Financial Services

Glenn has operated for over ten years a successful Financial Advice business to clients focussed upon the Northern Beaches precinct of Sydney. A holistic financial planning service is provided to all age groups including: o Tax (financial) advice o Wealth Accumulation strategy and advice o Share Market investment strategy and advice o Debt minimisation strategy and advice (clever use of Loans) o Gearing strategy and advice o Tax minimisation strategy and advice o Asset protection strategy and ... Read more advice o Life, trauma and income protection insurance advice o Retirement planning strategy and advice o Superannuation and rollover strategy and advice o Self Managed Superannuation Fund strategy and advice o Social Security advice o Estate Planning advice o Corporate Superannuation advice Importantly, the area of Self Managed Superannuation is an area of specialisation, and following recent legislation announcements, now provides many tax effective investment and lifestyle solutions for clients ...

BOSS provides permanent multi-disciplined dedicated accountants and bookkeepers that work part-time or full-time (i.e. 1 to 5 days per week) or specialist casual staff for admin, audit prep or complete admin and audit work. Dedicated accountants and bookkeepers can use your procedures and work papers. All staff go through a one month induction program when they join on New Zealand issues, six months on-the-job training as well as continuous monthly tax training sessions. We train them on ... Read more the software you use. We take care of all HR and recruitment. You are looked after by an Account Manager who oversees the initial integration process and can help assist you with anything you need. We provide all check lists and instructions to get you started and dedicated staff can use our work papers and procedures if you prefer. You can engage a part-time or full-time (i.e. 1 to 5 days per week) dedicated accountant that works exactly how your staff work. So that’s using your ...

HomeSec Business Finance is a national lender of Short Term Business Loans. These loans are generally for a period of 1 - 6 months, and are extremely useful when a client needs access to funds for their business in just 24 HOURS. Its a simple online application process, and minimal documentation required. You as a referrer hardly need to lift a finger, and we do all of the running around for you. Best of all, you get paid your generous Referrer Fee within 24 hours of the loan settling. ... Read more So the upshot is, you have helped your client get access to funds in just 24 hours, and you you are paid a generous referrer fee. For more information, go to our website, or google HomeSec Broker Support. HomeSec Business Finance is an Australian based business finance company. We are Australia’s largest short-term business lender and the trusted funder of choice for fast short-term business loans. Our main business product is short-term caveat loans which are for lending funds to small ...

Pryor Tzannes & Wallis or PTW is a multifaceted law firm dealing with various aspects of law - Specialising in Corporate Law and Commercial Law, Dispute Resolution, Family Law, Commercial Litigation, Compulsory Acquisition, Real-estate Property Law, Conveyancing, Insurance Law, Leases and Employment Law. Advocating a committed and innovative approach to its clients and staff alike, its core values are underpinned by principles based on quality, innovation, communication and integrity that has ... Read more won recognition in the City of Sydney, the greater Sydney area and the Eastern coastal suburbs. It is a law firm whose excellence in servicing its clients is matched only by its understanding and concern for its people. PT&W has developed a culture that provides inspiration and support and constantly seeks to attract people whose experience, values and cultural fit will deliver the best outcomes for clients. - Corporate Law, Commercial Law, Dispute Resolution, Family Law, Commercial Law, Litigation, ...

Griffiths Advisory (formerly Griffiths & Associates) is an innovative and pro-active practice that prides itself in providing the highest quality advice and service at a reasonable price. Our aim is to assist our clients to achieve their full potential and success whether it be personal or business orientated. We are passionate about what we do and go above and beyond to structure your business and personal affairs to legally minimise your taxation and create wealth. Our work related tax claims ... Read more are greater than 95.4% of similar sized accounting firms. Here is a quote from the Australian Taxation Office following a recent compliance visit. Work related expense deductions claimed on tax returns by your practice were greater than 95.4% of tax agents with a similar number of clients and complexity their affairs” We specialize in high earning and wealthy clients. Some of our medium and in some cases low earning clients have become wealthy over time from investing in quality assets, ...

UCapital was founded by Maurice and Jacques Pretorius, brothers who grew up working in their family steel business. It’s business more than finance that is in our DNA, which is an important difference between UCapital and traditional lenders. Our focus is on understanding how businesses work, what keeps them healthy, and what they need to develop. The steel business is highly competitive, and operators are at the mercy of employment issues, problems with suppliers and fluctuating global commodity ... Read more prices. Having employed up to 500 people at a time in factories nationwide, Jacques and Maurice know from experience just how quickly things outside your control can lead to a need for short-term finance. They also understand why you might not want to put up your house, your car or your other assets as security every time you need cash to seize an opportunity or ride out a temporary setback. As business owners themselves, the brothers also know how difficult it is to get finance for a small ...

