The BEST Asset Protection in Teralba NSW

We are accountants, financial planners, tax advisors and business strategists whose aim is to help you achieve financial success. Our advisory services are an extremely valuable part of what we do, giving you guidance to effectively manage your finances, develop an effective tax strategy or increase your future profits. Created in 2021, Collective Financial Partners is the result of the combination of two successful businesses – Bridges Lake Macquarie and WP Partners – to become a united independent brand. Collective Financial Partners will offer you more options, additional expertise, and further benefits, as well as the same financial specialists that you’ve become so familiar with. With offices based in Boolaroo and Thornton, we aspire to provide a range of services and quality experience that is in line with your unique financial needs and reflects the communities we operate within.

At various stages in life we all have to deal with some big decisions. At Oneplan Life we understand that our clients all have their own journeys through life, and our financial consultants are here to help you through it as unscathed as possible. We specialise in Newcastle life insurance and superannuation, providing you with sound and knowledgeable advice about your options. Spanning over personal insurance, business insurance and superannuation, our friendly and professional team at Oneplan Life offer advice for a range of insurance covers. These include life insurance, income protection insurance, business expenses insurance, trauma insurance, wealth and asset protection, disability insurance and estate planning. Let the compassionate consultants at Oneplan Life help you create one easy insurance plan for many facets of your life. Whatever your life insurance or superannuation needs, we are passionate about finding the right cover for your unique circumstances at the right premium. We have trusted partnership arrangements with many financial companies and are an authorised representative of Guardian Advice. Guardian Advice deals with all aspects of financial planning, specialising in life insurance advice. Established in 2001, One Plan Life has been helping many clients find the right insurance cover for many years. Our boutique practice specialises in tailored solutions to meet the individual's financial needs rather taking a one-size-fits-all approach. Talk to our Newcastle consultants today and discover true peace of mind.

With Benchmark, there's no more squeezing in your business around finance matters. We come to your office, home or other local meeting place at a time that suits you, so you can fit your accounting around your income earning activities. If you have or are considering a Self Managed Super Fund, we can help you with establishing and managing your fund, including monthly reports and pension strategies and advice. We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer.