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Believe it or not, accounting was not my first choice, when l finished high school. Thinking that accounting was boring, I majored in philosophy instead but I soon realised that accounting was far more than mere numbers. It was about problem solving and helping people achieve their goals, helping others achieve their goals, is still something I am passionate about today. Getting my grounding initially with a big four firm, in Deloittes, was a great way to break into the profession.
Walbrook Wealth Management provides a holistic advice service, ensuring your investments, mortgages, insurance, and other aspects of your wealth are aligned and working together to achieve your goals. Because no two clients are the same, we adopt a tailored, client-centric approach to financial advice. Some clients may initially need our help refinancing their mortgage or purchasing a new home, before tackling broader financing planning needs over time.
Rob Buskey
It was the best decision hiring Walbrook Wealth Management and working with Damien to help organise and realise a sound financial plan to ensure my current and future goals are met. I lacked confidence in my financial knowledge and Damien explains everything in a very accessible, super friendly manner. I have just begun to action the plan we came up with I will continue to use Walbrook Wealth to review, reassess and adapt my financial plan as necessary. 10 out of 10.
I love the world of finance and helping others achieve their financial goals. It's a bit of a cliche, but it's true. Buying your first home, an investment property or even refinancing is a massive endeavour, and to be part of this journey with you humbles me in ways I cannot explain. My promise you to is this: I will work hard and work smart to provide you with the best loan product for your needs and goals.
Susan Papertalk
I am 67 years old and after my daughter passed I inherited her beautiful children and a mortgage. There was a time I thought I was going to lose the roof over my head. Without John, I believe I would have. He guided me step by step with detailed information. He texted and emailed after hours and made sure every signed documentation was submitted correctly. Week after week we got closer and closer to refinancing my daughter’s home and I can finally say I see the light at the end of a very dark tunnel. I felt in safe hands the entire time and would highly recommend John and the team to those who struggle understanding such overwhelming processes.
Sue Papertalk
In a nutshell, CCA makes complex financial strategies simple. We make finance manageable by taking clients on a journey through our very own pathway to wealth program. The program is designed to: 1. Provide a clear path to achieving your financial objectives 2. Deliver cutting-edge financial solutions 3. Tailored our programs to your individual financial needs 4. Give you the confidence to take action
We work with small business owners, professionals and couples who want more certainty about their financial situation, to help them make smarter decisions with their money and systematically build their wealth. We do this by working them through our own ‘Values Based’ Financial Planning Approach, which is all about taking the time to understand and discover what’s really important in life to them.
At CWP, we pride ourselves on providing comprehensive and personalized financial services to help you achieve your financial goals and secure your future. What sets us apart from other businesses is our dedication to understanding your unique needs and aspirations. We specialize in identifying your specific goals and carefully assessing your current financial situation. This allows us to tailor a customized financial plan that aligns with your objectives and helps you navigate the complexities of financial decision-making.
Hi, I'm Josh, one of the Directors and owners of Prosper Advisory. I am the expert finance commentator on radio 94.1FM and we have helped hundreds of people to achieve financial success and security. We are Business Advisors and Financial Advisors. We offer a range of services provided in a personalised and tailored manner via our team of 14 Chartered Accountants and Financial Advisors.
Northeast is a privately owned business, which offers advice on a fee for service model. This means we're not aligned with any product providers, and you’re not at risk of being charged any fees that you’re unaware of. We've done our best to remove the noise and the conflicts so that you can rest assured your advice will be highly personalised, with your best interests at heart.
Ariston Group is a boutique financial services house with a unique client-first approach. Our size and scale allow us to respond to and deliver the best possible financial outcomes for our clients. With personalised service and a holistic approach, we take the time understand your specific situation and develop a fully customised financial management program tailored to the individual clients requirements.
Sound advice can really make a difference to your personal situation at any stage of your life. It important to remember that its never too early or too late to have a plan. Our planning solutions are not just about making plans for your money, but we are also passionate about building wealth and choices for You. We work with individuals, couples, families, and children of our clients.
