185 Invest found in Kotara NSW

Bush Geoff Assurances Group Pty Ltd

20 Blue Gum Rd, Jesmond, NSW, 2299

Deals available

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Accountants

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Lifespan Financial Planning

17 Marianne St, Cardiff, NSW, 2285

Deals available

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1 Review

(02) 4032 7934

Elliot Watson is an award winning Certified Financial Planner (CFP) who has been providing advice to clients since 2007. Elliot loves his career path and couldnt imagine doing anything else. In 2016 Elliot started his own boutique business with the vision of providing personalised services to the Newcastle and Hunter communities. Elliot Watson Financial Planning Pty Ltd prides itself on strong relationships with its clients with a focus on open and honest communication. Elliot is able to provide advice on superannuation, wealth accumulation, personal insurance, borrowing to invest, retirement planning, SMSF, budgeting and cashflow, debt management, property strategies, estate planning, aged care. Read more

Elliot Watson Financial Planning

1, 19 Kenrick St, The Junction, NSW, 2291

Open today

Mon

8:30 am - 5:30 pm

Tue

8:30 am - 5:30 pm

Wed

8:30 am - 5:30 pm

Thu

8:30 am - 5:30 pm

Fri

8:30 am - 5:30 pm

Sat

Closed

Sun

Closed

Deals available

“Elliot has been my financial planner of choice for a number of years. Elliot has helped me enormousl...”

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Investing

New

1300 772 643

Established by Scott Malcolm; Money Mechanics is one of the leading financial planners and advisors in Newcastle, Australia. We aim to bring together technical financial expertise with a human touch to develop financial planning solutions resulting in achieving overall life goals. We are specialized financial planners in New Castle serving public and private sector customers in wealth creation, Salary sacrifice, cash flow planning, risk management, redundancy self-managed superannuation, public sector and industry-based superannuation planning to develop a plan towards achieving your personal financial freedom. We always try to ensure customers enjoy life while preparing for their future with a trusted financial advisor to major financial decisions. Apart from Financial Life Planning, Superannuation and wealth creation; our financial experts ensure to cover you with Insurance Protection plan, Retirement Plan and Asset Protection Plan to assured your family is protected completely. Call us on 1300 772 643 or visit website to know more about our financial planning services and approach to leave a happy and risk-free life. Read more

Money Mechanics

Suite 310, 17 Bolton St, Newcastle East, NSW, 2300

Open today

Mon

9:00 am - 5:00 pm

Tue

9:00 am - 5:00 pm

Wed

9:00 am - 5:00 pm

Thu

9:00 am - 5:00 pm

Fri

9:00 am - 5:00 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New

(02) 4929 2552

Crest Financial Services provides clients with all their needs in Financial Planning, Investment Advice, Wealth Protection, Estate Planning, Salary Packaging, Retirement Planning, Superannuation Advice, Budgeting and Saving and Debt Management. We pride ourselves on the delivery of friendly, professional and efficient services, offering specialised advice tailored to each client's individual circumstances in order to assist them to achieve their goals and objectives. Crest comprises three offices; Crest Newcastle, Crest East Maitland and Crest Nelson Bay. We have created a complete and significant financial services practice with the ability to deliver a wide range of services to clients throughout the Hunter, Newcastle, Port Stephens and the Central Coast. Financial Planning Services are provided by Crest Financial Services Pty Limited (Corporate Representative of Charter Financial Planning), and are compliant with the Australian Financial Services (AFS) License. Read more

Crest Financial Services Pty Ltd

116 Darby St, Newcastle, NSW, 2300

Open today

Mon

8:30 am - 5:30 pm

Tue

8:30 am - 5:30 pm

Wed

8:30 am - 5:30 pm

Thu

8:30 am - 5:30 pm

Fri

8:30 am - 5:30 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New

1300 346 837

Invest Blue has a strong team of Financial Planners as well as a dedicated Lending team to support those looking for home loans or investment mortgages. We offer tailored Financial Advice on Financial Planning, Wealth Creation, Wealth Management, Wealth Protection, Superannuation, Retirement Planning, Tax Strategies, Debt Management, Life Insurance, Income Protection, Investments, Lending, Budgeting and Money Management. We are here to empower you to live your best possible life. Read more

Invest Blue Newcastle

130 Tudor St, Hamilton, NSW, 2303

Open today

Mon

9:00 am - 5:00 pm

Tue

9:00 am - 5:00 pm

Wed

9:00 am - 5:00 pm

Thu

9:00 am - 5:00 pm

Fri

9:00 am - 5:00 pm

Sat

Closed

Sun

Closed

Deals available

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Ballinger's Financial Planning

