The BEST Financial Planning in Lake Mary QLD

Harvard Wealth is the Rockhampton financial planning company providing extensive experience in assisting clients build their wealth. We offer flexible services to suit your objectives and requirements. Our areas of knowledge include future wealth building, small business advice, preretirement planning, insurance planning and advice following redundancy. At Harvard Wealth, we help you define your lifestyle and financial goals. At Harvard Wealth, we can apply our knowledge to assist you. We ask, we listen to you, then research and recommend appropriate financial plans for you and your circumstances. We provide financial assistance and advice for clients throughout Rockhampton, Emerald and Central Queensland. If you are looking for advice to ensure wise investments or protection of your assets, speak to Harvard Wealth. Or, come along to our quarterly seminars to stay up-to-date with current financial assistance and guidance.

Here at Finance First, in conjunction with Australian Finance Group, we offer a broad range of diversified financial services and wealth solutions. Our principal, John MacMaster, has assisted thousands of clients to arrange their mortgage funding. He also helps clients to terminate their debt and build their wealth, while protecting themselves against the risks that can happen along the way. Whether you are a first home buyer, refinancing your home loan, investing in property, or want more information on how to best manage your finances, you need look no further. With well over two decades of experience under his belt, John brings with him an unbeatable combination of qualifications and expertise. For more information, or for a confidential discussion about your finances, pick up the phone and contact us now.

Shanahan Swaffield Partners is the result of a merger of two well respected Central Queensland accounting firms (Michael Shanahan & Co and Olive Swaffield & Associates). The primary purpose of this merger was to establish an accounting firm that will deliver a quality professional service, offer economies of scale and provide clients, from a multitude of industries, with a full spectrum of services including Taxation, Accountancy, Auditing, Finance & Insurance, Investment Advice, Business Services, IT Support, SMSF and Bookkeeping Services. Shanahan Swaffield Partners have offices located in Rockhampton and Yeppoon, our dynamic team can assist your business with any accounting, auditing and tax compliance requirements right through to investing money for wealth creation. SSP Business Services Pty Ltd has been established to provide value added services to keep clients on top of their businesses and ahead of their competitors. This group of people work closely with you to optimise the time spent on your business - making it as efficient as possible - thereby leaving more time for you and your lifestyle. We know that Accounting, Auditing and Taxation form only part of any business activity with many other areas in business requiring attention. For information on Government Grant applications, business management and development plans, business analysis and business valuations and other services - find out how we can grow the success of your business.