168 Invest found in Mayfield NSW

Robards Wealth Management Pty Ltd

2 Churnwood Dr, Fletcher, NSW, 2287

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

4 Reviews

(02) 4023 7300

The Investment Shop is a local Charlestown based company specialising in Retirement Planning, Investment, and Personal Insurance. With over 50 years of combined experience who better to trust than Mark Pauling and his team. Feel free to contact our office at any time to book an appointment and discuss your financial circumstances. Read more

The Investment Shop

2 /, 216 Pacific Hwy, Charlestown, NSW, 2290

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

“So much professional help under one roof. ...”

sponsored listing

Accountants

New

Summit Financial Advisors

Suite 1, 20 Smart St, Charlestown, NSW, 2290

Deals available

Be the first to review this business - Write a review

sponsored listing

Insurance

New

Bush Geoff Assurances Group Pty Ltd

20 Blue Gum Rd, Jesmond, NSW, 2299

Deals available

Be the first to review this business - Write a review

sponsored listing

Accountants

New

Lifespan Financial Planning

17 Marianne St, Cardiff, NSW, 2285

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

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...”

sponsored listing

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

Be the first to review this business - Write a review

sponsored listing

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

Be the first to review this business - Write a review

sponsored listing

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

Be the first to review this business - Write a review

sponsored listing

Investing

New

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

Be the first to review this business - Write a review

sponsored listing

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

Be the first to review this business - Write a review

sponsored listing

Investing

New

0411 289 749