Investment Advice Directory

Phone: (02) 9890 8729 | 29 Grose Street, North Parramatta, NSW

We are a full service financial planning practice based in Parramatta. You will find that we provide services that cover your need of: - Financial planning & strategy - Superannuation & pensions - Investment & savings - Life ins

Phone: 1300 856 338 | 270 Norton Street, Leichhardt, NSW

Apex Partners provides quality financial planning advice, superannuation advice, budgeting advice, risk protection strategies, investment management, execution and administration services.

Phone: (07) 5522 9500 | 18 Milky Way, Mudgeeraba, QLD

Mango is a fee for service financial advisory firm. Mango offers a holistic service providing advice that encapsulates all your goals and objectives. We believe that you are entitled to your share of wealth and our goal is to help you claim it.

Phone: (02) 8208 7005 | 39 Evans Street, Bronte, NSW

Financial Planning PLAN TODAY ENJOY TOMORROW Experience, Affordable, Quality, Advice www.investmentadvice.net.au

Phone: (03) 9870 6544 | Buckley St, Essendon, VIC

Visit www.affordableadvice.com.au Affordable, professional advice, at a time and place convenient to you.

Phone: (02) 6766 7114 | Suite 2, 459 Peel Street, Tamworth, NSW

By having independently sourced research, private ownership and a sole focus on private investors, we offer a truly transparent and tailored service for clients, combining investment strategy advice with a conservative investment management approach.

Phone: (08) 6161 3477 | PO Box 709, Willetton, WA

Financial Planning Specialists in wealth creation, portfolio management, self managed superannuation funds, money management, life insurance, retirement planning, investing and financial advice.

Phone: 0414 681 233 | Suite 23, 19 - 23 Bridge Street, Pymble, NSW

Raj Rajasingam, CFP, Holistic financial planning, superannuation and retirement planning, wealth accumulation, estate planning, personal insurances, budgetting and cashflow management, investment advice, portfolio management and ongoing monitoring

Phone: 0403 332 410 | 17A Brenda St, Morningside, QLD

PASA is a Queensland based Investment Property and Business Sales specialist. PASA is a licenced Real Estate Agent and a Member of the Australian Institute of Business Brokers.

Phone: (03) 8618 5200 | Level 21, 101 Collins Street, Melbourne, VIC

We specialises in providing tailored Financial Planning and Investment Advice. We have authorised Financial planner, Financial Advisor and Personal Finance Planner in recommending financial solutions.

Phone: (08) 9423 1500 | Level 44, 108 St Georges Terrace, Perth, WA

Our experienced Financial planner, Financial Advisor and Personal Finance Planner are specialised in providing tailored Financial Planning and Investment Advice for both individuals and businesses.

Phone: (08) 8451 0600 | Level 8, 420 King William Street, Adelaide, SA

We are a leader within the financial services industry. We specialises in providing tailored financial plans aimed to guide & accelerate Australians towards their financial objectives.

Phone: (07) 3112 3300 | Level 3, 488 Queen St, Brisbane, QLD

We specialises in providing tailored Financial Planning and Investment Advice. Our Financial planner, Financial Advisor and Personal Finance Planner are here to help you achieve your financial goals.

Phone: (02) 9572 6211 | Suite 7, Cnr Jarrett & Elswick Streets, Leichhardt, NSW

Lifetime Financial Advisers provides a comprehensive range of financial planning services to those nearing retirement, those in retirement or to people who require advice after changing jobs. Lifetime moneywise advice for you and your family.

Phone: (07) 3221 3066 | Level 9, 316 Adelaide Street, Brisbane, QLD

Tupicoffs was established in 1970 in Brisbane. The focus of Tupicoffs has always been on helping it's clients, initially by providing personal insurances and superannuation but it since has evolved to a full service financial planning practice.

Phone: (02) 9922 5550 | Level 9, 20 Berry Street, North Sydney, NSW

Magenta Wealth is a boutique Financial Planning and Advice practice, creating and delivering smart financial solutions for professionals, business owneers and women, so you can achieve your goals and live a vibrant life.

