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    'We get up every morning to positively impact young families in business by making their businesses REALLY work so that we all make an even bigger impact together. The rewards that brings allow our team (the “fantastic four”) to make small but powerful contributions to impact our local community by volunteering 2 hours per week at Warrnambool and District Food Share, in our country with our regular Blood and Plasma donations at Red Cross and in the lives of those less fortunate around the world ... Read more with our lifetime partnership with Business for Good.' We love doing business with positive, fun-loving people who we could see ourselves inviting over for a barbecue. Our culture revolves around loving what we do, so naturally we love having fun while we do it - is that You? You deserve advisors who are passionate, love what they do and are enthusiastic about making an IMPACT on your financial life - don't you? We are AWESOME at customer service and top of our game. We are continually ...

    Overall rating: 5 out of 5  

    I found the experience at Ceebeks a massive relief that all our taxation was being taken well care of. Advice on any business matter was just at the end of a phone or email.

    29-03-2016 by John & Lyn Hateley. Jannali Holsteins

    I approached Ceebeks Business Solutions because it was time to change accountants, I was looking for a firm that would fulfil our business requirements, treat us as individuals, and offer expert financial and taxation advice. It was there advert in the yellow pages that gained my attention. Ceebeks Business Solutions helped me by explaining taxation matters in language we could understand, they took over preparing our BAS, introduced us to Xero financial tax software on the web which is easy to use. The result was overwhelming as we didn’t realise our tax was so unorganised and over a matter of a few months it was all bought up to date so making it easier when dealing with lending institutions everything was available. One thing I liked was their intense, friendly, attitude towards our business and our future. They made good coffee and we were made feel very welcome. I found the experience a relief that all our taxation was being taken well care of. Advice on any business matter was just at the end of a phone or email. I would and have recommended Ceebeks Business Solutions to people who need expert, friendly, reliable, and fast response to taxation matters and advice about “moving forward”

    It wasn’t until I started working with Ceebeks that my business started to turn around!

    29-03-2016 by Ted Argyle. Adrenalin Martial Arts

    I have been a client of Ceebeks Business Solutions since the year 2000. I started my business, Adrenalin Martial Arts Centre, in 1996 at the very young age of 23. Prior to starting my business I had only had six weeks business coaching to prepare me for the realities of owning my own business. The first few years of operation were a struggle to say the least and it wasn’t until I started working with Ceebeks that my business started to turn around. I cannot recommend enough the services that Ceebeks provides. If you’re serious about your business and you want to cement a future for yourself and your family you have to become part of their team. You will not find a team of people who are easier and nicer to deal with.

    Ceebeks have helped me move my business to “the cloud” so we can easily see where we are at!

    29-03-2016 by Stephen O'Keefe. Stephen O'Keefe Builder

    We have engaged Ceebeks Business Solutions as our Accountants and Financial Advisors for the past seven years where they look after our business and self managed super fund as well as our personal tax. We have always found Chris, Angela and their Team to be exceptionally prompt to all our enquiries and offer solid financial advice as required. They have helped me move my business to “the cloud” where my staff can log on enter data, see what jobs they are working on and complete their timesheets and I can easily see where we are at. It is always a pleasure to visit their office to be greeted by their courteous, helpful and friendly Team who are only too willing to respond to our financial needs and even offer a good coffee! We would highly recommend Ceebeks Business Solutions.

    Ceebeks have helped me move my business to “the cloud” so we can easily see where we are at!

    29-03-2016 by Stephen O'Keefe. Stephen O'Keefe Builder

    We have engaged Ceebeks Business Solutions as our Accountants and Financial Advisors for the past seven years where they look after our business and self managed super fund as well as our personal tax. We have always found Chris, Angela and their Team to be exceptionally prompt to all our enquiries and offer solid financial advice as required. They have helped me move my business to “the cloud” where my staff can log on enter data, see what jobs they are working on and complete their timesheets and I can easily see where we are at. It is always a pleasure to visit their office to be greeted by their courteous, helpful and friendly Team who are only too willing to respond to our financial needs and even offer a good coffee! We would highly recommend Ceebeks Business Solutions.

    Ceebeks are now an integral part of our operation and we would not be in this business today without them!

    29-03-2016 by Raj & Bronwyn Patel

    We are thankful for the outstanding service provided by Chris and his Team. From the initial feasibility discussions, through securing a bank loan, projected P &Ls & all aspects of business planning they continue to provide invaluable advice and assistance. Ceebeks have also helped us implement and tailor the Xero accounting system for our day to day accounting. Ceebeks are now an integral part of our operation and we would not be in this business today without them.

