Investment Advisors

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 ...

We specialise in Retirement Planning, Wealth Creation - Building towards a comfortable retirement Minimising Tax, Building Super, Succession Planning, Self Managed Super Funds, Investing, Transition to Retirement Strategies, Estate Planning, More Cash Flow You know, I often get asked what a typical Empty Nesters client looks like. Well the reality is, they look just like you… * You're a dedicated hard working business owner, tradie or miner fly in fly out and are looking for smarter ... Read more & faster ways to have more cash flow, more money for retirement and reduce your tax payments. You have a great business but you also know there is so much more potential. * You're a family oriented person who is struggling with the burdens of work and juggling the responsibilities of work and family. Some extra lifestyle/ME time wouldn't go astray either… * You’d like to improve your Wealth now and for Retirement, Profit & Cash Flow and you're concerned whether you will have enough money ...

My financial advice process is an opportunity for a detailed and comprehensive discussion about whats important to you and your family. Together let us work out your goals and whats important about money for you and your main priorities. From that, we can prioritize the most important goals and whats needed to achieve them. Using goals based framework to determine which goals to fund and how to fund them can lead to an increase in wealth. Our process is an opportunity for a detailed and ... Read more comprehensive discussion about what’s important to you. Your participation in a review will help to provide you expert assistance in line with our goal to seek continuous improvement for you across these six areas of Financial Planning advice. If there is an area of advice that we do not have an expertise in then we can provide an introduction to a suitably qualified professional. WE WILL HELP BRING ORDER TO YOUR FINANCIAL LIFE By assisting you in getting your financial house in ...

Koste Tax Depreciation Quantity Surveyors specialize in the preparation of Inspected Tax Depreciation Schedule for Residential, Commercial and Industrial clients nationally from just $495+GST. Our experienced Quantity Surveyors and Tax Registered Agents have a wealth of experience, having advised some of Australia’s leading property investment companies and superannuation funds. Our clients benefit from an ATO compliant Tax Depreciation Schedule and Report, which includes a full QS site Inspection ... Read more and report carried out by one of our Quantity Surveyors who will measure the building and identify all plant and equipment to maximize your returns.

“Property Investment Educators (PIE) are the experts in creating personalised Investment Packages, tailored to suit your individual needs and financial circumstances.” Our services are unique in the marketplace in that we provide many significant points of difference: In conjunction with LJ Hooker Projects Adelaide we offer a Buyer’s Advocate service; a free service that assists our clients to identify and purchase outstanding Property Investments. Extensive options To suit the needs ... Read more of a range of investors, we have access to hundreds of Investment Property options including Houses, Villas, Community Townhouses, Apartments and Dual Occupancy Developments.These options include; Newly Completed, Off-the-Plan and House & Land Packages and are typically delivered in a “Tenant Ready” state. Complete disclosure Gain a complete understanding of the ‘worst case’ running cost to you before you purchase. Leverage your time Options that suit your criteria presented to ...

Cooper Wealth Management is a self licensed financial planning firm, helping clients make the most of every opportunity, whatever stage of life they're in. We think your financial goals should reflect the way you want to live. We have a unique approach to wealth management. Before we make any recommendations about how to invest, or what to invest in, or what “product” or “platform” you should use, we take the time fist to understand what wealth truly means to you. What are your goals? ... Read more What’s important to you? Together with your financial adviser, that has the training and experience to help guide you, we’ll use research based tools and sound strategies to create a clear path to your financial goals.

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.

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, ...

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 ...

Corinne Gepp is a financial planner with a difference. She takes the time to listen and understand the issues of her clients and takes an open, honest and contemporary approach to your finances. Corinne will help you make smart choices with your money so you can have the highest chance of achieving your financial goals. Corinne’s services include financial planning, superannuation and retirement planning, risk protection, aged care, estate planning, general financial advice and much more. Based ... Read more in Fremantle, Corinne Gepp offers a tailored service to suit your individual financial needs. As a Professional Investment Services representative she can provide you with quality financial advice along with a wide choice of products and services that will best suit your situation. Being an financial adviser Corinne can prepare a strategy for your financial priorities and choose the best product to support the strategy. Corinne has always believed that knowledge, being prepared and ...