Phone: (02) 4934 8844 | 8B/19 Mitchell Drive, East Maitland, NSW

Located in the Hunter in between Maitland & Newcastle, we specialise in Self Managed Super Funds, Superannuation advice, business accounting & taxation. We offer helpful advice for over 45 year olds with funds to invest to plan for your retirement

Phone: 1300 650 861 | 309 Unley Road, Malvern, SA

Mortgage Choice has established itself as Australia's leading Mortgage Broker. We have access to a large panel of Australia's leading bank and non-bank lenders which allows us to help you choose the home loan that best meets your needs.

Phone: (08) 9754 1133 | Suite 2B, 9 Harris Road, Busselton, WA

Comprehensive financial planning services including superannuation, investment, taxation, retirement planning and business succession advice as well as life, disability, trauma and income protection insurances.

Assurity Financial Planning focuses on providing you with the best financial advice tailored to suit your needs.

We take great pride in our ability to develop strong relationships with our clients and provide them with long term advice to ensure that they meet their financial goals.

Our friendly and professional advisers work with you to develop and implement strategies covering all aspects of your financial affairs.

We cover a wide range of financial services including investment, superannuation, retirement planning and business succession advice.

We are also able to assist with insurance needs including life, disability, trauma, income protection and business insurances.

We operate on a transparent fee for service basis and offer new clients a free initial consultation.

Phone: 0433 809 727 | 16 Collins st, Seven Hills, NSW

Proffesional advice on creating wealth through investing.Daily recommendation onAustralian shares and foreign currency.Proven investment strategiesto help you grow your income.

Phone: (08) 9380 6333 | 436 - 438 Vincent Street West, West Leederville, WA

Wealthwise for Retirement, Superannuation & Investment Advice in Perth WA. Handling UK Pension Transfer, Self Managed Super and Lifestyle Planning

Phone: 1300 721 174 | 242 Hawthorn Road, Caulfield North, VIC

We are an independent financial planning firm. This makes us different from other firms. Being independent means we can provide the best advice for all clients under all circumstances. We are not affiliated with any financial institutions and we do no

Phone: 1300 944 188 | Level 10, 63 Exhibition Street, Melbourne, VIC

A fresh view on the Australian Share Market. Independent research on ASX listed companies, current market analysis and education for share traders and active investors. Clear share recommendations, honest and reliable ASX trading information.

Absolute Investor was created for one reason; to make clear and unambiguous share market advice available to everyone.

Never again be confused about what shares you should be investing in.

As a subscriber, you are told exactly which shares to buy, hold and when to sell.

How does it work? It is a subscription service.

Subscribers have access to our market analysis and company research. Most importantly, they have access to our Model Portfolio.

The Model Portfolio is traded in front of subscribers with our own money, so subscribers can follow exactly what professional share traders are doing, in real-time.

Visit us for an instant, free trial.

Phone: (03) 9772 1004 | 423 Nepean Highway, Chelsea, VIC

Our team of professionals are committed to helping you achieve your business and financial goals. As qualified Accountants and Financial Planners we do more than just execute a service - we are here to help you grow your business and personal wealth

AdvicePlan is an experienced and professional team dedicated to servicing our clients' needs.
Our team of professionals are committed to helping you achieve your business and financial goals. As qualified Accountants and Financial Planners we do more than just execute a service - we are here to help you grow your business and personal financial wealth.

At AdvicePlan we pride ourselves on providing the highest quality strategic advice and service to Melbourne's South Eastern suburbs.

Phone: (02) 4341 9000 | 1st Fl, 322-326 West St (Cnr Berith St), Umina Beach, NSW

Providing Professional Business and Personal Services to the Clients since the 1970's including: * Accounting, * Tax, * Superannuation, * Financial Planning and * Investment services.