    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, ...

    Take control of your financial well-being with the personalised advice from Smart Finance Advisory. We are your one-stop investment strategy advisors, and we will be with you, every step of the way—from assisting in investment to answering your day-to-day questions. Leave Your Financial Decision to Us SMART Financial Advisory is one of the leading financial advisory firms in Melbourne. We specialise in providing strategic investment advice, insurance, retirement, superannuation and estate ... Read more planning.   As a leading financial advisor in Melbourne, our goal is to clear the complicated path towards your financial goals and walk with you every step of the way to take a better financial decision. Working in consultation with the accountants and other insurance advisors in keysborough, our financial advisory service in Centrelink is help you in developing the right plan for you whether you are an individual or a young family. No matter what your financial situation is, we can help ...

    Wealth Planning Partners are a long-term Gold Coast based financial planning business, assisting clients Austrlaia-wide with The WPP Way: Secure, Build, Succeed. We help our clients protect what they've worked so hard for, and build a strategy to provide wealth for the future. Self Managed Super Funds are our speciality. We can assist with fund establishment for Corporate and Individual Trustees, setup and windup of SMSFs. We offer annual audit and accounting services for Self Managed Superannuation ... Read more Funds, along with Investment Advice, Insurance planning and Investment Strategy documents. Our director, Amanda Cassar holds a SMSF Specialist Advisor accreditation from the SMSF Association and a Masters Degree in Financial Planning. We look forward to assisting you with your financial planning and self managed superannuation fund needs.

    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 30 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 to any loss - we know the importance of this in order to give the right product from the right insurer with the right cover. With a range of over 150 insurers, underwriting agencies and specialist industry schemes at our disposal we know we can get the best outcome for our clients, not only initially but each renewal year after - after all that is the primary job of an Insurance Broker. Although cover and price are paramount in our service the one thing we truly excel at is our focus ...

    Forwood Planning is a Financial Strategy Firm on a mission to educate, inform and manage the financial affairs of people that are experts at what they do, but know that planning their finances is not their strongest skill. Forwood Planning has one primary service, and that is to create Financial Strategies so that clients can achieve their goals, their intentions and their dreams. Our desire is to work with you over the years to ensure that our plans take into account all of your life changes, ... Read more and challenges along the way. Putting these Financial Strategies together can be complex, or it can be simple. When considering the best strategy for you, we look at a wide range of aspects including: • Investment Advice • Cash Flow • Personal and Family Protection • Superannuation and Pensions (including Self-Managed) • Retirement Planning • Charitable Donations • Estate Planning • Generational Finance

    Accountancy Insurance was established in 2003 specialising in Audit Shield – a comprehensive tax audit insurance product which covers the professional fees incurred as a result of an official audit, enquiry, investigation or review instigated by the Australian Taxation Office (ATO) and other relevant government revenue agencies. Audit Shield is a cash flow positive solution for accounting firms. It also offers an opportunity for a firm's clients to be comprehensively covered in the event of ... Read more audit activity. Today, Accountancy Insurance provide service to more than 2500 accounting firms across Australasia and Canada. Professional Indemnity Insurance and Cyber Insurance are also Accountancy Insurance products available to Australian accounting firms.

    We are you local expert team providing personal & small business financial services such as accounting & taxation, wealth creation, home loan advice, retirement planning, wealth protection, SMSF and superannuation & pension services. We are regular presenters on 2GB 873 on the Bottom Line financial show and A Senior Moment or on Northern Beaches Local Radio 88.7 FM Feel free to email, phone or come in for a chat with no cost obligation chat on how we can help you!

    Personal Financial Planning, Investment Reviews, Retirement Planning We realise that it is hard to make sense in the information overload coming your way what you should do to make the most of what you have. We understand the transitions of life and how your circumstances determine what the financial priorities are at that time. We are innovative. We understand risk and do not speak in jargon. We recognise that you want to be told it as it is, that you will take responsibility for outcomes if ... Read more you understand and really want those outcomes. You just want to know where you stand and have expert help in achieving your goals - and you do not want too many staff changes at your adviser's office. Self-Managed Superannuation Funds Are you deciding to get one or close one? Or do you just want a firm who can do the tax returns and report, deal with the auditor AND advise how to invest the funds, draw a pension, accept rollovers. Had trouble in the past? We can take care of all of this ...