Suite 1, 91 Frederick St, Merewether, NSW, 2291

Open today

Mon

9:00 am - 5:00 pm

Tue

9:00 am - 5:00 pm

Wed

9:00 am - 5:00 pm

Thu

9:00 am - 5:00 pm

Fri

9:00 am - 5:00 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New

(02) 4952 5500

Fiducian Financial Services is a professional financial planning organisation offering a full range of quality advice on financial products. The principal, Shane Pinkerton, is a fully accredited financial adviser with experience of over 15 years in the financial services industry. Shane specialises in wealth enhancement, superannuation, retirement planning, Centrelink advice, managed funds, gearing, debt and mortgage reduction and self managed superannuation funds. We have a 3 stage financial planning process. This involves an initial consultation, a presentation interview and an implementation interview. Stage 1 involves an initial free of obligation appointment to discuss your position and your goals and objectives. Prior to this appointment we send you some information about Fiducian and two questionnaires to gather information about you, your goals and objectives. This assists us in recommending the most appropriate investment strategy and products to achieve your objectives. At the appointment we run through different ideas to help decide what you will be comfortable with as an investment strategy allowing us to develop the direction of the plan for presentation. Stage 2 is a follow up appointment to run through your tailored investment strategy. During this appointment Shane explains the process Fiducian uses to achieve the desired outcomes of the investments placed and estimates items such as your tax position, cash-flow position, Centrelink benefits and fee structures to allow you to comfortably proceed with recommendations. This appointment allows the strategy to be fine tuned ensuring the full suitability of the advice and appropriateness to you and your individual situation. Following the 2nd appointment we construct a detailed statement of advice outlining the investment strategy and recommendations in writing for you to consider. Stage 3 is implementation of the investment strategy. This is where you sit back and we do all the work. Read more

Fiducian Financial Services

178 Brunker Rd, Adamstown, NSW, 2289

Open today

Mon

9:00 am - 5:00 pm

Tue

9:00 am - 5:00 pm

Wed

9:00 am - 5:00 pm

Thu

9:00 am - 5:00 pm

Fri

9:00 am - 5:00 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New

0411 289 749

App Financial 0411289749 A boutique financial planning practice providing clients tailored, professional financial advice across a variety of areas that enables you to establish, maintain and enjoy your financial potential, helping you make informed financial decisions and create long-term financial security for you and your family. We have clients across Australia, including Melbourne, Western Australia, Queensland and the Newcastle/Hunter Region with our head office location based in Broadmeadow, New South Wales. We offer financial advice in all areas of financial planning including: * Debt management and reduction * Budgeting * Financial hardship * Business advice * Mortgage reduction strategies * Salary sacrifice * Finding lost superannuation * Superannuation comparison and consolidation (including industry super funds) * SMSFs (including establishment, accounting and auditing) * Investment advice (including direct shares and index funds) * Strategic asset allocation * Comprehensive insurance comparison * Retirement planning and * Wills and estate planning App Financial can: * Work with you to set goals, give you direction and provide ongoing wealth coaching to hold you accountable to what you want to achieve. * Help you to reduce bad debt and control your cashflows. * Recommend investment strategies to help grow your wealth. * Advise on and organise personal insurance eg. income protection and life insurance. * Consolidate and advise on Superannuation including industry/retail or self managed super funds. * Help you to plan and transition to retirement including social security advice. * Inform you of your Estate Planning needs and how the correct structuring of your estate can save your beneficiaries tax. Read more

APP FINANCIAL

Level 1, 5 Brunker Rd, Broadmeadow, NSW, 2292

Open today

Mon

9:00 am - 5:00 pm

Tue

9:00 am - 5:00 pm

Wed

9:00 am - 5:00 pm

Thu

9:00 am - 5:00 pm

Fri

9:00 am - 5:00 pm

Sat

9:00 am - 5:00 pm

Sun

Closed

Deals available

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Investing

New

(02) 4941 6000

Whether it be saving for a first home, paying off your mortgage, protecting your family from the financial fallout from sickness and accidents, or planning for retirement, living wealth can help. We can assist with debt and mortgage management, personal insurance, investment strategies, savings plans, gearing, investment and funeral bonds, superannuation, income streams, Centrelink and ongoing review services. We can also take care of the preparation of financial plans, investment lodgements, insurance and lending applications with service providers and any follow-up to ensure smooth progress. So come and let us show you how to live life to the fullest with living wealth! Read more

Living Wealth Pty Ltd

Open Door Financial Centre, 2 Churnwood Dr, Fletcher, NSW, 2287

Open today

Mon

9:00 am - 5:00 pm

Tue

9:00 am - 5:00 pm

Wed

9:00 am - 5:00 pm

Thu

9:00 am - 5:00 pm

Fri

9:00 am - 5:00 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

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(02) 4927 0295

Ballinger's Financial Planning

1, 91 Frederick St, Merewether, NSW, 2291

Open today

Mon

9:00 am - 5:00 pm

Tue

9:00 am - 5:00 pm

Wed

9:00 am - 5:00 pm

Thu

9:00 am - 5:00 pm

Fri

9:00 am - 5:00 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New