Our professional accounting, taxation and financial planning staff are qualified to provide a full range of Business, Investment and Personal services to meet our Client's specific requirements:

BUSINESS SERVICES:

* ACCOUNTING SERVICES:
Accounting Services to assist in the preparation of periodical management accounts and end of year financial statements. These financial statements can be produced on either the client's internal computerised accounting system by this office.


* TAXATION SERVICES including preparation of returns and advice relating to:-
• Income tax
• Capital Gains tax
• Goods & Services Tax (GST)
• Payroll tax
• Land tax
• Fringe Benefits tax

The firm is also actively involved with many clients each year with regard to tax planning to ensure that only the minimum amount of tax is legally payable.


* BUSINESS DEVELOPMENT SERVICES:
The firm is actively involved with many of it's business clients providing special services to help them expand their businesses and increase profitability. Those services include:
• Development of costing schedules to help clients understand important relationships of cost and volume which will enable them to set appropriate pricing strategies to ensure profitability in the future.
• Assistance with the preparation of profit and cashflow budgets so that actual performance can be monitored against budgets throughout the year in order that problem areas of activity can be identified quickly and dealt with on a timely basis.
• Accounting systems and internal control procedures, design and documentation.
• Assistance with the preparation of, or review of monthly management accounts of the business. For some clients we report on the performance of the business each month, provide other financial analysis and make positive recommendations for improvement where possible.
• Assistance with finance proposals to enable clie....

Phone: (08) 9382 8885 | 435 Roberts Road, Subiaco, WA

Westmount Securities is a long-established boutique Financial Planning firm, catering to a wide range of clientele. With a 35 year track record, we have the resources to provide high quality advice you can understand and ongoing support you can rely on.

Phone: (07) 3219 2555 | 50-56 Sanders St. Level 3, Upper Mount Gravatt, QLD

At Modoras, we provide our clients with wealth management solutions, help in planning for retirement, investment advice and more. Find your financial potential with our help!

All your financial needs come together at Modoras, where a team of financial advisors provide nothing but the best financial services, investment advice, retirement planning solutions and more. For virtually every wealth management need, Modoras can show you the way to financial success. Contact us to speak with one of our financial advisors or to learn more about our many seminars. Through better understanding, people make well-informed decisions when it comes to their finances.

Phone: (08) 8231 4709 | 431-439 King William St, Adelaide, SA

CENTRA WEALTH is a boutique Adelaide-based financial services business offering Financial Planning, Investment Advice, Superannuation, Personal Insurance, Trading and Market Education services.

CENTRA WEALTH is a boutique Adelaide-based financial services business offering Financial Planning, Investment Advice, Superannuation, Personal Insurance, Trading and Market Education services.

Our approach to investing is unique - we empower our clients to make better investment and trading decisions through our dynamic approach to the investment markets. We combine Fundamental Research with our Technical Analysis of price and volume trends and overlay that with Market Cycle patterns to identify WHAT our clients should invest in, WHEN they should invest, HOW MUCH to invest, and HOW LONG they should hold that investment for.

Phone: (07) 3368 2727 | Suite 15, 220 Boundary Street, Brisbane, QLD

Chris Humphrey Private Wealth Management is a boutique Brisbane financial planning practice providing investment and financial advice.

Phone: (08) 8127 9655 | PO Box 305, Welland, SA

Adelaide Financial Planner - here to help you navigate the financial obstacles on your life journey. Most people could benefit from consulting a financial planner - studies show that in most cases, those who seek financial advice are better off over time.

Adelaide Financial Planner - here to help you navigate the financial obstacles on your life journey. Just about everyone could benefit from consulting a financial planner - it's not something that most of us think that we need or can afford, but studies show that in most cases, those who seek financial advice are better off financially over the long-term.

Adelaide Superannuation Advice - just about everyone in Australia has a superannuation account - that makes you an investor! It's your money, so what measures have you taken to ensure that it's invested according to your needs? If you can't answer that question, then you need advice - we can help! In many cases our fee can be paid by your superannuation fund - so why not get advice to help you meet your retirement goals.

