We are a Parramatta based financial planning practice, specialising in retirement planning, superannuation and investment advice. We deliver a high service standard no matter what. Whether you want to start preparing for retirement or have already done so we can help you implement a personalised financial roadmap. We offer tailored solutions for the following: Retirement planning Superannuation Investments Redundancy Centrelink Tax minimisation Age Care Estate Planning WHY... Read more

We are a professional Financial Planning firm with an abundance of knowledge that will provide you and your family the guidance, empathy and confidence with effective solutions to meet your changing needs over time. We have specialists in Aged Care, Superannuation investments, Insurance, Retirement planning, and Home loans. Read more

Sort My Debt is a debt solution service provider. The service analyses a client’s finances, from income to debts, assets and finally their expenses. Then various options are reviewed and consulted with the client on what best option may suit their situation to reduce debt fast, these options can range from Informal debt agreements to formal debt agreements to other bankruptcy options or budgeting. Once this information has been collated, Sort My Debt then provides services for the debtor to consider... Read more

Life Strategies Accounting Services offers a Self Managed Super Fund administration service, as well as advice on tax matters. Life Strategies Accounting Services is a tax agent and can prepare and lodge tax returns for all entities including individuals, companies, partnerships, trusts and self managed super funds. Read more

Curo Financial Services provides personal, tailored advice to indviduals, business owners, familes, doctors, surgeons, dentists, lawyers and many others. Curo Financial Services offers an end to end claims management service, specialising in complex TPD Claims (Total and Permanent Disability Insurance). In addition to this, Curo provides advice relating to Life Insurance, Income Protection and Trauma Insurance. Read more

I have been working as a Financial Planner since 2002, and my association as a self-employed business owner and Authorised Representative of Infocus Money Management originated in July 2008. With a background in the banking and finance industry, I have worked with some of the biggest and most established financial institutions in Australia, including Merrill Lynch, UBS, Macquarie Bank and NAB. My commitment to quality financial advice goes beyond dollars and cents. My structured and disciplined... Read more

COCO is conveniently located in Shellharbour City Centre, directly opposite Stockland Shellharbour. COCO get excited about money matters and believe everyone can achieve financial freedom to enjoy the lifestyle they want. Read more

Concurrence Financial Planning: Your Trusted Financial Advisor in Sydney In the dynamic financial landscape of Sydney, achieving your financial aspirations requires a trusted partner who understands your unique needs and goals. At Concurrence Financial Planning, we're dedicated to providing personalized financial advice and strategic planning that empowers you to make informed decisions and build a secure financial future. Tired of spreadsheets and jargon-filled financial advice? At Concurrence... Read more

Australian Lending Centre is a leading provider of bad credit loans and consolidation loans Australia wide. We strive to assist people who have multiple credit cards and personal loans. Many times the payments on your interest make it hard to pay off your debt. If you are struggling to pay off your debt consider our available loan options. With a wide range of financial services we can offer a product that will truly match your needs. Australian Lending Centre makes finding the perfect loan option... Read more

We provide simple and professional financial planning and advice to individuals and small business owners. Our services include superannuation and SMSF advice, retirement planning, investment property advice, guidance on personal insurances including Life, Income Protection, Critical illness and tax planning. We also provide Aged Care advice. We work out of two offices but are happy to do out of hour appointments as well. The business is individually owned and is Licensed with Lifespan (AFSL)... Read more

Expert advice providing flexible debt structures that facilitate asset protection and taxation strategies. Home Loans, Investment Loans, Self-Managed Superfund Loans and Commercial Lending. Winners Best Small Brokerage in NSW 3 years running 2017, 2018, 2019 (CEA Awards). Proud to be a Corporate Partners of The Fred Hollows Organisation, Specialist in helping Medical practitioners and doctors who understand the need for specialist advice. Read more

List of Services, include: Accounts and Tax Returns BAS and IAS returns Bookkeeping Budgeting Business Planning Business Start Up Cloud Accounting Debtor Management Financial Planning Management Report Payroll Administration Rental Properties Risk Management Self-Managed Super Funds Structuring Tax Planning Read more