84 Invest found in Warners Bay NSW

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. ...”

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Accountants

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Summit Financial Advisors

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

Deals available

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Insurance

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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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Accountants

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Hillier's Advisors

609 Pacific Hwy, Belmont, NSW, 2280

Deals available

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Mortgage Brokers

New

(02) 4905 0250

Grace Loans is accredited with over 30 banks and other lenders. Rather than just sticking with our favourites, we search for loans that are going to suit your needs and save you money. And it can make a big difference. Sometimes your situation will require a lender that understands your type of income and situation. While many might not be willing to give you a loan, others would be happy to you, because your situation fits their policy. That's part of our job, to match you with a suitable lender. For others, there's no problem in qualifying for a loan, but the question is, which one is going to have the features that you want and save you the most money. That isn't simple, as some loans have no added fees, but others that do have fees have a lower interest rate. And, while one might be the best in the early years of the loan, later on that will change. We can work that out for you, and recommend an appropriate loan for where you are right now. The first appointment is without charge or obligation, so give us a call today! Read more

Grace Loans

35 The Boulevarde St, Toronto, NSW, 2283

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

(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

(02) 4952 3988

Kelly's Commercial Finance has been established for over 20 years based in the Newcastle/Hunter region, arranging finance facilities for businesses and individuals for the purchase of business assets. Long standing relationships exist with a large cross section of business of all different sizes. One aspect we can attest to is in the diversity and mix of businesses we have associations with. We provide finance under these categories Business Finance, Equipment Equipment Finance, Personal Finance and Property Finance. Visit our website on www.kellyscommercial.com.au for more information Established clientele is our greatest source of business and positive referral from this source has allowed our business to survive and flourish. Our focus is to allow us to source the finance for your particular purchase, taking all facets of that need and to be always consistently competitive in obtaining whatÃ¢??s available in the marketplace. Although the word Ã¢??brokerÃ¢?? could be used to describe our service, we choose not to use this as we are not about obtaining a Ã¢??one offÃ¢?? financial arrangement for you, but to initially arrange such financing and then be in a position of a long term association to service your finance requirements. Service and ongoing financial discussions and input from us can be of benefit to a businessÃ¢??s ongoing needs. Read more

Kelly's Finance Group

82 Elder St, Lambton, NSW, 2299

Open today

Mon

8:30 am - 5:00 pm

Tue

8:30 am - 5:00 pm

Wed

8:30 am - 5:00 pm

Thu

8:30 am - 5:00 pm

Fri

8:30 am - 5:00 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New

(02) 4954 2048

City Finance Loans & Cash Solutions Maitland

30 Harrison St, Cardiff, NSW, 2285

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

1300 478 424

Shartru Wealth Management offers a quality financial services alternative through an integrated financial services platform. Our approach is designed to be informed and sensitive to the personal needs of our investors. Our experience in various markets means that we can provide you with timely and informed recommendations on: Superannuation and rollover advice Self Managed Super Funds set up and ongoing advice Retirement planning and income strategies Wealth accumulation and general investment strategies Salary packaging Managing redundancy Education funding strategies Read more

Shartru Wealth

14 Macquarie St, Belmont, NSW, 2280

Deals available

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Investing

New

0422 691 769

Sandringham Wealth

Level 1, Suite 5, 3 Hopetoun St, Charlestown, NSW, 2290

Deals available

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Investing

New

1800 066 577