19039 Invest found in Australia

Mondy Financial is a Blue Mountains-based Financial Planner and Advisor. We provide professional advice for our clients in: - Financial Planning and Investments - Superannuation - Self Managed Superannuation (SMSF) - Investment Property - Business Insurance - Life Insurance - Retirement Planning - Aged Care Advice - Business, personal and property loans Adam owns the business and is licenced with Lifespan (AFSL 229892) a family owned company. Contact us today to find out how we can help secure your financial future. Read more

Mondy Financial Services

Leura, NSW, 2780

Deals available

“I recently retired and, as a single person, was concerned that the money I had saved would see me th...”

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Investing

New

(02) 4342 9215

Find us at www.countrywidewealth.com.au. Country Wide Wealth is a financial planning practice located at Ettalong Beach and The Entrance on the Central Coast Our goal is to educate and provide the strategic means for our clients to make the most of their lifestyle and finances. After an initial review of your current financial position, we seek to employ a range of strategies in order to maximise your wealth creation potential and ensure the longevity of your savings in retirement. Country Wide Wealth provides a mobile based service and offers a free initial appointment. We can provide you with a tailored suite of financial services based on your requirements such as; Savings and wealth creation strategies Superannuation planning Risk and Insurance Analysis Educational seminars on a large variety of topics Access to our professional services network Country Wide Wealth is a Corporate Authorised Representative of Charter Financial Planning (part of AMP Group). AFSL Licence Number 234665. Read more

Country Wide Wealth

1, 400 Ocean View Rd, Ettalong Beach, NSW, 2257

Closed until Tuesday

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

2 Reviews

(07) 3357 4172

Foreign Currency, Transfer, Exchange, No Fees, MoneyGram, Money, Remittance, Best Rates, Free Delivery for Seniors, Best Customer Service, Trusted Operator for past 10 years in the community.

Remox-remittances And Money Exchange

Kiosk 10, Toombul Centro Shopping Centre Toombul, 1015 Sandgate Rd, Nundah, QLD, 4012

Closed until Tuesday

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

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9:00 am - 6:00 pm

Sun

9:00 am - 6:00 pm

Deals available

“Friendly, knowledgeable and very efficient in every way. The place to go for all your currencies and...”

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Investing

New

(07) 5573 7055

Services provided by KSM Superannuation include; Completion of Information for the Insurance and Superannuation Commissions Superannuation Audits Advice concerning Compliance Matters, Taxation Benefits, Employer obligations Guidance and Establishment of Self Managed Superannuation Funds SMSFs Cloud based SMSF administration As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with Superannuation funds. Self-managed Superannuation SMSF is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs. Superannuation law is a delicate area and personalised planning is required for each individual. At KSM Group we are superannuation experts, and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals. "Robert Koschel has been managing my affairs for 10 years now and has been my trusted accountant and financial adviser. Robert initially acted as my tax agent accountant when I was an employee of Dreamworld many years ago. In recent years my affairs have become more complicated as I completed a number of land development and subdivision projects in South East Queensland. Robert has been instrumental in coming forward with value added advise and tax strategies to help me reach my retirement goals. Robert's expertise in self-managed superannuation is second to none. A recent strategy that we have implemented has the ability to save me hundreds of thousands of dollars. Most of all, I believe Robert acts in my family's best interest. He also looks after my son's affairs. Robert and his team have always been available for us." Jim Turner, Oxenford Read more

KSM Superannuation

Shop 3 Leatherline Centre 131 Old Pacific Hwy, Oxenford, QLD, 4210

Closed until Tuesday

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

1 Review

(08) 8357 7840

FinSec Planners have been servicing clients in Adelaide and other parts of Australia for over 25 years. Our proposition to you is simple. "We take time to listen and understand you. This enables us to assist you create, protect and manage the wealth of your family and your business by providing tailored advice through all stages of your life" By doing this well, you will benefit by creating the financial security, independence and peace of mind that allows you focus on what's really important in your life. Read more

Finsec Planners

121 Greenhill Rd, Unley, SA, 5061

Closed until Tuesday

Mon

8:30 am - 5:00 pm

Tue

8:30 am - 5:00 pm

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8:30 am - 5:00 pm

Thu

8:30 am - 5:00 pm

Fri

8:30 am - 5:00 pm

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Closed

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Closed

Deals available

“Top grade advice on financial planning. No high pressure sales, just plain talk that the average pe...”