We can visit your at your home or office, in metropolitan Adelaide, at a time that suits you - business hours, evenings and weekends welcome.

Investment Advice Adelaide - so many people take investment advice from friends, family and associates - but are they the right people to speak to? Yes, the people you love and trust may have your best interests at heart, but do they have the knowledge, qualifications and access to specialist resources to help you navigate the ever changing financial environment? We can help! We have the information you need, we know how to get the results you desire, we have to act in your best interests - it's the law! Contact us today for a no obligation consultation.

Financial Advice Adelaide - whether you're just starting out in the world or approaching retirement, you should be able to benefit from financial advice. Even with something as simple as buying your first home, many people make mistakes that end up costing them thousands of dollars in the future. You may not think that there is anything complex about such a transaction, but we will help you navigate the obstacles that you haven't even thought about - those that may be 10, 20 or 30 years away. Making the right choices today can help you out greatl....

Phone: (02) 4385 3852 | PO Box 3163, Wamberal, NSW

We are passionate about pushing down the costs of investing and receiving Financial Advice in Australia. We are a Fee For Service Financial Planning business with service offerings tailored to different client needs. We do not accept commissions.

Phone: 0431 517 455 | 3 Grose Street, Leura, NSW

Helping you make the smart decisions with your money. We are a full service financial advice firm helping with Self Managed Super, retirement planning, life insurance advice, superannuation, investments and property investment.

Helping you make the smart decisions with your money. We are a full service financial advice firm helping with Self Managed Super, retirement planning, life insurance advice, superannuation, investments and property investment. We will work with you to get achieve the best financial outcome in your tax (with your current accountant), your superannuation and your personal insurances.

Phone: (07) 5443 7364 | Suite 6, 22 Ocean Street, Maroochydore, QLD

We cater for individuals, family groups and syndicates looking to own direct property through Superannuation. We cater for the real estate, mortgage broking and building industry through administration of marketing solutions to their existing client base.

Phone: (07) 3230 2600 | Ground Floor 55 Little Edward Street, Spring Hill, QLD

Harness Financial Services is based in Spring Hill, Brisbane and provides financial advice in South East Queensland. We specialise in taking the time identifying your goals, developing our strategies to achieve harness outcomes though honest communication

Phone: (03) 9439 9977 | Suite1, 741 Main Road, Eltham, VIC

Engaging our Financial Planning service will ensure that you have the very best chance of meeting your goals and objectives. Our strategic advice based solutions are open, ethical, honest, free from bias and always in your best interests.

What we are all about...

1. Delivering what we promise
2. We won't bamboozle you with jargon
3. Transparency of fees
4. Strategy not product

Delivery - When we make a commitment to you, we expect to deliver; we will return your calls and emails and provide you with a superior customer service experience, both initially and during our relationship.

Confidence - It is important that you understand your individually developed strategy. It is our intention to provide you advice in a clear and concise manner; we will continue to work with you closely to ensure you are confident about your strategy, prior to proceeding.

Transparent - Our clients are charged a fee for advice and ongoing fees in line with the complexity of the advice, the time taken to prepare, implement and manage the strategies, and the value the advice brings to you (which we will clearly demonstrate). All fees / costs are clearly disclosed to you in writing.

Strategic - We seek to help our clients achieve their lifestyle goals by ensuring they take advantage of the best strategic advice available, we focus on strategy first and then, with the help of quality independent research, select superior investments and personal insurances

Cost of Advice

We are a fee for advice financial planning practice. We charge our clients a fee for their initial advice and a fee for any ongoing advice they may require. The cost of our advice will be proportional to the complexity, the time taken to prepare, implement and manage the strategies, and the value the advice brings to you. Our initial meeting with you is free of charge during which we will be able to provide you an estimate of the cost of our advice.