At Adion Insurance we are dedicated to providing you with tailored professional and sound advice whilst building meaningful, long lasting relationships. We commit and dedicate our time to all our clients irrespective of size, large or small and we offer the same high quality service throughout. Regardless of whether you’re a home-based professional with clients from different countries or you run a small business, there will always be a certain amount of risk involved in operating your business. ... Read more You need to know and understand what risks are relevant to your business, as these are the risks you want your insurance to cover. Some examples of these risks are equipment breakdown, product theft, material damage and damage to stock during transit. Adion Insurance can help you identify the risks relevant to your business and recommend appropriate insurance policies.

Located in Balgowlah on Sydney’s beautiful Northern Beaches, Asset Mortgage Management (AMM) is your local Mortgage Broking business, offering a full suite of home loan and lending products to suit all walks of life and with NO ADVICE FEE. Here at AMM we offer specialist advice in the areas of residential home loans, investment home loans, construction loans, self managed super fund loans, commercial property loans, vehicle finance and business lending. With literally hundreds of home loan ... Read more products on the Australian mortgage market, it has never been more important to get expert advice. Our specialist mortgage brokers at AMM, know which banks are offering the best deals and which loan product are going to suit your personal needs. If you are thinking about refinancing your current home loan on the Northern Beaches or you are looking to get pre-approval to buy a property on the Northern Beaches, then you can’t go past Asset Mortgage Management. Our expert Mortgage Brokers will ...

We work with local small business owners in the South West to handle their cash flow issues, lack of systems or problems keeping up to date with their bookkeeping by setting up and monitoring a budget, systems, and procedures and help schedule regular processing schedules.

Free bankruptcy advice to help you understand your options. Are you wondering if you will ever be debt free again? Are you considering bankruptcy, but don’t understand what it all means? You are in the right place. We can help you use bankruptcy to wipe away debt. Start again with no more worries. We can help you get rid of debt. This can be high interest credit cards, tax debt, consolidation loans and many other types of bad debt. Many people do not realise that you can have a fresh start and ... Read more get rid of past finanical mistakes. There are no gimmicks or sales tricks, we simply provide free advice and the most cost effective way to go bankrupt in Australia. We also offer extremely affordable corporate bankruptcy. Our leading insolvency consultants make us the number one choice. We use a state of the art, approved system, to take care of the huge amount of dreaded paperwork that is involved in bankruptcy. We ensure that the process of filing for bankruptcy is easy. No matter what your ...

We are an independent equities research firm, which provides recommendations to our subscribers about which stocks to buy, sell or hold. Our key goal is to provide investment ideas to clients that enable them to navigate and achieve success in complex markets. We look for stocks that are out of favor with the market. We try to buy stocks that have low price earnings ratios and higher than average yield. We look for companies that have long term growth prospects and those prospects have been ... Read more currently been obscured by macro-economic factors or industry factors. At KALKINE we look at both qualitative and quantitative factors and then make our decision about which stocks to recommend.

We seek to buld long term relationships with you and your clients to offer the quickest and most suitable finance solution. We are accredited with most banks a and have a niche in Commercial ad Development finance including Private equity. We look forward to your scenarios.

We are qualified and accredited bookkeepers and BAS Agents who can look after all your bookkeeping needs. We care about the success of your business. This is why we provide professional service with a personal touch. We work with our clients to get a good understanding of their business and future plans so we can implement the best accounting and bookkeeping systems to fit their individual business operations.

My Account Consultant constitutes a online accounting services team of Highly-qualified and experienced consultants to have a passion for what we do. The Accounting team is well versed with all the leading accounting software and the pros and cons of each with as per standard Government guideline . We offer Xero to Quickbooks Conversion So, no matter which software you wish to migrate to, we will be able to assist you completely with all the accounting software. We offer best online bookkeeping services, ... Read more bookkeeping for small business, small business accounting services, online Accounting services and much more.We offers a wide range of Online accounting services to ensure that you have financial statements when you need them the most. By choosing us as your Virtual bookkeeping partner, you avail paper free bookkeeping and accounting solutions professionally delivered with utmost security and confidentiality in the Quick turnaround time. If you want to know more about our services as well ...