TruWealth is a Melbourne-based fee only financial advice practice that specialises in helping pre-retiree successful single women - those who have never married, are widowed or divorced - to manage their financial affairs and achieve financial independence. Our mission is to empower single women so that they feel financially secure and in control of their financial future by taking them through a process that educates them and takes them on a journey.
Our proven strategies have helped hundreds of Australians reduce their debt, decrease their tax burden and build wealth through property investment planning and education. We exist to help you realise the life you want, free from the financial stress and pressure that most people endure. If you want to pay off your mortgage in less than 10 years and significantly reduce your tax bill, our industry-leading solutions can help you.
Nat Warner
Matt and the NIA Team went above and beyond many times to deliver a great financial outcome. I now have a much clearer picture of my future goals and my way to financial freedom. NIA truly delivered on their promises and have given me a greatly improved understanding of property investing and wealth creation.
Our business provides quality and trusted holistic advice to clients, drawing on over 15 years of experience in financial services. We take a comprehensive approach to financial planning, addressing all aspects of our clients' financial well being to create customized solutions that align with their goals and values. Our focus on integrity and excellence ensures that our clients receive the highest level of service and support.
South Yarra Financial Services aims to secure a comfortable future for you and your family. The SYFS advantage is our ability to provide a holistic financial service, proactive, personalised service and professional advice in all areas of financial planning. Our professionals focus on our clients obtaining control and ensuring they are financially organised. Take advantage of our complimentary 90 minute ‘Discovery Meeting’ to find out how our services can make a difference to you.
Torro Financial specialise in many aspects of finance and investment. From first home buyers to experienced investors, we have a solution for you. We have helped hundreds of Australians invest in property all over the country with special expertise in; - Self Managed Super Funds - Cashflow Positive Investments - Dual income Property Investments - NDIS Property - Specialised tax - effective finance structures
The Hopkins Group was founded in 1980 and initially started out as one of the first property investment advisory groups in Australia. Nearly 40 years on and the landscape has changed dramatically. We have significantly expanded our service offering, responding to the financial needs and circumstances of our clients by bringing everything they need in-house. Our aim has always been to provide a holistic solution where our clients can find all the financial services they need under one roof.
We are a financial services company dedicated to provide a single point of contact for all your financial affairs. We have over 15 years of experience and have Mortgage Brokers, Financial Planners and Accountants within the company to assist you in various ways. Our Mortgage Brokers will assist you with your Home & investment Loans, Motor Vehicle Loans and other financial assistance you require.
Over 25 years experience in Financial Services. Expert and Professional Services in: Superannuation, Centerlink, Retirement Planning, Life Insurance, Investments and Aged Care Other languages spoken Macedonian, Croatian and Serbian.
Christian can work with you in managing your superannuation, pensions, asset and liabilities so your funds will last as long as possible without compromising your income or lifestyle in retirement. Other things to consider as well would be your eligibility for government aged pensions, minimising your income tax and optimising your assets and liabilities. Christian has excellent attention to detail and as part of your 15-minute initial phone call he will bring to your attention any financial ‘gaps’ that you should consider such as under-performing investments, tax minimisation, estate planning and paying off non-essential debts before retirement. By doing this you will give yourself the worry-free peace of mind and financial guidance you really need in retirement instead of being worried about how things 'might' turn out. Start working with Christian today to see what financial potential you can achieve for yourself.
I like helping people map out and plan their financial goals then working with them to achieve it. It always amazes me how much people learn, and how much they realize what they didn't know or were missing out on before speaking to me. After that first conversation with people their confidence levels and determination are next level.
I never liked the business model the banks and other financial institutions ran where customers were only seen as KPI's and sales targets. They would have us sell them financial products that most times didn't really serve the needs or purpose of the customer. I knew I had to change this and that's why I started my own business.
My clients will only ever get the advice and outcome that in their best interests and meets their financial goals and objectives. I don't take kickback payments or commissions from investment products so my product selection is never influenced by other financial incentives.
I can provide services both online, remotely or in person, whatever is the clients preference.
We have adopted a 100% digital operation where interviews can be arranged via Zoom, the delivery of advice as a video presentation and we can now take digital signatures. We can still meet in person with pen and paper if the customers feel more comfortable with that option :-)
