Retirement Planning Directory

Phone: (07) 4639 4666 | 3 Little Street, Toowoomba, QLD | Web: http://www.matrixplan.com.au

Specialising in: - Life and Personal insurances - Superannuation - Self Managed Superannuation Funds - Investment planning - Gearing strategies - Retirement planning - Maximising your Centrelink benefits

Phone: (02) 8267 9999 | Level 5, 85 George St, Parramatta, Sydney, NSW | Web: http://www.gowgates.com.au

The Gow-Gates Group is a leader in Insurance Broking and Financial Services. Established over 40 years ago, Gow-Gates is committed to delivering superior service and products for your business and personal needs. The Australian owned company has a dedicat

Our Insurance Broking operation is one of the largest owned in Australia and is totally independent, allowing us to act solely in the interest of our client. Our teams are committed to finding the right balance between price and policy terms with reliable and quality insurers. Gow-Gates has achieved several awards for their high level of service, including 'NSW Broker of the Year' by Zurich.

Our Australian advisers** are supported by one of the largest institutions on the Australian Stock Exchange. We provide a holistic range of financial services to individuals for their specific requirements, budget and complexity of a personal and financial situation. This includes; Financial Planning, Lending, Superannuation, Advice and Planning, Estate Planning and Personal Insurance. Gow-Gates have received several accolades for their contribution to the industry including the ApogeeFP Leading Practice of the year award for 2007 and 2008.

Phone: 1300 566 901 | 68 Ashmore Road, Gold Coast, QLD

Insure QLD offers one professional point of contact for all your insurance and financial planning needs. Call our friendly staff today on 1300 566 90

At Insure QLD we offer you one professional point of contact for all your insurance and financial planning needs.

Our focus is on making life less complicated for busy Professionals and Business Owners. We work with business owners and busy professionals who are time poor, who are concerned about what will happen to their business and family should an unforeseen accident or illness take place and those who are uncertain about their financial future and what their retirement might look like.

We help them free up their time by taking the financial burden of their back, make sure that our clients are financially secure and have money when they need it most and we also help to give them the certainty and peace of mind that quality insurance protection and retirement planning brings.

We can guide you through the insurance maze and help you find the best plan for your specific profession, business or family situation.

Most importantly, we'll be there beside you if you ever need to make a claim.

Our clients receive the personal attention they deserve which larger practices often have trouble matching. We take the time to understand your business so that we can give you the advice and support you need for your particular situation.

We are passionate about protecting your assets and securing your financial future. We appreciate that we are the practice of choice for our clients and we work hard to provide real insurance and financial planning solutions to protect your assets and secure your financial future.

We offer a comprehensive range of insurance products with leading insurers to ensure you get the highest quality and best value for money insurance and financial planning solutions.

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 667 702 | Level 1, 167 Logan Road, Woolloongabba, QLD

Aspire Retire Financial Services is an award-winning financial services firm in Woolloongabba, Brisbane that offers a no commission financial planning service to clients. Services cover Financial Planning, Superannuation Services, Insurance and Finance.

Phone: 1800 004 047 | Level 9, 225 Clarence Street, Sydney, NSW

Independent financial advisors offering help with estate, investment, tax and retirement planning and cash flow management.

Phone: (08) 9456 5444 | 97 Bennett Drive, Canning Vale, WA

Come in and experience our unique family financial planning team. We can help you with your superannuation, investment and insurance needs just to name a few. Call us today to see if we can help you.

Phone: (02) 9326 6266 | 19 Wansey Road, Randwick, NSW

Independently owned financial advisory business located in Randwick run by chartered accountant specialising in SMSF advice, wealth management, advice on superannuation and retirement planning, insurance and salary packaging.

Phone: 0430 439 971 | Norwest Boulevarde, Castle Hill, NSW

Mandalay Wealth Management is an independently owned financial planning firm and is based on delivering results, building long term relationships with clients and successfully partnering with them on their life journey. Clear,Concise,Trustworthy Advice.

Phone: (02) 6023 2300 | 448 Wilson Street, Albury, NSW

Financial & retirement planning, Personal Insurance. Professional advice & personal service.

