221 Invest found in Gymea Bay NSW

(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

Currently open

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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(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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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

Currently open

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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(02) 8556 0065

Wealth Creation Planning, Investment and Superannuation Advice, Retirement Planning, Personal and Business Insurance, Lending and Debt Restructuring. Authorised Financial Advisers and Mortgage Brokers.

Accelerate Wealth Group

Auto One Plaza Unit 12A, 16-24 Waratah St, Kirrawee, NSW, 2232

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1300 747 867

The Property Investment Store can show you how to buy a Positive Geared investment property, save thousands in tax, and set up your financial futureï¿½oh, and donï¿½t forget about our 10 Year Rental Guarantee. Property so good, we even buy them ourselves... For your free appointment, call 1300 PIStore or visit propertyinvestmentstore.com.au Read more

Property Investment Store

11/21-23 Bay Rd, Taren Point, NSW, 2229

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(02) 9525 7977

We offer a fee based advice service in all areas of financial planning. We do not accept commissions and concentrate on strategies rather than investment products. Specialising in pre retiree and wealth accumulation clients, we offer personalised solutions to assist you in achieving your financial goals. Certified Financial Planner Accredited in Self Manged Superannuation and Estate Planning Aged Care housing experts Read more

Zenith Financial Planning

379 Port Hacking Rd, Caringbah, NSW, 2229

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1300 258 786

Welcome to Blue Summit Financial Solutions. We are a privately owned financial planning practice with offices located in Cronulla, Sydney CBD and Hurstville. Because every good financial outcome starts with a plan Many of our clients have neither the time nor inclination to manage all aspects of their financial and estate planning affairs. Working side-by-side we can navigate the narrow path to a worry free financial future. We rely on word of mouth referrals and do everything possible to consistently deliver outstanding service. We operate on a fee for service basis rather than accepting commissions or other benefits. As a result, you can be assured that when we provide recommendations, they are in your best interest. Read more

Blue Summit Financial Solutions

Suite 8, 64 Croyden St, Cronulla, NSW, 2230

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1300 887 337

At Midpoint Wealth Management we help business owners grow, manage and sell their most significant investment, their business. We do this through identifying areas of risk and opportunity, benchmarking, developing then implementing a strategic business plan that drives profit, value and ultimately personal wealth. Our core business values include integrity, results and generational change. Read more

Midpoint Wealth Management

1 Box Rd, Taren Point, NSW, 2229

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1300 886 494

At Criterion Financial Solutions we understand just how frightening a prospect managing your finances can be. More importantly we recognise that placing your financial well being in someone else’s hands is a significant decision. We can help take the hassle out of managing your finances? We value your trust and know that our success is based on the quality of our relationship with our clients. For this reason we have a hand-picked team of professionals to care for your individual needs. A team that is passionate and committed to one common goal... caring for your financial future. Our Services include: - Financial Planning - Superannuation - Insurance - Retirement - Loans We have strong associations with other professionals such as accountants, solicitors, investment advisers and property specialists, and can refer you to our trusted colleagues as required. Our office hours are generally 9.00am to 5.00pm EST Monday to Friday. We are closed during public holidays. We also welcome after hours appointments either at our office or in the comfort of your home or at work. Read more

Criterion Financial Solutions

4C, Lvl 4, 34 MacMahon St, Hurstville, NSW, 2220

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 - 5:30 pm

Sun

9:00 am - 5:30 pm

Deals available

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(02) 9580 4456

Get a Cash Loan Today! $1,000 to 9,000 in 1 hour. Let's face reality, sometimes surprises comes our way and you need money in a hurry. Everyday many people just like you are using Cash Finance as their quick loan solution. Why choose a Cash Finance loan? Fast & easy application Bad credit OK Keep you updated Friendly Serivce Am I eligible? Over 18 Live anywhere in Australia Own a registered vehicle or property Apply Now at www.financialdoctor.com.au Read more

Financial Doctor

Victory House, 8 Crofts Ave, Hurstville, NSW, 2220

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(02) 8525 3700

We are an independent, boutique organisation established in 1971. We provide strategic financial advice, integrated across the fields of management, taxation, investment and finance. Our experienced team are trained to offered practical solutions with personal service, embracing new technologies across a range of applications. Read more

Pinn Deavin

2, 2-4 Northumberland Rd, Caringbah, NSW, 2229

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