320 Invest found in Lugarno NSW

(02) 9570 4400

David Kutcher Financial Planning Pty Ltd. offers smart financial planning to meet your financial objectives, such as wealth creation, retirement planning, or other financial planning goals.

David Kutcher Financial Planning

33A Penshurst St, Penshurst, NSW, 2222

Open today

Mon

9:00 am - 5:30 pm

Tue

9:00 am - 5:30 pm

Wed

9:00 am - 5:30 pm

Thu

9:00 am - 5:30 pm

Fri

9:00 am - 5:30 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New

1300 123 145

We are a financial planning and mortgage broking business that specialises in helping self employed people build and protect their wealth in a tax effective manner. We are experts in identifying critical issues and finding solutions that are particularly relevant for business owners. We help our clients get in control of their personal finances, build and protect their wealth tax effectively, fund a great retirement and leave a legacy for their family. Our systems, processes and advice empowers and guides business owners to become financially successful and secure, so they can focus on their business and spend more time doing the things they love. Areas of Expertise: Personal Budgeting Cash Flow Modelling Wealth Accumulation Tax Planning Risk Management Retirement Planning Estate Planning We also provide Educational Workshops for corporate groups and charities so that they can educate their staff and clients. Check out our 6 Building Blocks to Financial Success for more information on our financial philosophy: http://bit.ly/6buildingblocksvideos Otherwise, please contact us on 1300 123 145 or [email protected]. Brat Invest Pty Ltd (ABN 14 164 048 766) trading as RELATE Financial Group is an Authorised Representative and Credit Representative of Charter Financial Planning Limited, Australian Financial Services Licensee and Credit Licensee. Read more

RELATE Financial Group

Unit 210, 29 Kiora Rd, Miranda, NSW, 2228

Open today

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 - 12:00 pm

Sun

Closed

Deals available

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Investing

New

(02) 9527 7707

Stirling Financial Consulting is a Consulting and Wealth Management firm located in Caringbah, south of Sydney. We donï¿½t consider ourselves like most financial planners. We're not driven by product or the quick sale. We want to truly understand our client's goals, aspirations and dreams. What motivates them, inspires them? What's their Legacy? We see our advice transcending financial decisions by helping clients be true to themselves and the goals they have set. Jarad Stirling is the Principal Financial Consultant, who before staring Stirling Financial Consulting in 2014, ran the financial planning arm of an Chartered Accounting firm in the St. George area. Jarad is a Certified Financial Planner with a Master of Applied Finance and holds the Specialist SMSF Adviser designation with the SMSF Association of Australia. Read more

Stirling Financial Consulting

77 Willarong Rd, Caringbah, NSW, 2229

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 205 292

We believe that each family in Australia deserves to be free from debt and have access to the knowledge and tools required to become financially independent. We analyse your current financial situation, develop a tailored financial plan, implement the plan and strategies and provide ongoing support and advice. We pride ourselves on providing innovative solutions and objective advice in light of changing economic and legislative times. Weï¿½ve identified three key business values which reflect how we view money and how we interact with our clients and partners: People before progress ï¿½ At IWM our priority is achieving our clients goals by providing sound advice. Our focus is on building trust with our clients and associated professionals. Excellence ï¿½ We donï¿½t settle for ï¿½decentï¿½ or ï¿½better than beforeï¿½. We seek excellence in determining complete holistic financial solutions for our clients. Excellence is rare to come by in this world and is the standard we measure ourselves against. Playing to our strengths - We deliver fantastic financial plans and achieve our clientï¿½s life goals. We partner with trusted professionals (i.e. Accountants, solicitors etc.) in order to provide holistic financial solutions for our clients. Read more

Innovative Wealth Management

2, 8-10 Revesby Pl, Revesby, NSW, 2212

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) 9548 3703

Our services include: Investment, Superannuation, Personal Insurance, Retirement and Estate Planning.

Surveyor Financial Services

Caldarra Court 14, 1008 Old Princes Hwy, Engadine, NSW, 2233

Deals available

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Investing

New

(02) 9011 7868

Thomas Advisory is a Sutherland Shire based Financial Planning practice which services clients all over Sydney. Thomas Advisory works hard to help you reach your individual goals and objectives in relation to wealth creation and your financial security through personalised financial planning. People seek advice because they dont have the time, knowledge or skills to manage their own finances. We are here to help you navigate through the obstacles and help you obtain peace of mind with your financial planning. Personal insurance is the foundation to every financial plan. Have you considered the implications if you were to lose your income because you were unable to work or if you or your spouse passed away what would be the implications. Take action today to ensure your families future is protected. Leverage our experience and knowledge to keep up with changes in laws and regulations about tax and superannuation, understanding markets and selecting the right investment opportunity to suit your needs. These days hard working Australian's don't have the time nor the inclination to stay up to date and on top of all these issues, but its something financial planners do every day. Read more

Thomas Advisory

Suite 1a, 555 The Kingsway Way, Miranda, NSW, 2228

Open today

Mon

9:00 am - 5:30 pm

Tue

9:00 am - 5:30 pm

Wed

9:00 am - 5:30 pm

Thu

9:00 am - 5:30 pm

Fri

9:00 am - 5:30 pm

Sat

9:00 am - 5:30 pm

Sun

9:00 am - 5:30 pm

Deals available

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New

1 Review

(02) 9522 2218

“Very attentive and responsive. The team from MPMFG were extremely helpful throughout the process of ...”

