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Financial Advice Services - the Newcastle Region

New South Wales

Best match results for financial advice services in the Newcastle Region + 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

    Financial planning and superannuation advice services for Newcastle. Are you unsure how much super you will need to retire? Need advice to make the most of your super? Looking at investment options? Want to sort out your Life Insurances? That's what we do! Lusher Financial Services provides professional Financial Planning Advice to the Newcastle and Lake Macquarie Region including the Hunter Valley. If you are looking for expert advice on your Superannuation or Retirement Pension we can help. ... Read more Certified Financial Planner Christine Lusher also specialises in financial investments and personal insurances such as life and income protection insurance. Financial Planning is not just for the wealthy, it's for anyone who wants to take charge of their financial life. Our financial plans are tailored to your individual goals, so whether you are just starting out in the workforce or moving towards retirement we will work with you to improve your finances. Contact us in Newcastle today for an ...

    Rethink Accounting are your experienced local accountants and business advisers in Newcastle. We are passionate about seeing our clients succeed and provide the best for their family, business, clients and employees. Whether you are a business owner, family person and/or time poor professional we have a range of specialist accounting solutions such as tax accounting and business accounting services to support you. We have a range of specialist accounting solutions to support you personally ... Read more and/or in business: Tax Minimisation Strategies Tax Returns Business Growth Opportunities Virtual Chief Financial Officer (CFO) Services Profitability and Performance Reviews Buying or Starting a Business Support Self-Managed Super Fund (SMSF) Setup and Administration Cash Flow Improvement and Management Bookkeeping Payroll Business Accountants Newcastle We believe it is our purpose to support you and your business to deliver your ultimate vision! We find it really inspiring to ...

    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 to your business. SERVICES - - MYOB, Xero or Quickbooks, desktop or cloud based accounting programs - Complete accounts setup - Recording & processing of expenses / payments - Processing of customer invoices / receipts - Bank account reconciliations - Credit card reconciliations - Payroll management including PAYG withholding, employee entitlements and payment summaries - Debtor & creditor management - Financial reporting i.e balance sheet & profit & loss - Liaise with your tax ...

    Other related businesses in and around the Newcastle Region

    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

    • Suite 7, 3 Short Street, Morisset, NSW 2264

    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.

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