At Edge Bookkeeping, we are determined to help your business succeed. We look to provide practical, tailored solutions for your business, including support and advice that is based on our real-life experience and not academic theory! Our goal is to reduce the stress and time load of managing your business finance, contact us today to discuss how we can tailor a solution for your business.

Adelaide Aged Care Financial Advisers is a provider of quality aged care financial services in Adelaide. Our team consists of financial advisers who are experts in giving residential aged care financial advice. Whether it is for you or for your loved one, our personalized approach to financial advisory services can eliminate stress related to aged care, and is an invaluable help to residents in Adelaide.

The words “financial planning” may not sound very exciting but here at Rising Tide we will tell you otherwise. Whilst money and finances often gets thrown in the “too hard basket” for many families, the reality is that when it comes to your finances, effective and strategic planning is the key to living a happy and fulfilling life. “But money doesn’t buy happiness” you might say!

Empowering you to manage your finances from home

Evolution Financial is a financial planning firm based in Townsville. We specialise in Superannuation, Retirement Planning, Investing in Retirement and Investing with direct shares.

Harry Austin is an expert, associated with Loans Direct in Australia, for matters related to Financial Services like Loans, Credit Repair, Conveyancing, Business Financing and more.

After years in the banking, finance & commercial sector we noticed that the industry needed a company with a personal touch that offered their customers a complete solution. In 2015 New Vision Financial Services was created to allow our consultants to use their experience (including approving and structuring large complex commercial transactions through to basic home loans) and concentrate on offering a personalised service to their clients. The team at New Vision Financial Services have access ... Read more to over 40 different lenders, giving you more flexibility when making a decision. Our consultants have had extensive experience within the banking, financial and corporate sector. At New Vision Financial Services we specialise in finance lending for home, investment, business, commercial, asset, debtor and many other requirements. As New Vision Financial Services has progressed, we have developed strong relationships with professional service providers such as; Financial Planners, Accountants, ...

InterRe Insurance Brokers is an Independantly owned and operated business that prides itself on professional service and friendly advice. Specialising in scheme establishment, off-shore placements, re-insurance and large corporate risks, InterRe Insurance Brokers also offers retail broking services in the commercial area. InterRe Insurance Brokers focus is on client needs and satisfaction. Our global reach provides access to international underwriting specialists and our professional staff provides ... Read more insurance tailored to suit your needs. Supported by our international contacts, our experienced staff utilise their skills and knowledge to help clients achieve their insurance objectives on a client-by-client basis. Developing and delivering practical and reliable risk management, InterRe Insurance Brokers can help you succeed and prosper in the changing insurance market. For further information, please contact InterRe Insurance Brokers

At Creo Wealth, we have a wealth of experience when it comes to financial advice. When we work with you, we consider your holistic financial circumstances, what you want to achieve through wealth creation, personal risk insurance, retirement planning, and every other piece of your puzzle.

"Lending Specialists is an award winning mortgage broking business based in Melbourne which was established in 1999. We have the skills to be able to lodge most types of loans which can range from the basic residential home loan, personal loan, investment home loan, self managed super fund (SMSF) loan to the most complex commercial business loan. Over the years we have built many strong relationships, especially with Accountants and other Industry Professionals. Lending Specialists will deal ... Read more with the banks, solicitors, conveyancers, real estate agents and property advocates on your behalf so you can have peace of mind from start to finish of the whole process. Start off on the right footing by talking to an expert at Lending Specialists today. If you are out in Ringwood, Burwood, Rowville, Springvale, Boronia, Wantirna, Scoresby, Knoxfield, Heathmont, Wheelers Hill and Oakleigh, speak to one of the experts at Lending Specialists first.

K Partners is an accounting firm based in Melbourne, Australia. We specialize in small business accounting and work closely with our clients to help them grow their business. We also provide financial advice for individuals and businesses alike. Our services include accounting, financial planning, life insurance, mortgage broking and SMSF. We also specialize in self-managed super funds (SMSF) accounting and helping you secure your future. We see our clients as our partners ... Read more and consider their growth to be our growth. Our goal is to add value to your business and your personal finances through our extensive skills and experience and our high quality professional employees.

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 ...

