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Edit Business | accumul8 Wealth Management
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About accumul8 Wealth Management, acts on behalf of Politis Investment Strategies, is the solution to your financial planning and insurance needs Story Our HSFC Values Statement Attitude is vital It is no accident that this is the first value – our attitude determines everything we do and the results we achieve. Being passionate about our business and the values of our business, we are inspired and confident in what we are doing and where we are heading. Without a positive attitude we will achieve nothing worthwhile. Client service should be a wow experience Our clients are our clients because they want to be – not because they have to be. We do this by making every interaction as positive and valuable as possible. Have fun We spend a large part of our waking hours at work so being able to enjoy our time at work is an important part of our lives. Our enjoyment of our work life is reflected in our interactions with clients as well. Initiate & welcome change Growth is the only reliable sign of life. As our organization grows, change is inevitable so we welcome change as a sign of growth. We are always looking for ways to change processes, perspectives and opinions usually for the better while acknowledging that occasionally we will get it wrong. “How can we do it better?” is our most frequently asked question Environmentally responsible Minimising the resources we consume to achieve our objectives is a key element of our operations. Whether it is recycling as much of our waste as possible or refining processes to reduce resource usage, we strive to be as efficient as possible to reduce our impact on our environment. Value the contribution of others Our business is composed of a wide variety of skills and personalities. We value the contribution of others by acknowledging that, without that contribution, our individual role would be that much more difficult or less effective. Education drives growth To grow personally and professionally, we constantly strive to learn more. Every member of our team has more potential than any of us can imagine. Our challenge is to unlock as much of that potential as we can by increasing and applying knowledge. By learning more, we can each achieve more. Mistakes are a learning opportunity No one likes to make mistakes but often mistakes are an important part of learning. We are therefore adventurous enough to try without being reckless, knowing that individual mistakes will become opportunities for the team to learn to make better decisions in the future. Embrace our success We love to celebrate our successes when we have faced and overcome the challenges that happen to every business. We are also humble enough to recognize that sometimes we succeed despite ourselves. In those situations, real success and cause for celebration is when we learn to replicate that outcome. Nurture relationships To build strong and trusting relationships with each other and our clients, we need to communicate openly and honestly. This is difficult to achieve particularly if the openness and honesty is not reciprocated. By being a good listener and acting with integrity and compassion, the basis for a positive relationship will be laid. Teams work together Operating as a team, we can achieve so much more. By directing individual effort towards enhancing the performance of the team as a whole, we build greater team spirit and a collective sense of achievement. accumul8 Wealth Management Pty Ltd is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd, ABN 71 106 823 241, ASFL No. 253125. The Financial Planners of accumul8 Wealth Management Pty Ltd provide financial advice as Authorised Representatives of Politis Investment Strategies Pty Ltd. accumul8 Wealth Management does not provide any other services other than those services authorised under the agreements connected with Politis Investment Strategies Pty Ltd. The individual sender is only acting as an Authorised Representative on behalf of Politis Investment Strategies Pty Ltd for financial advice services as authorised under an agreement on behalf of Politis Investment Strategies Pty Ltd. Politis Investment Strategies Pty Ltd shall not be liable to any person in respect of any such activities and/or services that are not authorised by Politis Investment Strategies Pty Ltd under an agreement with the individual sender and accumul8 Wealth Management Pty Ltd. Mission To empower our clients to proactively manage their financial resources, ensuring they are able to achieve a secure and abundant future. Products We take care of: - Financial Planning - Risk Profiling & Assessment - Insurance - Wealth & Investment Strategies - Self-Managed Superannuation Email Allan on allan@accumul9wealth.com.au if you're interested in any of these services.
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