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Family Business Advisors - New Lambton (2305)

the Newcastle Region, New South Wales

Best match results for family business advisors in New Lambton + 30km.

    We offer Financial advice for the working class! We'll give you three good reasons why YOU should deal with us: 1. We are family owned and love dealing with real people! 2. We tell it how it is, and have logical solutions to meet a wide range of "real world" scenarios. What does this mean? - We get you the lowest possible rate on your home loans - We get you the lowest possible rate on Personal Loans, car loans, debt consolidation loans - basically any type of loan you can ... Read more think of..... We do it! - We help you get the best value for money with your life insurance (and can even show you how to deduct the premiums for it from your super fund). - We can roll your super into better and cheaper super funds. - If you're self-employed, we can help you streamline your accounting systems. 3. Joshua Day, owner, financial planner and principal mortgage broker is a former member of the Royal Australian Air Force. You can expect honesty, integrity and reliability ...

    Overall rating: 5 out of 5  

    Fantastic

    11-04-2017 by James

    Josh at Living Wealth was a huge help in sorting out my finances and had great ideas and suggestions to get my family into our first home. Highly recommended!!

    Answer from Living Wealth Financial on 07-09-2017:
    You are very kind to write a review for us.... especially 5 stars! WOW!! Please spread the love, and tell your friends and family about our service. We are at 69 Cowper street in Wallsend (inside the Wallsend Business Centre)...... Drop in and have a cuppa if you are in the area:) Kind Regards Josh

    FOCCALE Safety Management is a "Safety Enhancement Specialist" offering a holistic approach to work health and safety, Our client are micro businesses up to corporate with up to 50 staff, and also provide "One-Off Projects and/or Ongoing Support Services" to larger organisations. Our service include the development of customised WHS Management Systems Mentoring and coaching, Injury Management, auditing and training. Our Services Include: Ø Safety Consulting & Advisory Ø ... Read more WHS Policies and Procedures Ø WHS Management Plans Ø Mentoring & Coaching Ø Injury Management/Workers Comp Ø Safety Investigation Ø WHS Inspections Audits Ø Safe Work Method Statements Ø Safe Operational Procedures Ø Training and research Contact us today for a FREE 30 minute Consultation … ©

    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 bookkeeping services to a vast array of businesses in the area, including interior designers, beauticians, sign writers, mechanics, builders, plumbers, not for profit organisations, home renovation services, transport services, manufacturing, retail and wholesale businesses.

    • Suite 7, 3 Short Street, Morisset, NSW 2264
    • 20-30 km from New Lambton

    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 are maximizing your benefits and future financial assets. We offer this advice to clients and/or personal representatives to simplify the transition.

    Other related businesses in and around New Lambton (within 50km)

    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 term and we would encourage you to be part of the journey with us. We specialise in Retirement planning Financial planning Banking solutions Investment planning Superannuation Wealth management Debt management Wealth protection

    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 money is working for you. We respect your privacy and you confidentiality is assured.

    Overall rating: 5 out of 5  

    Great accountant

    14-07-2016 by Ian

    Great accountant- if you have a question, Toni will explain what you can and cant do in regards to that question. Toni Is a quiet approachable and nothing is to much for her- a true small business helper

    Answer from Blue Orchid Accounting on 04-04-2017:
    Thank you for the review, glad that we could help you with your taxation issues
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