    We are a Canberra based boutique financial services business that provides financial and investment advice to individuals throughout Australia. We have access to a wide range of financial products and services through our in-house offering and alliances with strategic partners, to help you through every stage of life. Whether you are starting out with your first job or looking to slow down and preserve your wealth later on in life we can help you implement a financial roadmap for your unique circumstances. ... Read more We are a Canberra based boutique financial services business that provides financial and investment advice to individuals throughout Australia. We have access to a wide range of financial products and services through our in-house offering and alliances with strategic partners, to help you through every stage of life. Whether you are starting out with your first job or looking to slow down and preserve your wealth later on in life we can help you implement a financial roadmap for your unique circumstances.

    We provide a tax planning, accounting services and home loans services for individuals, partnerships, companies and trusts for last 8 years. Our dedicated staff will take the time to help you understand you taxation liabilities and to legally minimise your exposure. We can replace your back office with accounting, payroll, and bookkeeping support. When it comes to complex issues, rely on us.

    Get 30% off this month when you try our services!

    Validity: from 01 Jul 2018 to 31 Oct 2018

    Get 30% off this month when you try our services! We provide more than financial accounts and income tax returns. Our pro-active service means that we communicate with you regularly to mitigate issues. We will work with you to legally minimise your tax and help you achieve your key objectives.

    Financial planning by Master Financial planner Brian Lucas Aged Care, retirement, superannuation, shares, property investments, insurances, SMSF, Centrelink advice, adviser to the State Government on small business, Regular seminars on wealth creation. Professional speaker and regular radio commentator. Author of four best selling books Brian has worked for several large organizations including Woolworths, Hungry Jacks, Pennywise and Bilo supermarkets, before starting several successful companies. ... Read more He recently was President of the Entrepreneurs Organization and sold his share in the financial planning company Kensington Financial Services. He now runs two of the fastest growing small businesses in South Australia: Proper Financial Advice (Financial planning) and Proper Advice (Guaranteed success Business Coaching). He has given hundreds of speeches around the world on Entrepreneurialship and increasing profits. A regular guest commentator on Radio, Brian also is a leading charity fund ...

    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 ...

    Forwood Planning is a family owned financial planning practice. We have a young family and fully understand the time constraints on a family or a couple working, and have structured our business to help you get your financial affairs in order (a bit of adulting), without unduly impacting on your already busy schedule. What do I mean by financial affairs? What ever it needs to be. Our aim is to take your dreams and turn them into goals, by providing a roadmap and structure, and finally turning ... Read more those dreams into reality.

    At FinAdvice Financial Planning, we take the time to get to know you and your circumstances. We pride ourselves in our ability to recognise potential issues, find strategies that give you the edge,and deliver solutions to life’s financial opportunities. Truly powerful working relationships continue, year after year, to fine tune your outlook and work-through the changes impacted by life’s shifting circumstances. PLEASE NOTE: We are NOT Accountants, but will work with you and your accountant ... Read more to establish a financial strategy that you can understand, feel comfortable with and that puts you in a better financial position. - Working For You - The team at FinAdvice Financial Planning invests their time to talk to you, know you, understand your circumstances and assess your situation. - The Process - No two people are alike, so it is important you have a financial plan specifically designed to reflect your life and your goals. - Ongoing FinAdvisory Service - The true power of a working ...

    Working with accountants and financial planners, we provide business insurance to their commercial clients by tailoring an insurance solution that best meets their needs. Focus on risk management advice and excellent customer service, we work with over 100 insurers in Australia and London to protect businesses. We specialise in public liability insurance, professional indemnity insurance, cyber insurance, small business insurance, commercial motor vehicle insurance, marine insurance and more.

    Investment Zone will assist you achieve your Financial Freedom, by providing a holestic range of financial services to make it happen: Financial Planning | Property Investing | Budgeting and Cashflow Management Retirement Planning | Estate Planning || Cash Management |Superannuation and SMSF | Business Advisory NOTE: we are independently owned and operated! We pride ourselves on been 100% committed to providing good old-fashioned personalised service to our clients. It's all about creating ... Read more wealth and financial freedom for you and your family. So having the right financial foundation and strategy in place, is a great place to start! We partner with busy families who want proactive and smart financial lives. We build reality-based financial plans that guide the money you earn today while considering the money you'll need tomorrow. Our passion is to develop intelligent wealth, using investment strategies that best suit your objectives while ensuring there will be predictable ...

    Accounting, taxation, and specialist Self Managed Super Fund administration and audit. Financial advice specialising in retirement and aged care.

    HI Insurance Services has been providing quality General Insurance advice and service to clients for over 16 years. We have a dedicated team of specialists who can assist you on a wide range of personal and commercial insurance products. Our unique approach has simplified the process of putting you in a knowledgeable position to take control of your insurance requirements regardless of your situation. Our quality advice is timely, professional and easy to access. Our culture is based on core ... Read more values of integrity, respect, commitment and teamwork. We understand that little things count for so much. If you haven’t had a review in the last few years and just keep paying it, contact us for a free no obligation quote. For advice tailored to you, contact the team at HI Insurance Services. If you haven’t had a review in the last few years and just keep paying it, contact us for a free no obligation quote.

