565 Invest found in Clovelly Park SA

Business Life Insurance (Key Person, Business Expenses, Buy Sell) Debt Strategies Estate Planning Margin Lending / Gearing Personal, Corporate and Self Managed Superannuation Personal Life Insurance (life, Total & Permanent Disablement, Trauma, Income Protection) Pre and Post Retirement Strategies Saving/Investment Plans Shares Read more

Frances Magill Financial Strategists

Frances Magill Financial Strategists, 250 Wright St, Adelaide, SA, 5000

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

Closed

Sun

Closed

Deals available

“Frances Magill Financial Strategists is a professional organisation that is very welcoming and very ...”

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Investing

New

1 Review

1300 559 073

Australian Legal & Finance's mission is to 'bridge the gap' in knowledge and understanding for ordinary Australians. We believe education, inspiration and support are the solution to most peoples financial problems and is why we exist to serve our community through leadership, education and professional development. We're committed to helping you achieve financial freedom by providing long term information and support. We understand your situation is unique and you require solutions tailored to your specific situation. Australian Legal & Finance offers you a customised, creative approach with expert advice in order to reach your goals. Put simply, we will help you get organised, set goals, and develop strategies to achieve them. Read more

Australian Legal & Finance

283-287 Sir Donalad Bradman Dr, Brooklyn Park, SA, 5032

Currently open

Mon

9:00 am - 5:00 pm

Tue

9:00 am - 5:00 pm

Wed

9:00 am - 5:00 pm

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9:00 am - 5:00 pm

Fri

9:00 am - 5:00 pm

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Closed

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Closed

Deals available

“Fantastic Adelaide business that helped my wife and I to learn how to invest into property correctly...”

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Investing

New

We are a privately owned business investing in everything from the agricultural industry to the financial industry. On account of our diversified interests we have a dedicated, skilled and experienced business development team who have connected our senior management to significant, investment-ready projects. We excel in our knowledge of local industry capabilities and opportunities, and thrive on pursuing global markets that compliment these strengths and grow your business. Social Conscience is always looking for new business to invest in. If you are looking to expand your business, reach out to us to meet our team and discuss if you would like to partner with us, or become a shareholder. Read more

Social Conscience Australia

2, 154 Fullarton Rd, Rose Park, SA, 5067

Currently open

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

(08) 7477 8252

Humble Goode Financial Pty Ltd (HGFP) is a boutique, independently owned financial planning practice located just outside Adelaide's CBD in Kent Town. We are experts in providing tailored, independent financial advice for all types of clients; from young singles and families to high net-wealth investors and businesses. Read more

Humble Goode Financial Pty Ltd

U 8, 26 The Parade West Pde, Kent Town, SA, 5067

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

Closed

Sun

Closed

Deals available

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Accountants

New

1 Review

(08) 8211 0900

Professional and friendly advice to ensure the prosperity for your business and retirement plans. THE ASCENSIS ADVANTAGE Ascensis is at the forefront of innovative investment, accounting and taxation solutions. We are a boutique firm holding our own Australian Financial Services Licence (No. 309418). This enables us to offer our clients exclusive opportunities to participate in investment strategies unique to our firm. We are prudent in applying the fundamental principle in wealth accumulation of achieving maximum returns whilst managing risk. An important part of wealth accumulation is tax management. At Ascensis we have in-house tax expertise enabling us to tailor investment tax structures to manage your tax liabilities to your advantage. OUR CORE VALUES The core values of Ascensis are: - Operate ethically with the highest level of integrity - Listen to and understand our clients' needs - Treat our clients with dignity and respect - Apply prudent financial and business strategies - Value, encourage and support our employees - Be economically, environmentally and socially responsible OUR MISSION At Ascensis we are committed to providing innovative wealth management and accounting services of the highest standard focused on achieving client financial and life goals. Read more

Ascensis

Ground Level, 19 Rundle St, Kent Town, SA, 5067

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

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Closed

Sun

Closed

Deals available

“I've used Ascensis to provide advice for our self managed superannuation, from setting it up to ongo...”