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Investing

New

(08) 6380 3316

Selling shares online? Our online share sale process allows you to sell your shares at the best market price and only takes minutes. The proceeds are deposited straight into your bank account with 2-3 business days. Our process is 100% online. That means no printing, scanning, signing, posting or emailing. You lodge your share sale and confirm your identity online. We sell your shares and send the money straight to your bank account. We also specialise in complex matters such as deceased estates. You name it we can sell it, provided itï¿½s ASX listed. Shares held by companies, trusts, SMSFs or combinations thereof, regardless of whether the shares are held on SRN or HIN (or you donï¿½t have a clue what that means). The bottom line is that we have made the process of selling shares as quick and simple as possible. Read more

Sell My Shares

Suite 1, 22 Railway Rd, Subiaco, WA, 6008

Closed until Tuesday

Mon

8:00 am - 4:30 pm

Tue

8:00 am - 4:30 pm

Wed

8:00 am - 4:30 pm

Thu

8:00 am - 4:30 pm

Fri

8:00 am - 4:30 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New

(08) 8378 4000

We are a dedicated group of qualified, personable advisers who are ready to assist you with your financial planning needs. It doesn't matter how big or small you believe your financial problems are, Goldsborough has the experience, systems and personnel to provide you with appropriate advice both now and into the future. We can assist in one or more of the following areas: *Retirement income streams, *Redundancy packages, *Centre link/veterans' affairs strategies, *Wealth creation, *Investment portfolios, *Salary packaging, *Personal risk insurance, *Tax effective investing, *Estate planning, *Investment placement, *Superannuation, *Retirement projections *Aged Care planning Read more

Goldsborough Financial Services

120 Greenhill Rd, Unley, SA, 5061

Closed until Tuesday

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

(07) 4225 5428

SMSF Strategic Advisors was established in October 2014 by respected, local financial planner Rita Zappulla. Rita has over 26 years of experience in the accounting and financial planning services. Rita Zappulla is a certified financial planner, registered tax agent and fellow of the Institute of Chartered Accountants Australia. Our Services: SMSF Strategic Advisors goal is to assist clients in understanding how their self-managed superannuation fund (SMSF) works and help clients plan for their future retirement. In addition, we can provide advice on: - Retirement planning strategies - Limited Recourse Borrowing - Public offer/retail and industry superannuation funds - Estate planning and succession planning advice Read more

SMSF Strategic Advisors

Unit 2, 23 Scott St, Cairns, QLD, 4870

Closed until Tuesday

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

Sat

Closed

Sun

Closed

Deals available

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Investing

New

1300 861 143

Like most things in life, the only way to secure your financial future is to start with clear goals in mind. And while your goals are bound to change over the years, an adviser has the expertise to help you identify what's most important to you. Best of all, they can tailor a plan to make sure you're on track to achieving your goals, even as your personal situation evolves. Do you need to secure the future you want? At Heart Financial Advisers, we believe in the difference that working with an expert adviser can make to your financial future. Clients who actively seek financial advice from a professional adviser will: * be better protected from financial difficulty * have more control over their finances * have greater confidence in achieving their goals * make better-informed decisions * be better prepared for retirement You can see some example below of how the right advice can help people with their needs or find and adviser who can work with you to help you realise your dreams. Karen and Bill want to pay off their home loan sooner and use their money as effectively as possible. After meeting with us, they implement a series of strategies to reduce their home loan, which saves them over $163,000 in interest payments and reduces the term of their loan by 11 years. Tony and Michelle are just about to have their first baby and want to make sure they have enough insurance to protect their growing family. Their adviser recommends additional insurance and structures the policy tax-effectively, shaving $663 off the first year's premium (a saving of almost 43%). John and Sarah have turned their focus to building long-term wealth so they can maintain their current living standard when they stop working. We showed them how they can use the equity in their home to invest for the future and accumulate an additional $397,000 over 18 years. Read more

Heart Financial Advisers

Townsville, QLD, 4810

Closed until Tuesday

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

(07) 4957 2572

Alman Partners True Wealth is a specialist wealth management firm. Since 1985 we have been educating and inspiring our clients to achieve their most important goals.

Alman Partners

8 Brisbane St, Mackay, QLD, 4740

Closed until Tuesday

Mon

8:00 am - 4:30 pm

Tue

8:00 am - 4:30 pm

Wed

8:00 am - 4:30 pm

Thu

8:00 am - 4:30 pm

Fri

8:00 am - 3:30 pm

Sat

Closed

Sun

Closed

Deals available

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Investing

New

(02) 4869 7100

Protect the value of your assets for your lifetime and for the next generation. Make sure the decisions you make are the right ones.

Dartnall Advisers Pty Ltd

7 Market Pl, Berrima, NSW, 2577

Deals available

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Investing

New

(03) 5144 2955