Nova Business Finance (NBF) specialises in business finance solutions for SMEs and Micro businesses. We offer solutions for Cash Flow, Merchant Cash Advance, Factoring & Debtor Finance, Insurance Premium Funding, Fee Funding, Export & Import Funding and Short-term Loans to solve temporary cash flow problems.

Have you had a loan declined? A black mark on your credit file can make it pretty hard to get approved, which can leave you feeling like you’re stuck. But don’t worry, this is where Square can help you. We remove black marks, so you can get back on track quickly. Unlike other credit repair companies, we have an honest and fair approach to how we do business. From us, you can expect no upfront fees, and if we can’t completely remove the black mark from your file, we won’t charge you a cent. ... Read more What’s there to lose? If you’re credit report is giving you problems, call Square today, and enjoy the freedom a clean credit file brings.

- Short and Long Term Loans from $50 to $5000 - Buying and Selling of Second Hand Goods - Secured Loans on goods of Value - We buy Scrap Gold / Silver, and offer a 90 day warranty on most products

FeePay Professional Fee Funding is a short-term cash flow funding product designed specifically to meet the needs of professional service firms and their clients. FeePay enables firms to offer their clients the option of spreading the payment of their fees and disbursements over a number of manageable, monthly instalments instead of having to pay the fees in one lump sum. By offering FeePay your firm can dramatically reduce the overhead of managing and carrying debtors while adding value to ... Read more your service offering and providing fee earners with a positive reason to discuss fees. To be eligible to apply for a FeePay facility, firms will need to have a minimum of 2 years trading and at least one Partner/Director that is a current member of ICA, CPAA, IPA and NTAA.

Petsecure Pet Insurance provides pet insurance for cats and dogs. Petsecure proudly supports the many hard working pet rescue organisations across Australia. So when you choose Petsecure you not only get the best cover for your pets, but you are also helping our rescue partners continue with the valuable work they do saving the lives of thousands of cats and dogs every year.

WE PROVIDE FOLLOWING SERVICES:  ACCOUNTING SERVICES FOR SMEs  ASSIST WITH TAX AUDIT  BOOKKEEPING SERVICES  BUSINESS ACTIVITY STATEMENTS  BUSINESS CONSULTING AND BUSINESS PLANNING  BUSINESS RE-STRUCTURING  CAPITAL GAINS TAX /WITHHOLDING TAX etc.  COMPANY FORMATION  COMPANY SECRETARIAL SERVICES  INDIVIDUAL, PARTNERSHIP, TRUST AND COMPANY TAX RETURNS  INVESTMENTS AND TAX IMPLICATIONS  PREPARATION OF FINANCIAL AND MANAGEMENT REPORTS  PREPARE AND LODGE ... Read more BACKLOG OF TAX RETURNS  SMSF BOOKKEEPING AND ADMINISTRATION  TAX CONSULTING/TAX PLANNING  TAX IMPLICATIONS OF YOUR FINANCIAL PLANNING  TAX REGISTRATION – TFN, ABN, PAYG AND FBT  TRUST FORMATION  REVIEW OF SMALL AND MEDIUM CHARITITES  AUTHORISED REPRESENTATIVE OF AFSL TO PROVIDE SMSF, SUPERANNUATION AND RELATED FINANCIAL SERVICES

Our professional & friendly team of Accountants, Tax Agents and Business Advisors has a commitment to providing a personalised service to our clients. This is reflected in our actions. Our main aim is to focus on our clients’ diverse needs and meeting these needs through professional excellence. We believe in providing clear and concise accounting, taxation and business advice. Our team is Xero certified and hold licences to operate in the Financials Services Industry.

Accountability BAS and Bookkeeping Services is a professional network of bookkeepers all around Australia. Assisting businesses in matters of basic bookkeeping, payroll processing, BAS agent and ASIC agent services. ABBS Director Rob Boon was awarded Finalist in QLD Bookkeeper of the Year 2017 by SMSFAdviser. ABBS provide payroll services which include, set up for correct wage payments, Single Touch Payroll (STP) assistance and solutions for small to medium size business entities. ABBS provide ... Read more BAS services that will keep you up-to-date with the reporting of company PAYG instalments, PAYG withholding, FBT, Fuel Tax, GST and superannuation. We are conscious of the need to manage these correctly to avoid potential directors personal liability. ABBS provide a broad range of solutions for day to day transactions, such as document collection and storage. Complex entries such as asset purchases,& sales, finance contracts, premium funding, superannuation guarantee charge statements, ...