The TOP 10 BEST Financial Planning in Clifton NSW

Having both worked in large-scale financial services firms since 2005, Nathan Hancock and Nik Preiner dreamed of opening a boutique financial services group in a small community-centric coastal town, close to a major city, where every financial need is serviced under one roof to help people build the life they envision. After feeling disillusioned by the corporatisation of the industry at large, and noticing the apparent disconnection between the twenty-and-thirty-something-demographic and their finances, Nathan and Nik set out to fill a gap in the market for a truly personalised and engaging financial services offering that caters to all ages and stages of life. Imagining a niche financial services group based on creating a unique customer experience and the need to start a dialogue about how to achieve long-term financial security without compromising on lifestyle - they set out to simplify complex financial terms and strategies, making them digestible and above all, relatable. Nathan and Nik began building a business model that integrates premium services, a boutique aesthetic, strong attention to detail and a focus on building a connected community of like-minded people, investing in their futures. In 2014 The Wealth Connection was born, bringing their vision to life.

Who are we? We're mortgage brokers. We'll help navigate you through the competitive and ever-changing mortgage landscape to find the right loan for you. We'll go into bat and negotiate on your behalf, and we'll make the process as simple as possible for you, geared up to deliver fast results. We'll help you avoid the pitfalls, and we'll find loan features to suit your personal circumstances. Why use us as a mortgage broker when looking for finance? A mortgage broker is someone who shops around for the home loan that's right for you. Whether you're in the market for your first home or building a portfolio of investment properties, we have access to hundreds of loans from a host of Australia's leading lenders. We do the hard work for you. We make sure you get the right home loan for your circumstances and will manage the process from start to finish. When should you see us and what can you expect? You can see us at any stage in your financial journey. You might still be saving for your first home, wishing to use the equity in your current one, or wondering if you're still getting the right deal with your existing lender. You can make an obligation-free appointment with us at a time and place that suits you. We will ask about your financial circumstances and objectives to find out what's important to you in a home loan. For example, flexibility might be important because you plan to start a family or you may want ready access to equity for a rental property or renovations. Whatever your plans, we will research the market and recommend the right home loan to suit your needs. We always look for the right loan for you, not the lender.

When you need corporate advice, financial planning services or help with your tax, visit Accounting by Maynes Rutty in Unanderra. We have the tools and experience to assist you with your financial needs.

Talk to your local Warrawong registered tax agents and accountants for helpful advice and assistance in all financial matters relating to accounting and taxation. We're happy to help.