MPM Financial Group

S 17, 12 Murrumbidgee Ave, Sylvania Waters, NSW, 2224

Deals available

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Investing

New

0401 675 471

Mark Kelada & Associates Mark Kelada & Associates was first established in 1996, as a firm of Property Conveyancers, licensed by the Office of Fair Trading to act on Conveyancing matters for clients who wish to sell, purchase, finance or lease any property in the State of New South Wales. We are a new age firm of Certified Practising Conveyancers, totally structured to meet the Conveyancing requirements of new millenium clients who demand high levels of technological advancement, product knowledge, experience and specialisation to simplify the property Conveyancing process to such a degree that would keep our clients both well informed and with a peace of mind in being assured that their Conveyancing matter will progress smoothly and hassle free to its conclusion. As our principal, Mark Kelada, has over 40 years of Property Conveyancing experience, our clients are always relaxed and assured that they are in safe hands, during this important p eriod of their lives. By innovatively trimming our overheads, without any sacrifice to our impeccable Conveyancing service to our clients, we have managed to reduce our Conveyancing fees to a level that other Conveyancers and Solicitors find difficult to compete with. Read more

Mark Kelada & Associates Property Conveyancing

1, 166 queen St, St Marys, NSW, 2760

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

1800 500 994

With over 30 years of experience, SprintQuip is Australia?s leader in providing businesses with tailored solutions to effectively count, sort, store and recycle their cash. No other company in Australia can provide such a comprehensive range of cash handling solutions. SprintQuip offers the latest cash handling technology from the world?s leading brands, a team of industry specific consultants, and a nationwide, specialised service and support team, providing exceptional customer service and premium after-sale support. Cash handling automation not only saves time and resources, it also minimises the occurrence of discrepancies and shrinkage, while reducing your CIT and HR costs. Many years of service have earned SprintQuip a solid reputation based on trust, expertise and professionalism, resulting in a long list of success stories. SprintQuip - Australia?s leading cash handling solutions. Read more

Sprintquip Pty ltd

109B Vanessa St, Kingsgrove, NSW, 2208

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 811 028

Wholly owned by its founders, Jigsaw Financial Planning, based in the Sutherland Shire and Sydney CBD has no links or ties to any financial institution. This freedom from bias provides our clients with the greatest potential for financial success. Our core values are empathy, trust, integrity and professionalism. We know that we need to understand our clients and we appreciate the trust clients place in our firm. We must never compromise on acting for our clients and we must uphold the highest professional standards at all times. Your financial success & financial security and our business success are absolutely linked through every day of our ongoing relationship. Our clients are people who understand that money is a resource that needs to be used wisely. It is not something to be obsessed with or excited about, it is not to be gambled with or taken lightly. Our clients look to Jigsaw Financial Planning for prudent advice on money matters. Your Jigsaw Financial Planning Advisers are CFP Qualified and accredited specialists with the Self Managed Super Funds Professionals Association and hold Masters Qualifications in Financial Planning. The Jigsaw Financial Planning team based in Menai and Sydney CBD team can assist in all facets of your financial affairs including: Insurance Risk Management Retirement Planning SMSF Buy Sell Agreements Investment Management Superannuation Estate Planning Estate Administration and Management Tax Planning Portfolio administration and compliance Jigsaw Financial Planning is an Authorised Representative Number 402628 and Credit Representative Number 403200 of FYG Planners Pty Ltd AFSL/ACL 224543 Read more

Jigsaw Financial Planning

Menai Marketplace Shop 3 Level 1, 152-194 Allison Cres, Menai, NSW, 2234

Open today

Mon

9:00 am - 5:30 pm

Tue

9:00 am - 5:30 pm

Wed

9:00 am - 5:30 pm

Thu

9:00 am - 5:30 pm

Fri

9:00 am - 5:30 pm

Sat

9:00 am - 12:00 pm

Sun

9:00 am - 5:30 pm

Deals available

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Investing

New

1300 850 902

We are experts in all aspects of financial planning and advice in Perth. wysewealth offers tax planning, accounting, asset protection, superannuation, estate, retirement, With so much effort and attention directed at creating structure and accumulating wealth, protecting your position. Read more

Securitor Financial Group Ltd.

Level 17, 40 Mount St St, North Sydney, NSW, 2060

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) 8556 0065