Experience Counts

Shaun Thatcher is the Principal and Senior Financial Planner at WealthCare Financial Solutions and has been a financial planner for more than 15 years, and has worked in the industry for his entire 25+ year career. Shaun is a CFP® or CERTIFIE....

Phone: (07) 5523 3004 | 1/43 Greenway Drive, Tweed Heads South, NSW

Our firm currently employs 10 staff specialising in a number of key areas, providing a complete solution to our clients? financial needs. Our professional team ensures our clients are taken care of and have comfort knowing they can speak to a specialist a

Fusion Financial Solutions provides a variety of services specifically tailored to meet our client's needs. Our highly experienced team offers quality advice, focused on securing your financial and lifestyle goals. Areas of expertise are:
◦Retirement planning
◦Maximising superannuation
◦Self-Managed Super Funds
◦Taxation planning strategies
◦Debt management
◦Wealth protection (insurance)
◦Saving, budgeting & investing
◦Aged care advice

Our advisers have an extensive background in taxation, benefitting our clients with comprehensive financial advice while keeping taxation planning strategies in mind. If you are looking for guidance, we offer a complimentary upfront consultation to determine if we are able to help you reach your goals. We encourage you to seek professional advice from a reputable adviser.

Phone: (03) 9781 4500 | 7/395 Nepean Hwy, Frankston, VIC

The Intelligent Financial Group (The IF Group) is an expert financial services company that specialises in the total context of individual and business needs. Our focus is not just accounting and tax, but your entire financial picture.

Phone: 0418 473 788 | 18 Birkalla Terrace, Plympton, SA

Financial Planning is one of a number of fields of expertise necessary for anyone who wants to build and protect their financial independence and transfer wealth tax efficiently to their loved ones.

Phone: (08) 9330 8886 | Suite E13, Plaza 817, 817 Beeliar Drive, Cockburn Central, WA

Complete Financial Solutions are a multi-award winning financial practice with over over 30 years experience in providing advice to enable our clients to achieve their financial and lifestyle objectives.

To achieve your ambitions in life, it is important to come up with a sound financial planning strategy to make your money work better for you.

At Complete Financial Solutions our team of financial advisers have years of experience in helping people to put it all together. Financial Planning is a multi facet concept, involving many areas of importance. Having the ability to pull all of these important areas together to achieve your goals & protect your lifestyle and that of your loved ones so that you have one cohesive plan that covers all of the bases and then can be modified as you are confronted with the ever constant change that lies on the path ahead is not an easy task. But it is one that we at Complete Financial Solutions are very comfortable with; we have been doing it for many years.

Phone: 1300 852 017 | Level 15, 100 Pacific Highway, North Sydney, NSW

Dixon Advisory is a privately owned financial advice firm supporting Australians to reach their retirement and lifestyle goals through self managed super funds (SMSFs).

Dixon Advisory is a privately owned financial advice firm supporting Australians to reach their retirement and lifestyle goals through self managed super funds (SMSFs). We partner with a wide range of people to help them achieve the goal of a secure financial future. Since 1986, we have grown from a local pioneer in SMSFs to a 350-strong global company of employees - including accounting, investment, estate planning and financial advice specialists.

Phone: 1300 852 017 | Level 2, 250 Victoria Parade, East Melbourne, VIC

Dixon Advisory is a privately owned financial advice firm supporting Australians to reach their retirement and lifestyle goals through self managed super funds (SMSFs).

Dixon Advisory is a privately owned financial advice firm supporting Australians to reach their retirement and lifestyle goals through self managed super funds (SMSFs). We partner with a wide range of people to help them achieve the goal of a secure financial future. Since 1986, we have grown from a local pioneer in SMSFs to a 350-strong global company of employees - including accounting, investment, estate planning and financial advice specialists.

Phone: (08) 7120 9300 | 592 Portrush Road, Glen Osmond, SA

Wotherspoon Wealth is Adelaide's first truly independent financial advice firm, offering truly independent and impartial investment advice to ensure your best interests come first, every time.