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Hi I'm Glenn, Having been a property investor for the last 26 years, my passion is to share that 26 years of property investing knowledge and experience with people to show them what is possible through property investing, that will enable them to make an educated decision on what is right for them and most of all, I want to make sure that they don't make a mistake when investing.
Phillip Raish
A couple years ago we used Suburbanite to acquire an investment property and knew back then when we wanted to buy another one we would touch base with them again.
This time we were fortunate to work with Glenn and Sam and we couldn't have been happier.
Always great to have a team like this in our corner.
We will be looking for another purchase in a few months and without a doubt we will be in touch again.
Thank you team
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!
visit our website at www.financialpurpose.com.au Please note it is not free to contact you through Bark. To view your contact details, it costs roughly $70, even when you send us a quote request. If you are keen for me to contact you, send an email to info(at)financialpurpose.com.au and we will contact you and arrange an intro call.
Sabrina
I’ve been working with Werner for 1.5 months via weekly zoom meetings to set my finances up for the long term. So far we covered budgeting, investing in shares and superannuation. I am planning to get further coaching from Werner to learn more about property investing and insurances. Werner has been very responsive and professional in helping me get the foundations right for my financial goals. As someone in their 20s, I am glad I took the big step in seeking out professional financial advice. Highly recommend his service.
Expert Wealth 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 Expert Wealth team better manages data to deliver tangible results. How do we achieve this?
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.
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.
Family owned business focussed on delivering solutions and value to clients through quality advice and high touch service.
Embark on a transformative journey with Cooee Wealth Partners, where our commitment goes beyond the ordinary. Our fee for service advisory is designed to weave a tapestry of financial success that considers every facet of your needs and goals. From groundbreaking industry strategies to the first moment, you connect with us, expect nothing less than a pinnacle of customer service excellence.
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.
At Financial Spectrum, we focus on one thing – helping you live a great life by making the most of your money. We are a privately owned financial planning and accounting firm, which means we work solely for the benefit of our clients and not for the financial institutions whose products we may recommend. We charge a fee for our services and take no commissions from banks, fund managers, insurers or other financial organisations.
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 answer the one key question: 'Are we going to be ok?' We help those looking to take the next step in their finances and build a secure long term plan to financial freedom and successful retirement. We don't make short term bets, we don't invest in flavour of the month investments or gamble your money with speculative picks. Drop us a line here or via our website and we'll see how we can help you.
Hello my name is Deborah Roscoe and I am the owner of Roscoe & Company Pty Ltd. We provide trusted, comprehensive advice to our clients. Our purpose is to give you peace of mind and help you to achieve your goals. I have been in the profession since 1993 and established my business in 2005. We are a boutique well established Chartered Accounting & Financial Planning firm providing tailored accounting, taxation, advisory and financial planning services to small business, investors, individuals and self managed superfunds. While we have offices in Crows Nest, Hornsby and the Hunter Region (Newcastle/Maitland), we are fully cloud based and are able to provide our services and advice to clients nationwide. We provide our services and advice to individuals, business or investment startups through to existing small to medium businesses and high net worth individuals.
Making a positive difference to my clients financial lives through our proactive advice and services and working with them to achieve their goals.
To be a true holistic adviser to our clients, to help them reach their financial or business goals, rather than just focus on tax and compliance work such as annual tax returns, business activity statements, etc. Really using the knowledge I have gained over 25 years in the accounting and advisory profession, to provide tailored advice that has a positive impact on our clients position.
We are a proactive, friendly and professional business and aim to exceed our clients expectations. We are our clients true trusted adviser and provide proactive feedback and our opinion on the best way forward. You can rely on us to ensure your financial matters are on track and give you peace of mind. You deal directly with the Director/Owner of the business together with senior accounting and advisory staff.
Yes we are a fully cloud based practice while offering face to face business locations in Crows Nest, Hornsby and Newcastle.
Meeting rooms are larger than the required minimum to keep clients separated and provide disinfectant hand sanitiser. We also provide online meetings via Zoom for clients.
