533 Invest found in Rockdale NSW

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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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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New

(02) 8060 2175

Team Financial Advisers is a provider of 'holistic' financial planning advice. We like to look at the big picture and work with you to satisfy not only short term needs but to make workable plans for your long term financial success. If you are a young professional or a medical professional seeking financial advice we encourage you to see how we can help you and your family at any stage of your career. Our advice covers a large array of topics from the basics of budgeting through to more complex areas such as investment advice and wealth management. Along the way we may also discuss insurance, superannuation, estate planning, retirement planning and a host of other areas - we are here to help you build a financial plan that fits your own needs! Think of us as a specialist that can provide you with another opinion when you need it with important financial decisions. Read more

Team Financial Advisers

ACI Heritage 10, 849 South Dowling St, Waterloo, NSW, 2017

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Investing

New

(02) 8095 9251

Authorised to give advice on: Budget management to improve your control over different types of household expenses and accelerate your savings, or debt reduction. Self Managed Superannuation Funds (SMSF) Income protection insurance - either paid for from your income or your superannuation, with level premiums available to reduce long term costs and benefits payable to age 65, or even 70! Critical illness (Trauma) insurance to provide a lump sum on diagnosis of certain medical conditions, such as cancer, stroke and heart disease. Life and total, permanent disablement insurances, which can be increased to meet your long term needs and are normally paid for through your superannuation Cost effective superannuation Self Managed Superannuation Funds Transition to retirement strategies, to help you grow your superannuation quickly, yet draw from it when needed. Retirement planning. Managed funds Securites Read more

Golden Eggs Insurance

Shop 46 Shop 46, 23 Norton St, Leichhardt, NSW, 2040

Open today

Mon

10:00 am - 8:00 pm

Tue

10:00 am - 8:00 pm

Wed

10:00 am - 8:00 pm

Thu

10:00 am - 8:00 pm

Fri

10:00 am - 5:00 pm

Sat

10:00 am - 4:00 pm

Sun

Closed

Deals available

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New

It's About Super

Suite 1020, 308 Wattle St, Ultimo, NSW, 2007

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) 9736 2211

Helping you achieve your financial goals. Everyone is different when it comes to what's important . From relationships and family to career and security, there's no one size fits all for what really matters. That's why we work closely with you to understand what's important to you now, and for the future. We understand your finances play a key role in this, and we believe advice can make a difference in helping you achieve your goals. With our approach, we take your unique goals into consideration when building a financial plan. We'll show you a range of options and financial strategies and how they would impact your situation. We'll provide recommendations on ways you can improve your financial situation today and into the future also including all associated costs. Once your happy with your plan, we'll work with you to put it into place helping you achieve what really matters to you. We aim to grow and protect your wealth over the long term and keep you on track to achieve your goals. Read more

MLC Advice - Rozelle

Suite 2, 729 Darling St, Rozelle, NSW, 2039

Open today

Mon

8:30 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 763 007

Free first in home consultation! We will come to you during the times you are available... Call us now! Comprehensive Financial Planning - Self Managed Super Fund Setup, Superannuation Advice, Investment Property, Debt reduction, Life Insurance, Tax minimisation, Retirement planning, Budget planning, Investments. Read more

Wise Wealth Management Group

30 Burwood Rd, Burwood, NSW, 2134

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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

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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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

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 850 902