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.

More Than Numbers is a professional Accounting, Taxation and Financial Advice firm located on the NSW Central Coast. Whether you are an individual, existing or potential business owner, investor or retiree, we can help you with all your Accounting, Taxation and Financial Advice needs. Our accountants and advisors can assist your with a wide range of taxation and financial services including tax minimisation, asset protection, negative gearing, share and property investing, retirement planning, ... Read more insurance solutions and superannuation. We can provide you with either a complete solution that combines your businesses, taxation, insurance and personal superannuation needs or a specific solution to meet an individual problem you may have. Our approach is tailored to meet your needs rather than a one size fits all approach. We have been providing taxation services for more than 25 years so we understand the complex world of taxation. We are experienced with all taxation structures including ...

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.

Port Macquarie Hastings Tax and Accounting Pty Ltd is the perfect accounting firm if you are seeking a personalised and professional service for all your tax and accounting needs. We provide taxation and accounting services for individuals, companies, trusts and specialise in Self-Managed Superannuation Funds. We can also provide bookkeeping and BAS services, business consulting and complex tax advice. We also provide financial planning through Port Macquarie Hastings Financial Planning Pty ... Read more Ltd. This means you have access to quality financial advice tailored to your circumstances, goals and incorporating taxation advice that's relevant to you. Once we understand your needs we can provide an upfront quote for all your tax, accounting and financial planning services. Make sure your affairs are structured to give you the best possible after tax outcome you can achieve. Ring to make an appointment with our Principal, John Derks (CPA). Appointments can be in our office or at your ...

What makes TSI different to other Property Investment Companies? Put simply, we find out everything we can about you and what you are looking for in an investment property. Then we go and find that property for you. Every client is taken through a process called ‘The Formula’ before an investment opportunity is recommended. The Formula is our key to a happy and successful client and is a process of education and risk removal. The more you know the less likely you are to make an expensive ... Read more mistake. The more you remove risk the more likely you are to be successful. After we apply the formula to your personal circumstances we know what kind of property will work for you. We then present the details of that property to you along with all the supporting documents, research and cash flow figures and information you need to know and understand before you buy it. Our goal at The Successful Investor is to make property investing simple.

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 ...

Residential Home Loan, Mortgage advisory. Investment Home Loan - The Owner is a Multiple property investor, hence will definitely understand investors better. Prompt Service with Integrity

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 ...

Synergy Accountants are a leading business development practice based in Toowoomba, with clients primarily across Southern Queensland and throughout Australia. For business owners and professionals invested in growing their business and wealth, Synergy Accountants provide a results-driven service with a proven track record. We adopt a holistic approach to business strategies, working with clients throughout their life stages to achieve desired success. Synergy Accountants establish lasting relationships ... Read more with our clients through continual advice, feedback and support. Our diverse knowledge, experience and highly qualified team enable us to deliver results to clients of all sizes, across all industries. Compared to many accounting firms, Synergy Accountant's experience and extensive knowledge allow for a better understanding of the issues and opportunities facing clients. Unlike other accounting firms that can be outgrown, Synergy Accountants work with clients throughout their lifetime, ...

Financial Planning & Financial Advice.

Bluewater Financial Advisors Pty Ltd is a boutique financial advisory and accounting practice providing advice and tax assistance to a range of clients. We hold our own Australian Financial Services License issued by the Australian Securities & Investment Commission (ASIC).

• 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.

Award winning wealth management software that brings advisers, accountants and investors together. Class provides a single solution for management of SMSF and non-SMSF investment portfolios. Class Super is Australia’s leading cloud-based SMSF administration software. Class Portfolio is an award winning administration and reporting solution for non-SMSF portfolios. And now, with the Class mobile application, advisers, accountants and investors can access a shared 24/7 view of investment ... Read more data on phones and tablets - so everyone has the same, up to date and complete picture. Visit the Class to discover how Class enables all parties involved in the management of SMSFs and non-SMSF portfolios to work seamlessly together.

