworthy information sources?

Accompli Wealth has access to a wide range of information and research reports from various share brokers and financial institutions. We also monitor a range of websites that represent trustworthy information sources. Research reports are available on request to clients, covering micro-capitalisation companies right up to the largest capitalisation Australian and global companies.

What processes or safeguards does Accompli Wealth have to ensure we work in clients’ best interests?

The best interests duty and related obligations are designed to ensure that retail clients receive advice that meets their objectives, financial situation and needs and that financial advisers act in the best interests of their clients when providing advice. Also, Accompli Wealth does not have relationships or associations with product providers and does not receive soft dollar benefits.

Why us versus an online broker or trading platform?

Accompli Wealth offers tailored specialist wealth management advice and access to a wide range of investment research and information. Our personable advice and tailored one-on-one communication clients will receive are unavailable from an online broker or trading platform.

How can we help time-poor clients?

Our job at Accompli Wealth is to constantly monitor investment markets and contact clients if any action needs to be taken concerning your investments. This is advantageous even for clients who may be experienced investors but struggle to monitor the market constantly.

Experienced, Qualified, Knowledgeable. 

The Accompli Wealth Advantage

Giving our clients the best of both worlds

Financial planners generally focus their investment recommendations around managed funds, whereas full-service brokers specialise in listed securities. By combining specialist knowledge in both of these areas of advice, we offer a more comprehensive range of expertise to help and support our clients.

Accompli Wealth is deeply committed to helping clients manage, preserve, and grow their wealth, with over 25 years of experience in financial services. As a CERTIFIED FINANCIAL PLANNER® professional, we undergo extensive ongoing training, meet the Financial Advice Association of Australia’s experience requirements, and commit to the highest ethical standards when advising our clients.

Andrew Davies – Founder of Accompli Wealth


We specialise in evaluating a company’s current and potential performance for investment purposes and presenting this information to clients in a way that aligns with their knowledge.


Over 25 years of trading experience ensures new clients receive extensive support when constructing an investment portfolio that includes listed securities, ETFs, and managed investments.


Gain access to our knowledge and benefit from Accompli’s deep understanding of how the share markets function, exclusive industry research, and share market valuation methods.