Phone: (08) 9583 5299 | 1/6 Marco Polo Drive, Mandurah, WA

Merideon Wealth Strategies provides tailored strategies to help you grow and protect your family's wealth. We work closely with our clients and their advisers to understand your situation and goals to develop appropriate strategies for achieving them.

Phone: (03) 9530 0770 | 562 Glenhuntly rd, Elsternwick, VIC

At Nova Capital Securities (Novsec) we have a team of professionals that will provide you with comprehensive advice on superannuation, insurance, lending, investment, and estate planning.

Phone: (03) 9690 6254 | PO Box 2059, South Melbourne, VIC

Transition to retirement Melbourne - speak with an experienced retirement planner about every aspect of this important phase, so it is a positive time

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: (02) 9290 1900 | Suite 504/ 267 Castlereagh Str, Sydney, NSW

Financial Planners,our advice covers Monthly Budgeting, Investments, Retirement Planning, Superannuation, SMSF, Debt Management, Mortgage Brokers, Banking products, Leasing and Business Finance : First appointment at our cost

Phone: (02) 9295 9800 | Level 9 23-25 OConnell St, Sydney, NSW

Kinetic Financial Planning is a dynamic and energetic full service advisory firm. Our Advisers specialise in: - Investment & Retirement Planning - Wealth Protection & Insurance - Self Managed Superannuation Funds & - Estate Planning

Phone: (07) 5536 6227 | 25 Florence Street Tweed Heads, Tweed Heads, NSW

BDS is a family based accoutancy business that will do your bookeeping for you or assist you with do it youself bookkeeping to enable you BAS return to be lodged accurately and on time.

Phone: 1300 969 488 | Level 6, 49-51 York St, Sydney, NSW

We are an innovative Accounting and Financial Planning firm headquartered in York Street in the Sydney CBD. We specialise in serving individuals and Small and Medium size business and help them reach their highest financial potential

Phone: (03) 5143 7400 | 93-95 Raymond Street, Sale, VIC

MG Financial Planning, your wealth accumulation and retirement specialists. Our mission is to focus on our client's best interests in every situation and help them to achieve their financial and lifestyle goals.

Phone: (07) 4078 0900 | Level 2, 8 Rankin Street, Innisfail, QLD

We provide financial planning services to enable our clients to achieve their financial and lifestyle goals. We assist with their superannuation needs, their investment needs, home loan finance, personal insurances, and advice on asset allocation.

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: (08) 9791 6111 | 2/31 Victoria Street, Bunbury, WA

Financial Planning, Superannuation, Life and TPD, Trauma and Income Protection Insurances, Shares, Retirement Planning, SMSF, Investments, Estate Planning, cash flow analysis, budgeting,

Phone: (07) 4306 7240 | Shop 2 - 130 Bourbong St, Bundaberg, QLD

Elders Financial Planning Bundaberg is a business that provides personalised advice to clients of all ages.Peter Doohan, the adviser provides advice on investments, retirement, superannuation, life insurance and Income protection and other financial servi

Phone: (03) 8532 0000 | Level 9, 606 St Kilda Road, Melbourne, VIC

The Ebony Rose Group has been established for over 25 years and is a highly respected and professional financial planning business. We can provide you, your family and your business with advice on insurances, super, retirement planning, and much more.

We will work within our "12 Points Of Culture" to make certain that everyone who experiences Ebony Rose will benefit greatly and in some way, move closer to becoming the person they want to be, or achieve the goals they want to achieve.

We will eliminate the mystery and the fear associated with wealth creation, wealth preservation and maintaining your lifestyle in retirement.

Most importantly, the strategies we implement for our clients will safeguard and preserve their wealth in times of economic downturn and personal need.

Our Mission is to help our clients achieve "Peace of Mind" in knowing that their family's and their business's financial future is in safe hands.

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: (08) 6380 1422 | 510A Hay St, Subiaco, WA

We are a responsible and professional Financial Planning business based in Subiaco, Perth, Western Australia (WA). Our business is a part of the Godfrey Pembroke network and greater MLC/NAB group.