    Inspired Insurance Services was established in 2006. Since then we have worked hard to Inspire and educate our Clients to understand the importance of protecting their assets. Our focus is to make Insurance easy for you and appropriately inform you of your options. We have the knowledge and want to share it with you so that you can relax in the knowledge that you are protected. We can provide a broad range of Business Insurances including Professional Services, Contractors Plant & Equipment, ... Read more Commercial Motor, General Property and High Risk. In addition we can provide you with a range of Liability Insurances including Public & Products, Management Liability and Workers Compensation. We can also assist you in Personal Lines Insurances including Home & Contents, Private Motor Vehicle and Landlords Insurance. This list is not exhaustive so if you don't see what you are looking for, check out our website or give us a call today.

    Full Circle Service including: - Certified Practising Accountant - Registered Tax Agent - Authorised Financial Planner - Mortgage Broker

    Cogneesol Inc. - A Leading Business Process outsourcing company that offers premium back-office services to business organizations worldwide. What we Offer: Accounting Back-office Services Insurance Back-office Services Legal Back-office Services Data Management Services Email us at info(at)cogneesol(dot)com & Start with 14 days free trial. Why Cogneesol? • 100% Data Security • Reduced Time-to-Market • Support Different Software • Expert Solutions • Flexible Working Criteria • International ... Read more Clients • Innovation and Responsibility Cogneesol Team is 24*7 available to assist their clients. Have a Good Day!!

    YV Financial Services is a family owned financial planning company, whose ultimate priority is you, the client. We provide holistic financial advice that addresses; superannuation, personal insurance, investments, pre & post retirement strategies, estate planning, budgeting and the list goes on... Contact us today for an obligation free consultation to discuss the options available to secure your future today!

    • We are a business practice • Our focus is to provide every financial service to growing business and entrepreneurs in South East Queensland / Northern NSW. • We are a practice for individuals, our focus is business • Startups or growing business with up to 50-60 employees. • We are a one stop shop with all relevant services inhouse including coaching, accounting, planning, lending, investment planning and retirement.

    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 ...

    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 … ©

    I specialise in boutique insurance advice in the areas of personal and business risk and can source quotes and cover from all the major Insurance companies in the market. My experience in the financial services industry since 1997 and wide ranging life and business experience translates to competent, caring and responsive service to you as a valued client. I provide personal and business insurance advice across all kinds of industries including: · Life Insurance · income protection ... Read more cover · Trauma (critical Illness) cover · TPD (total and permanent disability) insurance and · Various Business insurances including, Member cover in Self Managed Super Funds, Business Expense, Key Person or Business Succession Planning. My services include gaining a thorough understanding of your insurance needs, develop suitable insurance programs and source the most competitive pricing from our comprehensive suite of major insurance providers. I go to great ...

    • Level 2, 5 Davidson Terrace, Joondalup, WA 6027

    McKinley Plowman's certified practising accountants, financial planners and finance brokers can assist you with expert advice for all your financial matters.

    Accounting and tax is a young, vibrant and growing company. Founded in 2011, the company specializes in all your accounting and financial needs under one roof. We have established our company on the principles of honesty, integrity and experience. These principles have served well in establishing long-lasting client relationships. We are dedicated to providing our clients with professional, personalized services, in a wide range of financial and business needs. Our mission is to help clients maintain ... Read more financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, through research and sound analysis. Accounting and tax is dedicated to meeting these goals with high standards of excellence and professionalism.

    • Suite CA 6-10, Noosa Civic Commercial, 28 Eenie Creek Road, Noosaville, QLD 4566

    Austwide Insurance Brokers is owned and managed by Sarah Fisher who had purchased the General Insurance portfolio that she had been working on for several years. The brokerage operated as Ausure Noosa until 2014; then expanding the scope and branding of the business to become Austwide Insurance Brokers. Austwide Insurance Brokers has its head office in Noosa on Queensland’s Sunshine Coast. Austwide Insurance Brokers are part of one of the fastest growing insurance brokerage firms in NSW, Ausure ... Read more Insurance Brokers, who are a privately held organisation of motivated, creative insurance experts who collectively have expertise in almost every area of business and personal insurance. Hours Of Operation: Monday to Friday at 9 am to 5 pm Service Area: Sunshine Coast, Brisbane, Gold Coast, South East Queensland and all of Australia.

