Our philosophy is simple we exist to help our clients build a better future. What this means for each client will be different, and therefore the way we help our clients will vary. About Excel Financial Advisors Excel Financial Advisors is a small multi-disciplined regional accounting and advisory firm located in the Port Stephens / Hunter Valley area of NSW. Our client base consists of small businesses, self-funded retirees and individual clients. We assist our clients with their business... Read more

Numberwise, we believe we succeed when our clients succeed. With over 30+ years of experience, numberwise has been working to serve businesses, their owners, and individuals seeking expert assistance with tax and financial accountancy. Our timely advice, expert tax, accounting services, and effective planning empower you to achieve success maximising value for you and your business. Our approach begins with establishing a trusted relationship to understand the motivating factors that make you... Read more

Registered BAS Agent providing attention to detail BAS Services | Bookkeeping | Payroll Services in the Lake Macquarie & Newcastle areas. BAS Services Payroll Services Bookkeeping Monthly & EOFY Reporting Bookkeeping Backlogs Systems & Processes Software - Setup | Training | Support XERO | MYOB | ServiceM8 | WorkflowMAX Read more

Bookkeeping and BAS service for Lake Macquarie, Newcastle and Hunter. All accounting packages catered for such as MYOB, XERO, Reckon, QB and Cloud based accounting solutions. Mobile service and in house bookkeeping. FREE initial 1 hour consultation. Payroll, BAS/GST PAYG, super and system setup. We provide a local friendly professional service by employing locals who have owned their own business and understand the accounting requirements to run a successful small business. We provide... Read more

We offer an experienced team of tax preparers and specialised tax agents that can prepare your tax return for a maximum tax refund. TaxTips have provided instant tax refunds since 1991. That’s instant cash within the hour and no usual two week waiting period. That means you don’t wait two weeks, you get your tax return today! Read more

Owning your own home is one of the biggest dreams we all share and as an experienced mortgage broker, Josh loves helping people to achieve this dream. Being a local in the Newcastle & Greater Hunter region for most of his professional life after leaving the Defence Force, Josh has a strong connection and understanding of the local community. His qualifications include a Certificate IV in Mortgage Broking, a Diploma in Financial Planning, a Masters in Business Administration, and loads of qualifications... Read more

Ian Jones Insurance Brokers provide wide ranging insurance advice and consultation to ALL businesses, both large and small. We endeavor to remove the complication surrounding insurance so as our clients are confident in understanding exactly what we are doing to protect their business and personal assets. Our 32 years of experience has lead to a team of insurance professionals who know and understand, not only the insurance aspect but, more importantly understanding the clients business and its exposures... Read more

Duncan Schofield Financial Services has been in operation since 2001, the company has been built from the ground up by Duncan, managing the financial planning needs of clients ranging in age from 18 to 96. Our main goal is to secure your financial future by implementing strategies not only to grow your financial wealth but protecting you and your loved ones. We are committed to providing you with quality financial advice now and in the future as Schofield Financial Services is here for the long... Read more

Practical Business and Accounting advice for businesses in the Creative Services, Trades and Alternative Therapies industries. Read more

Think Rich Mobile Bookkeeping provides an affordable bookkeeping service across Newcastle, Lake Macquarie, the Lower Hunter and Central Coast areas. We offer on or offsite bookkeeping services using desktop or cloud based accounting software such as MYOB, Xero & Quickbooks. Think Rich Mobile Bookkeeping charges competitive and affordable rates keeping your bookkeeping costs to a minimum. Our bookkeepers are fully qualified and dedicated to providing the utmost professional and confidential service... Read more

At Timewise Financial Solutions we know just how difficult it is to juggle the demands of running a successful business. ​ Luckily, we love nothing more than to dive into a mountain of disorganised paperwork and emerge clutching elegant new databases, reconciled bank accounts, and neatly printed reports. We live for the orderly, the precise, and the organised: the ready to be filed away. ​ Our team can save you time and money by getting your books in order, leaving you more time to deliver value... Read more

Providing a friendly service for Individual and Business taxation issues REASONS WHY YOU SHOULD USE US An accountant you know, with experience that you can trust and with advice that works. Big firm capability. Small firm personality. Promise to return your call within 8 business hours. We can come to your business or home at no extra cost to you. We take the hassle out of transferring your taxation information from one firm to another. We strive harder, think smarter and make sure your... Read more

My Great Bookkeeper is a BAS Agent and small team of bookkeepers. Working with you to help your Small Business to thrive, remote and onsite. We have over 23 years of professional bookkeeping and BAS experience, helping small business owners, companies and non-profit organisations in all industry types. Our services also include: Bank Reconciliation Payroll Management Superannuation Management BAS Preparation and Lodgement GST reconciliation with ledger accounts on Cash and Accrual Cashflow... Read more

For the last 30 years, Nationwide Super has looked after millions of people who work in and run small businesses right around Australia. Nationwide Super is a member-based, multi-industry superannuation fund which offers low fees, competitive product features and personalised service, tailored to members and supporting employers’ needs. The focus is not on generating profits for shareholders – but to return benefits to members. We have an experienced team of professionals who run operations... Read more

We offer holistic Financial Planning Services in a warm and relaxed business environment. Our Principal Adviser is a Certified Financial Planner and a member of the Financial Planning Association as well as being the Proprietor of the business. Our Advice includes; Retirement Planning, Investment, Insurances, Superannuation, Estate and Aged Care Planning. When considering a move to Aged Care or downsizing to a more manageable property it is very wise to receive Financial advice to ensure you... Read more

We provide services from small to medium size businesses and individuals. Our services include Accounting, Taxation, Co Secretarial and Self Managed Super Funds. We can also prepare and assist you with other services, BAS/IAS preparation, correspondence with the ATO and any other tax related issue. We offer a fast and reliable service at a reasonable price. We pride our business on our efficient service. Read more

BRUTAL HONESTY. RADICAL TRANSPARENCY. FAMILY OWNED. CLIENT FOCUSED. At Newcastle Advisors, we approach things a little differently. If you're looking for someone to sell you a product or tell you everything will be ok (even if it's not...) we're probably not the right team for you. We're dedicated to helping you build, protect and preserve your wealth through comprehensive, holistic financial planning and investment management. Whether you're a young professional just getting started,... Read more

Are you looking for personalised taxation & business advisory services? Would you like your business needs to be provided by the same practitioner year after year? Then Palfreyman Chartered Accountant could provide the solution to your needs. Located in Cessnock near the Hunter Valley Vineyards, Palfreyman Chartered Accountant provides quality taxation and business services in a friendly and helpful environment. As an accounting specialist, our business is helping you make your business successful.... Read more

The need for an excellent, dependable financial team by your side can not be overstated in todays hectic world. We Are Bookkeeping and Accounting Business trainers thriving to provide all information you need to manage your finance. We will help you learn bookkeeping, Invoices, Reconciliation, Reporting, Profit and Loss, Balance Sheets, and much more under the supervision of our expert bookkeepers. Read more