Phone: (07) 5591 5083 | Level 6, Suite 30609, Southport Central Tower 3, 9 Lawson Street, Southport, Qld 4215, Surfers Paradise, QLD

Financial Planning and Mortgage Broking Services Investment Platforms: asgard, colonial first state / first choice, ing integra, macquarie wrap, mlc masterkey, navigator, ing one answer Mortgage Broking: Home, Investment,First Home Buyer & Other Loa

Phone: (02) 6583 9748 | Shop 5, 65 Horton Street, Port Macquarie, NSW

Financial Planning. Strategies including superannuation, retirement planning, Direct shares,managed funds. All types of mortgages including home loans, investment loans. Smart Decisions Creating Financial Freedom.

Phone: (02) 9324 8854 | 44 Market Street, Sydney, NSW

www.sydneyfinancialadviser.com.au james@psk.com.au James Gerrard is a Certified Financial Planner specialising in financial planning for individuals in Sydney. Why settle for less? Get the best financial advice and your own financial plan from us.

Phone: 1300 811 028 | Shop 3 Level 1 Menai Marketplace Menai NSW 2234, Menai, NSW

Jigsaw Financial Planning prides itself on helping people of all ages and from all walks of life secure their financial future. Based in Menai and Sydney CBD, we are your first choice when it comes to planning your financial future

Wholly owned by its founders, Jigsaw Financial Planning, based in the Sutherland Shire and Sydney CBD has no links or ties to any financial institution. This freedom from bias provides our clients with the greatest potential for financial success.

Our core values are empathy, trust, integrity and professionalism. We know that we need to understand our clients and we appreciate the trust clients place in our firm. We must never compromise on acting for our clients and we must uphold the highest professional standards at all times.

Your financial success & financial security and our business success are absolutely linked through every day of our ongoing relationship.

Our clients are people who understand that money is a resource that needs to be used wisely. It is not something to be obsessed with or excited about, it is not to be gambled with or taken lightly. Our clients look to Jigsaw Financial Planning for prudent advice on money matters.

Your Jigsaw Financial Planning Advisers are CFP Qualified and accredited specialists with the Self Managed Super Funds Professionals Association and hold Masters Qualifications in Financial Planning.

The Jigsaw Financial Planning team based in Menai and Sydney CBD team can assist in all facets of your financial affairs including:

• Insurance
• Risk Management
• Retirement Planning
• SMSF
• Buy Sell Agreements
• Investment Management
• Superannuation
• Estate Planning
• Estate Administration and Management
• Tax Planning
• Portfolio administration and compliance


Jigsaw Financial Planning is an Authorised Representative Number 402628 and Credit Representative Number 403200 of FYG Planners Pty Ltd AFSL/ACL 224543

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: (03) 5261 2029 | 6 Walker Street, Torquay, VIC

Davidsons is one of the largest accounting firms in Geelong. We have offices in West Fyans Street, Torquay and a office in South Melbourne. Annual Tax Returns, BAS lodgements to Self Managed Superannuation; Davidsons cater for all your accounting needs!

Phone: (08) 9445 2247 | 52 Oswald Street, Innaloo, WA

Forty Seven Financial Planning offers extensive knowledge in a range of services. We are able to provide financial guidance in a wealth of areas.

Phone: (02) 4322 8400 | Shop 5 36-40 Victoria Street, East Gosford, NSW

HNW Planning is a privately owned Financial Planning Company. HNW's foremost responsibility is to you our client. HNW financial planners can help you in arranging and coordinating your financial affairs and achieving your personal goals.

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

Astute Investing - financial planning Adelaide, is a boutique advisory practice providing financial investment advisors in Adelaide, delivering truly personalised service backed by the best research.

Phone: (07) 3821 5877 | Level 1, Unit 8, 32 Middle Street, Cleveland, QLD

Coppers N Cents specialise in Insurance and Superannuation needs for both individuals, their families, friends and businesses. Our aim is to be your Financial Partner for life.

Phone: 1300 654 266 | 33 Hotham Street, Traralgon, VIC

Financial Planner (Certified Financial Planner) AMP Accredited in Retirement Planning, Investments, Superannuation, Life Insurance, Income Protection and Estate Planning.

Phone: (07) 4153 5305 | 51C Woongarra St, Bundaberg, QLD

Bruno Festa has worked in the Financial Services industry since 1987 specialising in Self Managed Superannuation(SMSF), retirement planning advice, tax effective investment strategies, social security planning, investment selection and estate planning.

