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Maxiron wealth is a mortgage fund investment company that provides investment services to all kinds of investors. Investment range from $20,000 to $ 3 million and with flexible terms from 3 months to 36 months. The rate of annual interest is up to 8.81% depending on the term of the investment. There are no fees or costs attached to the investment. Maxiron Wealth is fully licensed in Australia.
Wealth Designers Advisory began with the simple concept. The value of our help must be significantly greater than the cost. ​ Combining over 30 years of experience to create a financial services company that helps clients achieve data backed results. Collaborating with Accountants and clients direct, the Wealth Designers Advisory team better manages data to deliver tangible results.
visit our website at www.financialpurpose.com.au Hey - I'm Werner, Founder and adviser at Financial Purpose Wealth. ‘Arghhh, not another financial adviser!’, I can almost hear you groan ? I didn’t need to ask AI because I thought I knew the reason for that groan, but I asked anyway just to confirm my suspicions Here is what ChatGPT came up with when I asked, ‘Why don’t Australians like financial advisers?
Diona & Rudi
Werner has been fantastic in our wealth journey. From our first meeting, we felt that he is down to earth, knowledgeable, no b*llsh*t and genuinely cares about our situation. He has given us some wonderful insights, including working out a budget for our investment property, gave us tips for our shares portfolio, and analysed our insurance needs extremely thoroughly even though he wasn't our insurance broker. We are grateful for his expertise and can see us working together in the years to come. Thank you Werner!
iRetire Wealth focus on achieving what is important to our clients through custom made solutions. We have a proven track record of matching the right financial strategies and services for our clients, based on high standards of trust and integrity, directed by meeting our client’s best interests.
Linda
I first met Peter a few years ago when considering my options pre-retirement. He and his colleague James from Iretire Wealth were both extremely knowledgeable and supportive during this process. Peter is always available for questions that might arise for me. I am very happy with the outcome and confident regarding my future.
Family owned business focussed on delivering solutions and value to clients through quality advice and high touch service.
Thomas
We started a discussion with Chris to have his inputs on our budget and how we could reach our goal. The discussion morphed into a thorough review of our financial situation by Chris who also really took the time to know us, what is important to us, our values to propose us the most adequate solution. During this process, our situation changed dramatically. This did not bother Chris at all. He understood and changed quickly his focus to another aspect of our financial life we never really focused on before (insurances). All along the process, Chris was totally transparent, answered all our questions clearly and precisely, shared his massive experience and and and....was super patient!
So in a nutshell, if you not sure what to do, and feel you need someone to bounces idea, to guide you without any attitude, call Chris.
We help you map your path to wealth through trust, experience and the belief that we can achieve your goals together. Making investment decisions alone can be overwhelming and time-consuming. We partner with you to create and implement a wealth plan that takes your specific goals and circumstances into account - adjusting as life and markets change. Frank Kidenya is a Wealth Adviser focused on helping his clients achieve their wealth goals.
5 Star Google Reviews! We are an Australian Award Winning, Sydney based Financial Advisers that work intimately with you to make informed financial decisions in a tried, tested and organised manner for the long term. We will help remove the stress that comes with financial planning. Working together, creating a life with certainty about what's to come in your future (and now).
Anastasia
Thanks to the team at Peak, I’m confident with my cash flow from my business and have now started to regularly invest outside of my business. I love knowing what I’m on track for and what options I have available, especially the Tax Planning sessions. Thank you to Kristian, Andrew and the team at PeakWM!
Unlike most financial advisers, I have an extensive and broad professional background. I am also a Chartered Account having commenced my career with Price Waterhouse. I have also worked as a corporate taxation consultant and then moved into corporate finance at Westpac Institutional Bank for over a decade. Finally, I worked with BT Financial Group in their HNW Advice & Private Banking Team before leaving and starting Granite Financial Services.
Anna Malaspina
I have had the opportunity to work with Craig as he helped me sort out my finances leading up to my retirement years. Craig took the time to understand what was important to me and explained in great detail what his recommendations were and why. At all times I felt informed, valued and listened to and I am happy watching my investments growing. Craig's patience with me and calm, methodical approach ensured that I understood the risks and benefits of what I was doing in terms of my investment. I'm grateful for his advice and incredible knowledge. I have certainly learned a few things!
We provide premium service to our clients, this ensures they feel comfortable with advice and also with the process. Financial Planning sets people apart as those who receive advice have happier and live more fulfilled lives. So we ensure people feel valued and enjoy the process.
5 Financial is a leading provider of financial services for individuals and businesses. When you work with us, we become part of your team. We offer sound, practical advice that’s tailored to your specific needs and goals and we do whatever we can to help you achieve them. Our firm is unique in a number of ways and we’re frequently told that what we have to offer is special.
Independent financial advice. Advise Me Today is an independent, privately owned, specialist financial planning firm. We help clients build their wealth, and protect their families and their lifestyles. We are experts and specialists in all things superannuation, insurance, investments and financial planning. We think financial advice could be much more accessible, we think it can be much more honest, and much less conflicted.
WealthMaker - Sydney, Melbourne and Perth. Australian Financial Services License (AFSL) and Australian Credit License (ACL) 285043 which means we are financial advisors, mortgage brokers and provide family office services. There is also a CPA on the team. Our Mission is to make wealth creation available to all. Our Values are Accountability, Education, Excellence, Fun, Integrity, Sustainability.
At Financial Spectrum, our goal is to help you achieve yours, by creating a financial plan that’s completely tailored to you. We’ll analyse your current financial situation and explore your lifestyle requirements and dreams for your future. Then we create a custom-designed roadmap to get you where you want to be. We are a privately owned, which means we work solely for the benefit of our clients and not for the financial institutions whose products we may recommend.
I don't know about other companies all I know is that when it comes to your finances it's all about you, what you want and need and how to achieve it.
Forbes Holland is a taxation and accounting business with a difference. We are modern, mobile and digital-native, serving clients Australia-wide. And most importantly, we listen. Of course, we offer the basics of tax returns and personal tax advice for you and your family. We are also able help you select and implement financial platforms and app ecosystems which enable your business, superannuation and investments to thrive.
We are here to guide you, educate you and empower you to achieve your financial goals, one personalised step at a time. Experience financial advice that truly puts you first because your financial well-being is our ultimate priority.
We take the stress out of planning for your retirement. We are a Parramatta based financial planning practice, specialising in retirement planning, superannuation and investment advice. First consultation without cost or obligation. We pride ourselves on our great customer service. Whether you want to start preparing for retirement or have already done so we can help you implement a personalised financial roadmap.
Micah Finance Solutions is a specialist Mortgage and Finance Broker located in Sydney. We are particularly passionate about the 5 steps to wealth. These 5 steps help clients from their current financial position to total financial control. The steps include: 1) The right financial set up 2) (a bit of) discipline 3) Reviewing your current expenses 4) Setting up savings 5) Investing
