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Here at JPA we help clients to create a clear path to financial success by having someone guide and support you along your financial path. we take the time to regularly converse with clients, adjusting for life's unforeseen's and covering multiple aspects to assist our clients to change their lives. We can do this by: Providing superior Superannuation structuring Protecting you with life-changing Insurances
Wealth Planning Partners are in business to ensure you succeed financially with a carefully structured plan. We will help you arrange both asset protection and wealth creation via appropriate strategies tailored to your individual needs. We use “The WPP Way” to ensure you Secure, Build, Succeed.
Lescorp provides investment property solutions for other industry professionals. Such as accountants, financial planners and mortgage brokers. Our core business is our personal clients who are either first time investors or seasoned property investors.
We specialise in Financial advice I'm a qualified CPA accountant, we help clients achieve their financial goals, we do this using risk adjusted portfolios for both Superannuation and Investment, including SMSF. We believe it starts with you, making that intial contact to get the advice you need. We believe everyone should have access to financial advice and creating a life and retirement they deserve.
Pro-active wealth is a Financial Consultancy Firm that finds unique financial solutions and takes them to market on behalf of Financial advisors and wholesale investment opportunities. With our Strategic Partners, we're able to offer our clients options inside Superannuation via "Wrap Accounts/Investment platforms" . This option was previously reserved for the already wealthy with high minimum investment amounts or sophisticated investor status, therefore putting it out of reach to the average Australian.
We source finance on behalf of our clients for home loans, commercial property loans, and property investment loans. If you wish to purchase a new property, or arrange the refinancing of your current loan to a more competitive and flexible deal, we can help. We have access to more than 28 lenders allowing us to tailor the lending to suit your purpose. Call us and speak with one of our specialist credit advisers to discuss your home, investment, or commercial property finance requirements.
I cannot recommend Gateway Finance more highly. From day one I receive personal service that was geared to meet my needs and personal circumstances. I received regular communication with updates and was never left wondering where my application was up to. I was spoken to in plain English and everything was explained to me until I was comfortable that I understood. I dealt with Candice for the most part and her service was exceptional. There was nothing too hard for her and she is the sole reason for such a smooth process. I will be using Gateway in the future and will recommend to anyone I know! Thank you so much team!!! Love your work
Award-winning, client-grinning, financial planning that helps you make the most of every opportunity. Felicity is a multiple award-winning Investment Manager, Financial Adviser and Speaker, who has been named Australia's Financial Planner of the Year 4 times. She has earned the reputation of a seasoned and passionate leader in the financial space, with experience with some of the country's largest firms (including JBWere Goldman Sachs and Macquarie), before setting up Cooper Wealth Management, a boutique financial planning practice.
Our Story Compare Your Super is the number #1 site on google when it comes to super. We help individuals, mums, dads and high net people increase their super through sophisticated investments largely focus on Government funded projects with a focus on NDIS and Specials Needs Childcare. The Compare team are on a mission to change the stigma around super. Super was established in the 80s and is largely outdated.
Create the wealth you need for the lifestyle you want. Backed by a team with 50+ years of experience, and 3x winner of Australia's Financial Planner of the Year, we tailor a financial plan for you - your circumstances and your goals, so that you can live the life you want.
I help people to save, grow and protect their money while generating better outcomes for themselves, their families and the planet.
elk is a comprehensive full-service financial services company that holds an AFSL, ACL, and operates a full-service real estate agency. Through our Elk Loans, Elk Wealth, and Elk Property, our clients benefit from the full spectrum of property, finances, investments, financial planning, SMSF and wealth creation services.
We refinanced recently through collective lending and it was a great experience. We received regular communication and were kept up to date about what’s next so we always knew what to expect. We got a good rate and had it settled quicker than expected. Would highly recommend Collective Lending to anyone.
Centaur Property Solutions delivers a customer-led bespoke suite of professional services for those wishing to invest in the Australian residential property market. With deep roots in research and due diligence, we use a consultative approach to make unbiased recommendations and match clients to properties that are relevant and appropriate to their individual circumstances. In business for longer than most, a unique client engagement, and a client-for-life mentality we dominate the market and deliver outstanding results for our clients with 99% of our business coming from referrals.
The thrill of seeing people take action and become financially secure off the back of the activities and services we provide. Getting referrals from happy clients is most gratifying (and this happens a lot).
I am entrepreneurial by nature and I saw an opportunity back in 1997 to provide a higher standard of service that was currently available. I'm proud to say that all these years later I am still innovating and providing unique engagement and services that stand alone in this industry. With international and domestic experience, I am well positioned to guide clients to successful decision making off the back of data and common sense.
Experience, unique service offering and to have a seasoned professional representing them in the transaction.
Yes. I work with clients all over the world and find zoom video conferencing works incredibly well. Where ever you are located, we are local.
We rarely see clients face to face, but when we do, we adhere to strict covid protocols including the wearing of masks and social distancing.
based on 17 reviews
The average rating for Bark Financial Advisors in Gold Coast is 5.00, based on 17 reviews.