Phone: (03) 9621 1800 | 28/459 Collins street, Melbourne, VIC

Zest Wealth Advisers offers a vast amount of Financial Services that cater to any situation, to make sure your specific needs are met. Because at Zest Wealth Advisers we strive to help you achieve all your current and future financial goals.

Phone: (03) 5985 6920 | 2273 Point Nepean Rd, Rye, VIC

Financial Planner Matters is a Mornington-Peninsula based financial planning firm, providing professional advice and friendly, prompt and high quality service. We have been financial planning for our clients since 1990.

Phone: (03) 5480 0300 | 50 Heygarth Street, Echuca, VIC

Paul has over 36 years of experience in the banking & financial planning fields.He is dedicated to working with his clients to ensure they achieve their financial goals. Paul is able to provide advice on all aspects of financial planning.

Welcome to Glennen Financial Planning

Glennen Financial Planning was established to provide the people of Echuca and surrounding districts access to professional financial planning advice in a relaxed and comfortable manner.

We have been in the financial services industry for over 37 years, with combined experience of over 65 years. In this time, we have surrounded ourselves with a dedicated network of industry professionals who support our capabilities and add value to the services we provide.

Our services include:
•Superannuation
•Wealth Creation & Investment
•Retirement Planning
•Transition to Retirement
•Self Managed Super Funds
•Estate Planning
•Centrelink
•Income Protection
•Life & TPD Insurance
•Trauma & Key Person Insurance

Phone: 0411 887 209 | Level 33 Australia square, 264-278 George St, Sydney, NSW

t NB Financial Services Pty Ltd we deliver our Client Directed Experienceâ„¢, by our Financial Services Partners. NB Financial conducts Seminars and Events on Retirement Planning, Risk Management, Insurance Planning and Wealth Creation Strategy.

Phone: (07) 4957 1600 | Office 4, 1st Floor 44 Gordon St, Mackay, QLD

Magnitude Financial Planning in the Mackay and Whitsunday Region provides a broad range of financial planning and investment services for individuals, families and businesses.

Phone: 1300 692 739 | 2/37-39 Smith Street, Parramatta, NSW

OxbEy is an independent financial planning and advice business with a wealth of industry experience and expertise to assist you with all aspects of managing your financial situation and goals.

Phone: (03) 9817 7666 | 283 Whitehorse Road, Balwyn, VIC

Mandate Financial Planning is the financial speciatist that helps its customers with wealth creation and financial planning needs.

Phone: (08) 9535 7655 | 1/32 Spinnaker Quay, Mandurah, WA

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Phone: (02) 9637 4747 | Suite 1, 10 Bridge Street, Granville, NSW

Iris Financial Solutions, provides professional financial service and solutions since 1999. We have financial planners and an insurance specialist who can assist you in setting, protecting and achieving your financial goals.

Phone: (02) 9929 3343 | Lvl 7, 275 Alfred Street, North Sydney, NSW

Our purpose is to help get clients financial house in order and keep it that way, giving you the confidence that comes from knowing that you will achieve your goals regardless of what happens in the markets, economy or world events.

More than financial planners, we are confidants, coaches, strategists, project managers, partners and often friends, who will care about your financial decisions and how they affect your family and your life. We lead and manage a team of experts to give you confidence about your future so you can spend your time with the people that matter most doing the things that are more important in life than money.

We are not like most Financial Planners. What we do first and foremost is about people; we get to know them, we care about them, we become someone they can trust to help guide them and protect them (most often from their own bad decisions).
Sure we have the qualifications, access to research, a panel of experts, certifications and all of the things that are a must for being good at what we do. But more importantly, we are a family; both in our office and for the people we look after.

Our purpose is to help get clients financial house in order and keep it that way, giving you the confidence that comes from knowing that you will achieve your goals regardless of what happens in the markets, economy or world events, which means you can spend more time with the people that matter most and doing the things that are more important to you in life than money.

Phone: 1300 228 220 | 37, Dora Street,, Hurstville, NSW

Investor Wealth Solutions provides holistic financial planning services. We work with you to secure your financial future by building balanced financial plans that are developed after researching your personal, business and household situation.