6359 Invest found in NSW

(02) 9531 2772

Retiring in the next ten years? Make sure you take the right path to a successful retirement.

Lanham Financial Advisory Pty Ltd

Suite 1, Ground Floor, 38-40 Urunga Pde, Miranda, NSW, 2228

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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1 Review

(02) 9579 4655

“GPL helped me get my affairs in order and provided a blueprint for the future. I know have a plan i...”

GPL Financial Group

GPL Financial Group, 732 Forest Rd, Peakhurst, NSW, 2210

Open today

Mon

8:00 am - 5:30 pm

Tue

8:00 am - 5:30 pm

Wed

8:00 am - 5:30 pm

Thu

8:00 am - 5:30 pm

Fri

8:00 am - 5:30 pm

Sat

Closed

Sun

9:00 am - 5:30 pm

Deals available

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(02) 9580 9166

Quinn Financial Planning is a boutique Sydney-based financial planning practice. We offer expert & personalised advice to business owners, executives, professionals & retirees

Quinn Financial Planning

Level 3, 156 Military Rd, Neutral Bay, NSW, 2089

Open today

Mon

8:30 am - 5:30 pm

Tue

8:30 am - 5:30 pm

Wed

8:30 am - 5:30 pm

Thu

8:30 am - 5:30 pm

Fri

8:30 am - 5:30 pm

Sat

Closed

Sun

Closed

Deals available

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3 Reviews

(02) 4926 2300

Leenane Templeton Chartered Accountants and Business Advisors are specialists in Accounting and Taxation Compliance, Business Services Consulting, Finance, Acquisition and Divestment Strategies, Cash Flow Management, Business Development, Business Advisory, Self Managed Super Annuation, Retirement Planning. With offices in Sydney, Brisbane and Newcastle. Call Leenane Templeton today to talk about your requirements. Chartered Accountants & Business Advisors, for your complete business service solution, whether looking to grow your business profitably, increase cashflow, regularly asses your business with key performance indicators, use industry benchmarking or compliance, looking for a virtual CFO, tax planning, tax management, taxation, tax strategy, tax reporting, corporate tax, tax advice, business tax, management accounting, estate planning, business coaching, succession planning, cash flow forecasting and strategy, business performance, business improvement, accountants, financial planner, investment, growth, planning objectives, SMSF, retirement planning, self managed super funds. With decades of experience the Leenane Templeton team are here to help you grow your business or your personal wealth. Call us today or subscribe to our regular updates. Read more

Leenane Templeton Wealth Management

484 Hunter St, Newcastle, NSW, 2300

Deals available

“Really helpful and professional Newcastle Financial planner and Newcastle accountants. I just left a...”

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(02) 9230 0555

Sydney CBD based professional financial advice firm

Emerge Financial

66 Hunter St, Sydney, NSW, 2000

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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1 Review

(02) 9555 7000

“I have known and worked with Tim O'Mara for over 20 years. Tim is an extremely experienced and savvy...”

O'Maras Valuers & Auctioneers

112 Lilyfield Rd, Lilyfield, NSW, 2040

Deals available

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Superannuation is a growing topic but still a very few amount of the Australian population are completely aware of several important pieces of information regarding it for e.g. o Where is my superannuation? o Who manages my superannuation? o Where is my superannuation being invested? o Am I paying fees, if so what are they? Every single one of us is has superannuation; it is the ones that are in control of their super that will reap the rewards. YouFinance financial planners strive in making sure YOU are in control and are aware of where your super is getting invested. Whether itâ??s a self-managed super fund or youâ??re first job CALL us and be in control from day one. Looking to invest or buy a home, instead of going straight to the bank speak to a staff member from YouFinance, we will look at your individual needs, and ensure that you get the best loan that suits all your requirements, comparing multiple lending organisations to cater to your needs and wants. Even with interests rates as low as they are youâ??re still paying over $750,000 on a $450,000 home loan by its duration. YouFinance staff will show you how can pay less in a shorter time frame, which will help you pay the bank less than you need to. Wealth Protection (Life insurance, income protection, TPD) itâ??s one of them things that we donâ??t often particularly like to talk about but absolutely understand its level of importance. What if one day you could no longer work, therefor eliminating an income? How would your partner or family member cope with the remainder of the mortgage / rent? Even in the unfortunate event of a death how would the family or partner cope with the existing bills, or afford the childrenâ??s education. Contact a member of the YouFinance team to be able to look after all the finer details and let you feel safe that in an unfortunate event both you and the family will still be financially looked after. Read more

You Finance

1/ 11 Elizabeth St, Liverpool, NSW, 2170

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 - 5:00 pm

Sun

8:00 am - 5:00 pm

Deals available

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(02) 9908 9888

This division combines best-in-class financial management structures, reporting and research data with personal service, customised advice and full transparency. You are not just a number and we are not just a voice on the telephone. Access to Your Advisor: Our management system is designed to maximise service to our clients. We assign a specialist advisor to each portfolio and also ensure that the entire Edney Ryan Wealth Management team is conversant with our clients portfolios so we can respond to enquiries at any time. Research: Independent research is essential to maintaining a high level of professional advice. We subscribe to van Eyk and Morningstar as we believe these are the best truly independent research houses. We can access and provide advice on over 1200 financial products and services from leading Australian and international product providers. Information Update Service We send our relevant information to clients to keep them informed about important issues, such as changes to superannuation. We also send timely economic information to help counter ill-informed or over sensationalised media reporting. Security As an Authorised Representative of Hillross, one of Australia's premier wealth adviser firms, we are backed by AMP, one of the best-known financial brands for over 160 years. Fee Structure We are a fee for service practice. You know in advance how much you will need to pay for any services and agree to any costs before you incur them. Our clients can be assured that we are neither product nor commission driven. Should an investment pay a commission, wherever permitted by fund managers, we will rebate this commission to you. Share Market Investment Superannuation Self-Managed Superannuation Funds Personal Insurances Managed Funds Read more

Edney Ryan Wealth Management

357 Military Rd, Mosman, NSW, 2088

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(02) 4325 0884

We are a full service stockbroking firm specialising in: Stockbroking Options Warrants including MINIs Cash Investments Margin Lending Self Managed Superannuation Wealth Management Financial Planning Personal Protection Insurances Retirement Advice Superannuation Advice Read more

Morgans Financial Limited

6 Burns Cres, Gosford, NSW, 2250

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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(02) 6931 7000

Adams + Associates Financial Planners is a boutique financial planning firm specialising in Retirement Planning. They have been operating in Wagga Wagga for over 26 years. They have their own Australian Financial Services Licence and are locally and independently owned. Read more

Adams Associates Financial Planners

49 Best Street, Wagga Wagga, NSW, 2650

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(02) 9028 1000

At Bridges, we believe that financial advice makes a difference. With a network of 170 financial planners in 65 offices across Australia, we have been helping everyday Australians realise their financial goals since 1985. As one of Australia's largest national financial planning and stockbroking organisations, we service over 54,000 Australians and have $10 billion of client funds under advice (as at 30 June 2015). Our advice covers the full range of financial planning and investment services across: - wealth accumulation and investment strategies - portfolio administration and review - stockbroking - super and self-managed super funds (SMSF) - retirement strategies - social security/Centrelink entitlements - insurance - Wills and estate planning - aged care advice Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. ASX Participant. AFSL 240837. Part of the IOOF group Read more

Bridges Financial Services

Level 22, 207 Kent Street, Sydney, NSW, 2000

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1800 112 410