    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.

    Gillett & Associates is a locally owned and operated accounting firm specialising in Small Business Taxation and Self-Managed Super Funds. Our focus is on tailoring services to meet our individual clients needs to achieve both business and life goals. Through developing our clients business skills and tax knowledge we encourage them to become more involved in their financial affairs and not just their day to day operations. We see ourselves as not only business advisors but educators. Our team ... Read more enjoys developing business relationships with our clients so that we can work together to better understand their business and where they see themselves in the future. At Gillett & Associates we are a small but dedicated team, we take pride in making sure each client is achieving the best result for them by delivering a personalised service.

    "At Safeguard Life, we are Personal Insurance Advisers who specialise in Key Person insurance Advice. We are proud to say we are not investment advisers, accountants, or superannuation consultants. We are specialists, and we stick to what we do best; providing personal insurance advice for small to medium-sized business owners. Advice is the hallmark of what we do, so taking the time to get to know you and your needs is paramount to our process. Don’t expect a transactional service, our process ... Read more is high touch and involves strong professional Key Person guidance from initial advice through to claim. As we operate in a broking capacity, when you request cover from us, you receive a no-obligation, easy to understand comparison of protection policies. We take the time to understand your needs and compare policies from Australia’s leading providers – without the restrictions of being owned or aligned to one provider. Some of our insurance advice services include: - key man insurance - ...

    Financial Advisers Australia (FAA) is a customer focused services provider. We strive on providing viable advice for everyone as we believe everyone can benefit from using a professional consultant to assist in managing their finances and ultimately their wealth creation. We have offices in various locations throughout Australia with our Head Office situated in Maroochydore on Queensland's Sunshine Coast. Our Tax accountants evaluate your current situation and our Financial Advisers can assist ... Read more in maximising your future opportunities through tax minimisation strategies and are flexible to you or your business’s needs. In the ever-changing economic climate, we can enhance your business performance and increase your profits by: • designing appropriate structures (start-ups and restructures) • evaluating the impact of business strategies on cashflow, profitability and security • offering expert advice on buying and selling businesses • ...

    General Insurance Brokers, for all your General Insurance requirements. Businesses, Commercial, Industrial, Retail Manufacturing, Importing, Wholesale, Professional Indemnity, Management Liability, Commercial Motor Vehicle, Marine, Combined Liability Public and Products , Commercial Strata and Domestic Strata. Professional Indemnity Insurance for Accountants and Finance / Mortgage Brokers. We are not limited to just these classes of insurance - So please give as a call As a Broker we ... Read more deal with most of the General Insurance Companies which allows us to obtain terms that suite your needs at a reasonable price. As a Steadfast broker we also have access to our wordings which are not available to another broker who falls outside Steadfast - not members In the event of a loss-claim , we will handle this on your behalf with your insurance company to make sure you obtain the best outcome that we can. Endeavour is an Australian Family owned Insurance Broker and has been ...

    Precision Wealth Advisers specialise in comprehensive financial advice that is tailored to your needs. Our aim is to provide a high level of personal wealth advice which places our clients' interests first. Our services include: - Wealth Creation - Superannuation / SMSF / Wrap - Personal Insurance - Tax Effective Strategies - Debt Management - Business Owner Advice - Redundancy Advice - Retirement Advice - Estate Planning

    Edge7 Financial Planning specialise in providing independent and unbiased advice. We provide tailored financial advice focusing on real strategies designed to benefit our clients. Our goal is to grow wealth along the journey for our clients so that they can retire earlier and with more income in retirement. This allows our clients to enjoy more time doing the activities they want to do. We work with our clients to understand their goals and dreams and then provide our financial planning and ... Read more investment expertise to help you achieve those financial goals so you can live out your dreams. Edge7 Financial is backed by a team of 12 people. These 12 people operate in teams including our research team, strategy team, administration team, paraplanning team, compliance team and implementation team.

    Tax time doesn’t have to be time consuming or a headache. With combined experience of over 20 years in the industry you know your getting the most out of your tax return. Understanding what is and isn’t deductible at tax time can bring up more questions than answers. Thats why we’re here to answer questions whenever you need us.​ Oceana Accounting offer superannuation and investment advice through our brand Core Wealth Advisory. We can grow your personal investments, superannuation ... Read more portfolio and even set up and manage a Self Managed Super Fund (SMSF).

    Whether you need a personal loan, vehicle or equipment finance, a home or commercial loan, insurance to protect you or your home and car, merging your super or even the purchase of an investment property – We have the solution for you. Plus so many more!!!!

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