(+) Trusted by over 1,000 clients - We have regularly over 1,000 clients a year so we are confident of our experience in handling your needs. We are also wholly Australian owned and operated. (+) Flexible – Our services range from basic individual tax returns to complex entities’ preparation and bookkeeping and lodgement matters. (+) Easily contactable – We are highly responsive in terms of communication with our clients you can reach us via phone, email, and text our promise to you is ... Read more that we’ll get back to you within the same business day. (+) Keep you updated – We are prompt with reminders, notifications in order to inform you of the work process, due dates, and latest updates with the Australian Tax Office. Qualified staff – Our staff are highly trained and degree qualified. They are also vibrant and energetic so they will provide you with the highest level confidence and comfort in their professional services. (+) CPA Practice – Yes, we are Certified Practicing ...

Finance Broker with Australian Credit License , Well established Business offer assistance with Commercial Mortgage , Property Development Finance , Small business Loans , Plant and Equipment Loans , Residential Home .Loans Personal & Investment . Business Cash Flow products ie Factoring , Marine financing of Fishing Vessels & Licenses , Rural financing of Broadacre & Plant & Equipment . Restructure of existing Business Finance Facilities . Insurance Premium Funding . Contact Frank Genovese

At Commonwealth Financial Planning our aim is to work closely with our clients and engage them in the financial planning process. Our advice is tailored to our client's individual needs which leaves them feeling confident about their financial future. With a wealth of knowledge behind us we strive to offer outstanding service, exceptional value and a positive experience.

Interbiz Business Brokers specialise in the sale of all Businesses; Small, Medium and Large in the Brisbane and Gold Coast areas of South East Queensland. As well as being a fully Licenced Real Estate Agency, our highly trained team of accredited REIQ Brokers offer Buyers and Sellers our expertise in all aspects of Business and Commercial Sales. Interbiz Business Brokers - "Experience + Honesty + Integrity = Results

Global Finance offers customers a full range of financial services, including home loans, investments loans, leasing for all type of vehicles and plant and equipment. We also specialise in commercial finance including self managed super funds. We have been operating since 1999 and have over 30 years experience in all types of finance, and best of all our services to you are free of charge.

A one stop shop for all your accounting and financial planning needs.

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 ...

Financial Adviser and Planner with Morgans Financial based in Milton Queensland Specialising in Self Managed Super Funds, Superannuation and Investments, Retirement planning, and Aged Care at Morgans Financial Limited My objective is to deliver client driven, comprehensive financial advice in a quality conscious environment. I use proven financial strategies and investment knowledge to improve my clients’ lifestyles at all stages of life.

We are an experienced advisory firm small enough to be able to provide you with the highest level of personalised service and yet large enough to have the breadth and depth of skills and specialist networks to provide quality advice. Our client’s testimony to our long term relationship based approach, with many having grown with us many years. Our holistic approach to your financial objectives can only be achieved with the experience of specialists in Finance, Wealth Management & Business Advisory ... Read more Services. We believe that all people can and deserve to achieve their financial goals if they have the correct guidance, strategic advice, mentoring - and a little desire. One of the biggest barriers to being successful, that you and your family will face today, is if your Professional Advisers are not all working together towards your goals, with the same clarity and beliefs, and in unison. Your time is too short and valuable to be trying to co-ordinate your different Advisors such ...

Bailey Roberts Group is a fully accredited and licensed financial advice service. BRG holds an Australian Financial Services License (AFSL), which means we are not linked whatsoever to any financial institutions. That way our experienced financial advisors are always able to provide true advice that is in your best interests. Our charter is to provide cost effective solutions that enable investors to take control and manage their investments in a transparent manner. We have an expert in-house ... Read more IT team to develop our own innovative technologies that allow investors to invest directly into markets to achieve personalised portfolios that meet their particular requirements. Our services include: - Individually Managed Portfolio - Self-Managed Superannuation Funds - Business Sale & Succession Planning - Estate Planning - Retirement Planning Your First Appointment is Cost & Obligation FREE. The initial meeting with one of BRG experienced financial advisor is an opportunity to determine ...