The BEST Financial Planning in Sutherland Shire NSW

Welcome to the world of financial empowerment, where James Hayes stands as your dedicated guide on the journey to financial security and well-being. With a wealth of experience and a commitment to personalized financial solutions, James is your go-to expert for a seamless transition to retirement and beyond.

Citrine Money is your trusted investment property loan partner. Owner, Jake Brennan, is a mortgage planner who works with clients with existing property and debt portfolios or who are looking to borrow to invest in property. Citrine Money are experts in residential investment property loans, construction loans for investment properties, refinancing, Self Managed Super Fund (SMSF) loans, NDIS Loans, and debt portfolio management.

John Alam & Partners is a family business that was established in Engadine in 1992 by John and Mary Alam. After spending almost 30 years building a successful accounting and financial planning practice, they sold the financial planning practice to their son, Jerome Alam, who continues as John Alam & Partners. The accounting practice was sold to John’s cousin, Charlie Alam, and is operating as CTA Accountants. Jerome Alam has worked for John Alam & Partners since 2007 and has been a financial adviser since 2012. He values the trusting relationships he builds with his clients and continues to assist them in achieving and maintaining the lifestyles they desire.