1942 Invest found in Hurlstone Park NSW

(02) 8075 4566

We are a boutique wealth management firm, located in Sydney. Our expert financial advisors provide strategic financial planning advice as well as investment advice, based on independent thinking. Our financial planners provide advice that is tailored to the individual, covering aspects such as investment selection, asset allocation, self managed super funds (SMSF), insurance and estate planning, delivered in a family office format. To us a financial plan is the roadmap for your wealth. We help successful individuals manage their wealth, using only the best products, services and investments available in the market today. We call it quality advice based on independent thinking. Read more

Joshua Stega, Financial Adviser, Sydney JAS Wealth

Gateway Building 36, 1 Macquarie Pl, Sydney, NSW, 2000

Currently open

Mon

8:00 am - 5:00 pm

Tue

8:00 am - 5:00 pm

Wed

8:00 am - 5:00 pm

Thu

8:00 am - 5:00 pm

Fri

8:00 am - 5:00 pm

Sat

Closed

Sun

Closed

Deals available

“Initially, choosing a financial advisor made me nervous, but the second I met with Joshua, I knew I'...”

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Investing

New

(02) 9327 4338

Delta Financial Group is the Best Financial Advisor and Planner in Sydney, NSW that helps you to make smart financial decisions to secure your financial future with the lifestyle and living standards you desire. We are a team of expert financial advisors and planners that help you to identify and prioritize your financial goals and understand the steps to make your vision into a reality. Read more

Delta Financial Group

Level 11, 22 Market St, Sydney, NSW, 2000

Currently open

Mon

8:30 am - 6:30 pm

Tue

8:30 am - 6:30 pm

Wed

8:30 am - 6:30 pm

Thu

8:30 am - 6:30 pm

Fri

8:30 am - 6:30 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New

(02) 9293 2929

Property Finance Invest are an innovative financial services business that embraces technology to maximise results. We help set you on the right path towards your financial goals. Doesn?t matter how big or small your personal and financial goals, Property Finance Invest understands them. We pride ourselves on providing expert advice to keep you on track, so you can have peace of mind. Property Finance Invest are constantly striving to find new and better choices for our clients, across all areas of financial service including superannuation, property investment, self managed super funds and property, retirement strategy, financial advice. Read more

Property Finance Invest

Chifley Tower L 29, 2 Chifley Sq, Sydney, NSW, 2000

Currently open

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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Banks

New

Macquarie Wealth Management

1 Shelley St, Sydney, NSW, 2000

Deals available

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Investing

New

Cfv Services

45/680 Level George St, Sydney, NSW, 2000

Currently open

Mon

9:00 am - 6:00 pm

Tue

9:00 am - 6:00 pm

Wed

12:00 am - 6:00 pm

Thu

9:00 am - 6:00 pm

Fri

9:00 am - 6:00 pm

Sat

9:00 am - 2:00 pm

Sun

Closed

Deals available

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Investing

New

(02) 9251 5045

Announcer Financial Planning is a part of Announcer Group which provides all of the financial solutions a client will require or encounter throughout the course of their lives. Since 1996 our advisers have been providing the most comprehensive and complete approach by assessing all facets of our clients financial requirements and present them with an array of integrated holistic solutions to benefit them and help them meet their financial goals more efficiently! Announcer's Financial Advisers provide professional, sound and valuable advice and expertise to help you improve your financial position. One of Announcer's objectives is to provide a streamlined approach to all of the financial solutions a client may require or encounter throughout the course of their life. * Financial Planning * Risk Management * Retirement Planning * Superannuation Planning * Children Planning * Managed Funds * Stockbroking * Estate Planning * Mortgages * Tax Advice * Property Investment & Management * Document Safe Custody. Offering these opportunities and the availability of additional advice from our other in house specialists as required, is what sets Announcer apart from its competitors in the industry. We are privately owned and not aligned with any financial institution. Our advisers are fully accredited and always strive to provide their clients with tailored solutions and strategies as individual as they are. We pride ourselves on excellent service, and even have a Creche facility to look after the kids while you focus entirely on your financial affairs. If you find it difficult to come in normal office hours, we are happy to make an appointment time that suits your needs, after hours or on a weekend. So to receive a full appraisal of your situation and to arrange a complimentary meeting with one of our fully accredited financial advisers please contact us today! Read more

Announcer Financial Planning

Level 14, 210 George St, Sydney, NSW, 2000

Currently open

Mon

8:00 am - 6:00 pm

Tue

8:00 am - 6:00 pm

Wed

8:00 am - 6:00 pm

Thu

8:00 am - 6:00 pm

Fri

8:00 am - 6:00 pm

Sat

8:00 am - 2:30 pm

Sun

Closed

Deals available

“Helped me greatly in setting up SMSF! Highly recommended financial planner....”

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Investing

New

(02) 8238 0888

Uncompromised advice Because we're privately owned financial planners, we're not tied to any financial "products". We reject commissions. Charging a flat fee for our expertise means our advice is never compromised. Big picture analysis Being unbound from commissions means we're always able to recommend the best products. But more than that it's about staying independent of "products" altogether. With our independent mindset we can step back far enough to look at the whole picture - your life and how you want to live it. Only when we understand that do we get into the detail of how we create the perfect financial future for you. Guaranteed value We're so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee. Call us for a free strategy session 02 8238 0888. We are members of the Association of Independently Owned Financial Professionals and hold an Australian Financial Services Licence (AFSL 334400). Read more

Financial Spectrum

99 Beattie St, Balmain, NSW, 2041

Currently open

Mon

8:00 am - 6:00 pm

Tue

8:00 am - 6:00 pm

Wed

8:00 am - 6:00 pm

Thu

8:00 am - 6:00 pm

Fri

8:00 am - 6:00 pm

Sat

Closed

Sun

Closed

Deals available

“Very happy with our financial planner. We have received some great advice which has saved us a lot ...”

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Investing

New

(02) 8238 0888

“I've been very happy with my financial planner at Financial Spectrum. Highly recommended!...”

Financial Spectrum

13, 447 Kent St, Sydney, NSW, 2000

Currently open

Mon

8:00 am - 6:00 pm

Tue

8:00 am - 6:00 pm

Wed

8:00 am - 6:00 pm

Thu

8:00 am - 6:00 pm

Fri

8:00 am - 6:00 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New

1300 651 317

Global Merces provides access to managed currency investments targeting non-market correlated returns with stringent levels of risk management and compliance. At Global Merces we believe that investors deserve an alternative for their portfolios. Read more

Global Merces Group

Suite 1308, 109 Pitt St, Sydney, NSW, 2000

Currently open

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

9:00 am - 5:00 pm

Deals available

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Investing

New

1800 631 175

Creating a plan with a professional Now & Tomorrow advisor will help you to clearly know where you want to go and how youâ??re going to get there. Call us today on 1800 631 175

Now and Tomorrow Pty Ltd

Now and Tomorrow Pty Ltd, 410 Suite 336, Elizabeth St Ally, Surry Hills, NSW, 2010

Currently open

Mon

9:00 am - 6:00 pm

Tue

9:00 am - 6:00 pm

Wed

9:00 am - 6:00 pm

Thu

9:00 am - 6:00 pm

Fri

9:00 am - 6:00 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New

(02) 9098 4461

Selling shares online? Our online share sale process allows you to sell your shares at the best market price and only takes minutes. The proceeds are deposited straight into your bank account with 2-3 business days.

Sell My Shares Sydney

Level 33, 264 George St, Sydney, NSW, 2000

Currently open

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 319 809