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Investing

New

(08) 8121 8084

We are a one-stop-shop where all the investment needs are taken care of by the one group. Our assistance extends from research, selection, finance, legal, advice, planning, and even property management. This means all the information, communication, and facilitation are looked after by us which ultimately means peace of mind and convenience for you. 3 Simple Steps To Build Wealth MEET WITH AN ADVISOR You will meet in person with one of our investment advisors, who together with your input will formulate a property investment plan suited to your needs and your goals. INVESTMENT SELECTION We act as your buyer agent to communicate and take care of all the different aspects between developers/builders/vendors on your behalf and ensure that you get the best deal available. Read more

Investment Adelaide Property

Level 30 Westpac House, 91 91 King William St St, Adelaide, SA, 5000

Currently open

Mon

8:00 am - 8:00 pm

Tue

8:00 am - 8:00 pm

Wed

8:00 am - 8:00 pm

Thu

8:00 am - 8:00 pm

Fri

8:00 am - 8:00 pm

Sat

8:00 am - 1:00 pm

Sun

Closed

Deals available

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Investing

New

(08) 8231 2919

We want to make planning for your future simple. Arrange a no obligation meeting with one of our financial planners to help you with any financial goal you might have. We provide advice on the areas that are concerning you in ways that make getting advice easy for young families. Read more

Allura Wealth

22 Greenhill Rd, Wayville, SA, 5034

Currently open

Mon

9:00 am - 7:00 pm

Tue

9:00 am - 7:00 pm

Wed

9:00 am - 7:00 pm

Thu

9:00 am - 7:00 pm

Fri

9:00 am - 5:00 pm

Sat

9:00 am - 1:00 pm

Sun

Closed

Deals available

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Investing

New

(08) 8372 7826

Precision Wealth Advisers is an Adelaide based financial planning practice that provides personal wealth advice, tailored to your needs, at all stages of life. We work closely with our clients' to identify their unique financial situation, and then develop strategies that allow them to reach their desired goals. We are not obligated to sell any particular product and can offer a number of options, allowing you to make an educated decision based on comprehensive research. Many planning practices are owned by the major banks, meaning they are likely to offer a limited 'in house' product, which may not be in your best interests. Precision Wealth Advisers provide the following services: - Wealth creation - Superannuation/ SMSF - Personal insurance - Tax effective strategies - Debt management - Business owner advice - Redundancy advice - Retirement advice - Estate planning - WorkCover advice Read more

Precision Wealth Advisers

22 Greenhill Rd, Wayville, SA, 5034

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

Closed

Sun

Closed

Deals available

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Investing

New

(08) 8223 6880

Financial Success SA is a leading boutique financial planning practice launched in 2003 by Adelaide based, Certified Financial Planner, Denise Kipling. Denise has been advising in the financial services industry since 1998, and is a specialist in Aged Care Financial Planning. At Financial Success SA we have a passion for Ageing services and helping families to get from A to B on their journey of financial success. We strive to take the worry and stress out of a loved one entering residential care. We want families to feel comfortable and happy with the financial decisions that they are making. We want to achieve good outcomes for all parties by creating a win/win situation, and so ensuring that your loved one receives the quality of care they deserve. Australia has an ageing population. Over one million older Australians receive some form of Aged Care and support each year, and this is projected to grow. From 1 July 2014, new legislation will be introduced which will create even more confusion in navigating the maize of financial implications. The uncertainty surrounding where to move, how much it will cost and where the money will come from for residential care can be overwhelming and stressful. To find out more on how we can help you with you and your aged care needs please call (08) 8223 6880 or email [email protected]. Read more

Financial Success SA

148 Gilles St, Adelaide, SA, 5000

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

Closed

Sun

Closed

Deals available

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Investing

New

(08) 8407 5700

Canaccord Genuity can help you meet your financial objectives, whether you are a first-time or experienced investor. Our network of Advisers and product specialists means we can provide you with an extensive array of financial services to cater for your unique circumstances. Our services include: - Wealth Management - Stockbroking - Superannuation and Retirement Planning - Accolade Portfolio Management Services - Cash and Fixed Interest Products - International Equities - Derivatives Trading - Managed Funds - Margin Lending - Financial Planning If you are looking for more information on any of our services, or advice on your portfolio, we can arrange an obligation-free meeting to discuss a suitable investment strategy. Read more

Canaccord Genuity Wealth Management

L 21, 25 Grenfell St, Adelaide , SA, 5000

Currently open

Mon

8:30 am - 4:30 pm

Tue

8:30 am - 4:30 pm

Wed

8:30 am - 4:30 pm

Thu

8:30 am - 4:30 pm

Fri

8:30 am - 4:30 pm

Sat

Closed

Sun

Closed

Deals available

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Mortgage Brokers

New

(08) 8300 8300

Bernie Lewis is a South Australian family owned financial services business providing expert home loan advice, general insurance and financial advice. Each of our advisers work together by taking an integrated approach when reviewing your financial position to ensure all your financial matters work together. At Bernie Lewis we like to help our clients achieve the lifestyle they deserve. Read more

Bernie Lewis Home Loans

213 Fullarton Rd, Eastwood, SA, 5063

Currently open

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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Investing

New

(08) 8122 1688