969 Invest found in East Lindfield NSW

(02) 9406 5100

We help protect and achieve what's most important to you. Our financial planning advice is based on four life values that reflect our core beliefs. Truthful - Without the truth you're going to have challenges in achieving your goals. It's important we understand your goals, separate fact from fiction and help you develop a healthy relationship to have with money. Helpful - Our programs are designed to help you achieve. Life can however get complicated along the way. We will help you work through any challenges that confront you. Approachable - You should feel that you can talk to us about anything you want to. It's our job to listen as well as provide you with advice in a comfortable environment. Sustainable - It's important that the journey towards your goal is sustainable. We created the concept of fun money. We take the mystery out of money. We break down your journey down into a series of achievable and realistic steps. To find out more about us, please visit us at www.lifevalues.com.au Life Values Pty Ltd is a Corporate Authorised Representative of Financial Services Partners Pty Ltd ABN 15 089 512 587, AFSL 237 590 Read more

Life Values

South Tower L 8,, 1-5 Railway St, Chatswood, NSW, 2067

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) 8004 0737

Your financial goals are important! My Plan Financial is a team of financial planning professionals who listen to you, understand your plans, goals and dreams and help you to implement strategies to reach your financial and lifestyle goals sooner. We have experience in providing our clients with investment and risk strategy advice and specialise in the following service areas: Wealth creation and investment advice Debt management Tax minimisation strategies Superannuation Transition to retirement Budgeting and cashflow strategies Insurance and risk advice Estate planning My Plan Financial is unique in our approach to provide advice that is comprehensive and explained fully for your understanding. We welcome the opportunity to help you implement a financial plan suitable for any financial position you may be in. Read more

My Plan Financial Group

102, 270 Pacific Hwy, Crows Nest, NSW, 2065

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

Closed

Sun

Closed

Deals available

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Investing

New

(02) 9455 0665

Professional Wealth Services Pty Limited is a privately owned Australian Financial Services Licensee (No. 312047). The firm draws on over 30 years' financial planning experience, servicing clients from many professions and at different life stages. Read more

Professional Wealth Services

The Christie Building Ground Floor, 100 Walker St, North Sydney, NSW, 2060

Deals available

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Investing

New

(02) 9888 5599

Axis Financial Advisers was established in Parramatta in 2006. Axis (Northern Region) is located in North Ryde. At Axis Financial Advisers, we always have our client?s best interests as our top priority. We are also proud of our independence, and the fact we are not simply a sales arm of one of the four big banks. This enables us to give high quality advice to our clients through the various stages of their lives. We have an extensive amount of experience, and have guided our clients through some of the most difficult financial conditions of the last century. We take pride in enabling our clients to protect themselves, and their families against unexpected outcomes, allowing them to retire sooner and get the most out of their retirement. Read more

Axis Financial Advisers

Suite 2.11, 56 Delhi Rd, North Ryde, NSW, 2113

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) 9415 1511

ThePrimeAdvisoryGroup is a proactive fully integrated accounting & financial services firm that provides individuals with the assistance required to manage both business and personal finances. Not only can we provide all the necessary services to comply with the ATO requirements, but we can help you grow your business to become more profitable and work towards your financial security in retirement. By keeping you ontrack, you can achieve your goals. Read more

ThePrimeAdvisoryGroup

L 11, 815 Pacific Hwy, Chatswood, NSW, 2067

Open today

Mon

8:30 am - 5:00 pm

Tue

8:30 am - 5:00 pm

Wed

8:30 am - 5:00 pm

Thu

8:30 am - 5:00 pm

Fri

8:30 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

(02) 9808 3166

Financial Planning Practice We provide financial planning advice and solutions to wide range of clients to meet their need and goals Investment advice Self managed super fund complete solutions Age care Social security advice Retirement planning Superannuation Read more

Michael Todd AFS LICENCE NO. 239197

34, 99-101 Anzac Ave, West Ryde, NSW, 2114

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) 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

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

Optimo Pathfinder? is not just a projection tool - it goes above and beyond. It finds the best strategy within the rules to meet the objectives and constraints of the client. You can analyse alternative strategies, including do nothing or the strategy you determined by other means, and see and understand how an optimised solution does better. Read more

Optimo Financial

301, 10-12 Clarke St, Crows Nest, NSW, 2065

Deals available

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Investing

New

(02) 8905 5100