2391 Invest found in Edgecliff NSW

“I have been talking with Emma and she has provided me with excellent service in advising the best in...”

Kalkine

Level 13,, 167 Macquarie St, Sydney, NSW, 2000

Closed until Monday

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) 9966 0505

Leapfrog Women & Money is focused on providing the women of Australia access to financial advice, knowledge and education to ensure they are positioned to make confident, informed and intentional decisions about their financial future. Leapfrog Women & Money has been designed to make financial advice accessible with a team of dedicated financial professionals working to provide support to the members. Leapfrog Women & Money offers a unique ability for its members to access financial advice and education in a low cost membership environment, delivering on our key goal of making financial advice accessible and approachable to the women of Australia. Read more

Leapfrog Women & Money

Suite 6 Level 1, 136 Willoughby Rd, Crows Nest, NSW, 2065

Deals available

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Investing

New

1300 009 401

Paradise Financial is a bespoke financial planning firm located in Sydney, NSW and on the Gold Coast, Queensland. Our flagship services include Managed Superannuation, Insurance and Investments. Creating your ideal retirement is our mission and we do this via our superannuation and financial planning services. Saving for your retirement via superannuation is paramount to your financial plan and the key to our service offering at Paradise. Included with superannuation in your financial plan are insurance and investment strategies. This ensures that your short and long term financial goals are reached while protecting your wealth. Read more

Paradise Financial Group

87 Liverpool St, Sydney, NSW, 2000

Closed until Monday

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) 8014 5889

Mirador Wealth Management is a privately owned financial advisory firm located in bustling North Sydney. Being privately owned means we can do what we do best: help people, just like you! We love partnering with people to help them achieve financial success and work with individuals, families and business owners. Now we look forward to seeing how we can help you over the years ahead. www.miradorwealth.com.au Read more

Mirador Wealth Management

11, 65 York St, Sydney, NSW, 2000

Closed until Monday

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 650 432

At Count we believe accounting firms are uniquely placed to provide financial advice because of the trusted relationship they have with their clients. For 35 years we?ve been supporting accounting firms to integrate financial advice services for the first time, helping them to build on their success and offer clients more than the traditional accounting services. BUILD ON YOUR SUCCESS WITH COUNT Success means different things to different people. It can mean more satisfied clients, a more valuable business or a sustainable business model. If you are an accountant who wants to guide your clients on setting up SMSFs or integrate broader financial solutions into your business, we can help you make it work. Talk to us today to gain deeper insights into whether advice is right for your business and how we can help you to build on your success. For general queries please call 1300 732 266 or email [email protected] Read more

Count Financial Pty Ltd

Level 3e, 11 Harbour St, Sydney, NSW, 2000

Closed until Monday

Mon

8:30 am - 6:00 pm

Tue

8:30 am - 6:00 pm

Wed

8:30 am - 6:00 pm

Thu

8:30 am - 6:00 pm

Fri

8:30 am - 6:00 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New

1300 365 731

Members Alliance NSW is a leading financial services business focusing on Debt Conversion, Debt Reduction, Tax Effectiveness, Risk Management, Financial Planning and Wealth Creation. Members Alliance specialise in providing proven financial programs that work for clients on a personal basis by identifying and agreeing goals for wealth creation to achieve financial freedom. Members Alliance is a 100% Australian owned and operated company which was established in Perth in 2005. The ongoing growth has seen Members Alliance expand to now having offices in New South Wales, Western Australia and Queensland, with offices opening in Victoria in 2012. Read more

Members Alliance NSW

Level 2, 55 Hunter St, Sydney, NSW, 2000

Deals available

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Investing

New

(02) 9437 4372

Our business provides firstly specialise in providing Insurance solutions for Medical Professionals. Additionally, we provide financial wellness to families and senior Australians as they require Aged Care services and solutions. Salus was the Ancient Goddess of Well-being, Safety and Prosperity. These guiding principles ensures we look after the financial needs of our clients for today, tomorrow and along the way. Read more

Salus Financial Group Pty Ltd

1 Albany St, St Leonards, NSW, 2065

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

9:00 am - 5:00 pm

Deals available

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Investing

New

(02) 8051 3180

A Leading Wealth Management Company providing our clients with a comprehensive range of financial services. We believe in a holistic view of financial planning and strive to better our clients future, free from worry and financial stress. The Finmark Financial team are talented and experienced financial professionals, motivated to marketing financial planning and wealth management strategies and products that are centred around assisting our clients achieving their financial goals and objectives. Read more

Finmark Private Wealth Pty Limited

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

Open today

Mon

8:00 am - 9:00 pm

Tue

8:00 am - 9:00 pm

Wed

8:00 am - 9:00 pm

Thu

8:00 am - 9:00 pm

Fri

8:00 am - 5:00 pm

Sat

10:00 am - 5:00 pm

Sun

Closed

Deals available

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Investing

New

(02) 8294 2650

Bridge Legal is a well-known firm that has qualified and reliable SMSF conveyancer working for it. These professionals can help you manage your finances better so that you can you can live comfortably after you retire. Whether you want a corporate or even individual group of trustees, this firm offers efficient services to start your own SMSF. From property purchase to any other type of investments the professionals of this firm can offer you with sound advice. Read more

Bridge Legal

L 12, 56 Berry St, North Sydney, NSW, 2060

Deals available

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Investing

New

(02) 8252 6822

Absolute Return Trading Pty Ltd (ART) is a 100% Australian owned, private company. ART (founded by Richard Wardlaw) operates as a Corporate Authorised Representative of HLK Group Pty Ltd. ART runs Managed Discretionary Accounts (MDAs) on behalf of their clients. A MDA is essentially where you give authority for a professional trader to trade on your behalf, whilst you remain the beneficial holder of all positions. ART currently operates 4 MDAs; 1. ART Core Portfolio (long/short ASX using CFDs) 2. ART Mechanical FX MDA 3. ART Mechanical GOLD MDA 4. ART US Equity MDA All 4 MDAs focus heavily on risk management and position sizing strategies. Risk management means cutting losses early and having the patience to allow winners to run. Position sizing means not taking on too large a position which has the potential to severely hamper performance of the portfolio. At the same time the position should not be too small where a winning trade won?t add the required % return to performance. As the portfolio grows then position size grows. MDAs are a great product as they are fully transparent meaning that our clients at any time can check the balance of their account and the performance of individual positions they holds. ART, an initiative of Richard Wardlaw, only employs absolute return strategies meaning that we attempt to profit regardless of the performance of the underlying market we are trading. So if the ASX was to enter a bear phase, we?d still expect to make positive monthly returns for your account. Read more

Absolute Return Trading

10 Bridge St, North Sydney, NSW, 2060

Open today

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

9:00 am - 6:00 pm

Sun

Closed

Deals available

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Investing

New

1300 667 728

Seed Capital Pty Ltd is a leading boutique in the field of small business funding based in Sydney, Australia. The company funds many worthwhile ventures for both big and small businesses of all sectors. We fund positive cashflow businesses, businesses with a unique point of difference, management experience, eftpos sales for small business, rights Issues for public companies both for ASX listed and unlisted entities and mergers and acquisitions. Read more

Seed Capital Pty Ltd

Level 8 140 Arthur St, North Sydney, NSW, 2060

Deals available

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Investing

New

(02) 8622 2289