198 Invest found in Loftus NSW

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

Be the first to review this business - Write a review

sponsored listing

Investing

New

(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

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

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

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

(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

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

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

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

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

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

(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

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

Oatley Financial Services is a personal financial planning practice in the heart of the Oatley community. We aim to improve the lives of all our clients through long-term-partnership. We'll help you achieve your financial goals by providing ethical, professional and progressive financial advice. We provide a superior level of access and service responsive to your changing needs. We aim to understand what's important to you - your needs, values and goals. We provide confidence through personal service, expertise, partnership and trust, backed by the resources of AMP. Our fees represent good value, and are clearly explained so our clients understand all costs from the start. Advice we specialise in: - Retirement planning - Financial planning - Small business advice - Banking solutions - Investment planning - Superannuation - Estate planning - Salary packaging - Wealth management - Debt management - Wealth protection Read more

Liquidity

89 Mulga Rd, Oatley, NSW, 2223

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

0422 078 467

Superannuation, Investments and Insurance

Banksia Financial Solutions

59 Banksia Ave, Engadine, NSW, 2233

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

Be the first to review this business - Write a review

sponsored listing

Investing

New

James Hayes - Financial Planner

Level 1, 304-318 Kings Way, Caringbah, NSW, 2229

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

Atlas Wealth Advisory

Quest Building Suite 1, Level 3, 453B Captain Cook Dr, Woolooware, NSW, 2230

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

(02) 9524 6711