Our philosophy is simple we exist to help our clients build a better future. What this means for each client will be different, and therefore the way we help our clients will vary. About Excel Financial Advisors Excel Financial Advisors is a small multi-disciplined regional accounting and advisory firm located in the Port Stephens / Hunter Valley area of NSW. Our client base consists of small businesses, self-funded retirees and individual clients. We assist our clients with their business... Read more

Owning your own home is one of the biggest dreams we all share and as an experienced mortgage broker, Josh loves helping people to achieve this dream. Being a local in the Newcastle & Greater Hunter region for most of his professional life after leaving the Defence Force, Josh has a strong connection and understanding of the local community. His qualifications include a Certificate IV in Mortgage Broking, a Diploma in Financial Planning, a Masters in Business Administration, and loads of qualifications... Read more

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 32 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

At Timewise Financial Solutions we know just how difficult it is to juggle the demands of running a successful business. ​ Luckily, we love nothing more than to dive into a mountain of disorganised paperwork and emerge clutching elegant new databases, reconciled bank accounts, and neatly printed reports. We live for the orderly, the precise, and the organised: the ready to be filed away. ​ Our team can save you time and money by getting your books in order, leaving you more time to deliver value... Read more

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

Abacus Business Advisors are Accounting specialists. We work with busy practice owners, like you, to explore business potential and redeploy your time where it is most valuable (and enjoyable). Explore your business potential, as our experts evaluate your business from all angles, in both financial and non-financial terms. We look at your competitors, industry trends and benchmarks as well as staff, structure and client portfolio. We develop practical recommendations for focusing your time,... Read more

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

An independent service provider established in 1988. We provide accounting and taxation services to small business as well as to individuals for their personal taxation returns.We always go through a process with our clients before setting up a business in an entity especially suited for the client and their circumstances. Self Managed Super Funds( SMSF) are also a service we provide advice on and provide accounting , taxation service and compliance services. We can set up SMSF only after assessing... Read more

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

Bounce offers a full range of high-quality bookkeeping services to suit your business' particular needs. No job is too hard with Bounce Bookkeeping. Bookkeeping, payroll, business activity statements, new business bookkeeping setup, support, and training, we can do it all. Confused by BAS, GST, PAYG W/H, PAYG I, FBT, FTC, WET, and ATO? We can help here too because we're accountants and not someone posing as a bookkeeper. Say hello to Bounce Bookkeeping and rest assured your numbers add up. You... Read more

BRUTAL HONESTY. RADICAL TRANSPARENCY. FAMILY OWNED. CLIENT FOCUSED. At Newcastle Advisors, we approach things a little differently. If you're looking for someone to sell you a product or tell you everything will be ok (even if it's not...) we're probably not the right team for you. We're dedicated to helping you build, protect and preserve your wealth through comprehensive, holistic financial planning and investment management. Whether you're a young professional just getting started,... Read more

At Account Aspects we empower business owners with accurate bookkeeping to create opportunities, make decisions and grow their business. We provide Bookkeeping services using Xero from supporting our clients to a complete service including payroll, management reporting and BAS. Read more

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 WHS... Read more

Instant Tax Refunds are our specialty. Tax Today, Australia's leading Tax Agents that provide Instant Tax Refunds, have offices in Sydney, Melbourne and Brisbane. You can even do the tax return online. We are now regarded as Australia's best Tax Agents offering instant Tax Refunds. Unlike some of our competitors, we are also 100% Australian Owned and Operated. We now offer our famous, "Same Day Tax Refund" in 3 States. We can also offer a Super Fast Refund for people who can't make it... Read more

For the last 30 years, Nationwide Super has looked after millions of people who work in and run small businesses right around Australia. Nationwide Super is a member-based, multi-industry superannuation fund which offers low fees, competitive product features and personalised service, tailored to members and supporting employers’ needs. The focus is not on generating profits for shareholders – but to return benefits to members. We have an experienced team of professionals who run operations... Read more

We offer an experienced team of tax preparers and specialised tax agents that can prepare your tax return for a maximum tax refund. TaxTips have provided instant tax refunds since 1991. That’s instant cash within the hour and no usual two week waiting period. That means you don’t wait two weeks, you get your tax return today! Read more

General bookkeeping, Registered BAS agent, end to end Payroll for small to medium businesses, conversion to Xero plus setup and training, XERO certified advisor. We are happy to tailor our services to your needs and budget. With cloud based accounting/payroll package we can offer services australia wide. Read more

MYOB & Quicken accounting, assistance and training services. Read more

We are a specialist firm advising small businesses and family groups in Newcastle and the Hunter Valley. Our aim is to partner with our clients to deliver strategic financial solutions. A friendly team delivering personal service as your trusted advisers. Read more

Providing expertise to small and medium business owners around tax and business advisory services. We work with clients who want more than just a once a year relationship. As part of our initial meeting, we do a free and confidential detailed review to map out your current structure and previous tax results. From there we make recommendations on how it would look to work with us. Read more

BDSA Quantity Surveyors Providing Service to Accountants, Tax Agents, Property Managers. We specialise in depreciation schedule for investment properties. Read more