The TOP 10 BEST Financial Planning in Wimbledon NSW

Weekes Accounting & Advisory is founded on our tag line “Personal Attention. Professional Solutions”. The business has been providing tax, accounting and auditing services to the Bathurst region for over 15 years. The team at Weekes Accounting & Advisory is fully qualified, experienced and ready to help you get on with your business. Weekes Accounting & Advisory is about relationships – relationships with our community, with local businesses and most importantly with our clients. The business world can move fast and it requires constant attention and change to stay ahead. At Weekes Accounting & Advisory, we use the very latest in technology and together with our extensive experience and training our team can make a difference to help you understand where you are, where you want to be in the future and how you are going to get there.

Henry Melville & Co Chartered Accountants provide taxation and financial reporting solutions to individuals and a diverse range of small to medium enterprises. Whether its completing your tax return or helping you plan for success in your business or personal finances, we want you to benefit from our knowledge and experience. We pride ourselves on creating client peace of mind by clarifying taxation complexity, managing compliance and mentoring financial goals to reality. In essence, we like to make complicated financial stuff easy for our clients – make us the trusted professional partner in your financial future. Practice principal, Therese Melville CA CFP has over 20 years of experience in providing professional accounting and financial advice to regional and metropolitan clients. Therese and her staff welcome new clients and would be pleased to meet with you for a confidential discussion of your requirements.

Reliance Bank is a Member Owned bank that offers a wide range of financial products and services to our Members and their families Australia wide. We are focused on delivering value to our Members. All the surplus earned goes back to our Members in the form of better interest rates, products and services. Our organisation originally started in 1967 as Torrens Credit Union when a group of Lands Title office staff got together and decided to form a mutual financial institution for the benefit of all Lands Title Office employees. Since then, we have expanded and merged with several credit unions in the Central West area including Mid-West Credit Union in 1994 and Landmark Credit Union in 1992.

Effective financial planning and wealth management firstly requires a solid understanding of your personal finances. It then requires the ability to help you make sound investment decisions, good awareness of the opportunities and risks, and careful management of investments. Get the guidance you need from our Thrive Plan Financial Planning team. Located in Orange, NSW we are here to help protect and grow your wealth. Let it be the key to the lifestyle that you and your family want.

PWM Advice works a little differently. We look beyond the numbers to see your lifestyle and the people behind the figures. Rather than focus on individual services we want to understand how you live and what your financial goals are, no matter what stage of life you're in. PWM Advice works for you and not major software, advisory or tech companies. If we think you need help, we will only refer you to people we trust and use ourselves. We will never accept kick backs or compromise your information. We pride ourselves on treating everyone equally. We see everyone as an individual, which allows us to all connect with different types of clients from all stages of life.

Personal Best Accounting believe that no matter what you do in life you should always try and do your “best”. Whether it be spending time with the family, building meaningful friendships, your career, exercising or personal time. By helping you focus better on your personal or business financial goals, Personal Best Accounting can help you create and manage your finances. As everyone’s idea of “financial freedom” is different, Personal Best Accounting strives to partner with every client to forge a close professional relationship. This relationship aims to assist you to achieve your own financial freedom whilst meeting your tax compliance needs. Personal Best Accounting was built on the idea of being a one stop shop in relation to taxation, accounting and business development matters. Mark Potter, as Director of Personal Best Accounting Pty Ltd is able to put into practice his unique accounting and financial planning ideas gained from over 25 years’ experience in the industry. From the latest in cloud based accounting products, business start-up advice, rental property advice to industry specific performance measuring forecast tools, Personal Best Accounting is your one stop shop. In 2019 Personal Best Accounting relocated to Bathurst where it is ideally situated to service all of regional NSW.

The first and most important step in any financial plan is developing the most appropriate financial strategies for your circumstances, and that is what we do at Orange Financial Planning. With over 10 years’ experience in home lending, banking products and financial planning, Tyron Mitchell has a wide range of industry experience, specialising in budgeting, investments, insurance, taxation, superannuation and planning your retirement. Located in Central Western NSW, our services are available at our office locations in Orange, Dubbo and Bathurst NSW by appointment. At Orange Financial Planning, we believe in focusing on every aspect of your life, as each area can affect another. So as shown below “Your World”, it is important to understand your: Goals, Concerns, Interests and Current and Future situation.

I created Wealth Train to give great financial advice and coaching to people in their 30s and 40s... people of my generation who have the time ahead of them to take steps now to build their wealth. I'm helping younger generations cut through the confusion and information overload, avoid costly mistakes, and set up a clear and easy-to-follow path from where they are now to the money and lifestyle results they want. Whether you’re just married, buying your first house, raising a family or just trying to get ahead, I'll help you make smart financial decisions and understand your money options – so you can create the wealth you need to fully experience life! My clients want to find their perfect balance between their lifestyle now and in the future. I'll work with you to make sure you can enjoy your lifestyle today whilst setting yourself up for the future. Cheers, Daniel McGregor

pmwPlus is the leading accounting and advisory firm in Orange NSW. With over 60 years’ history serving the community, pmwPlus is a multi-disciplined business consulting, accounting and financial planning firm. pmwPlus is your go-to for all things finance and business. We aim to be your accountant and advisor in business and in life. The team at pmwPlus know how important it is for business owners to have a reliable accountant. One who understands the challenges faced by business owners daily. pmwPlus provides tailored, personalised and practical consultation, no matter your situation. The pmwPlus team are here keep you on track to achieve your goals. Talk to us today to find out how we can help you.

Pip has been a financial planner for 20 years. She loves to get to know her clients and provide a very personal level of advice that can only be achieved by building a relationship with them. Pip loves her life in Orange and has a husband Richard and three children. She has really enjoyed being involved in community activities for the children and now is loving being able to branch out into broader community activities and particular enjoys her work with Hot Meals Outreach in Orange. Pip has a Bachelor of Economic, a Diploma of Financial Planning and is a Certified Financial Planner. Ben has been a financial planner for over 15 years. Ben's focus is to build a relationship with his clients and develop the confidence that taking control of your finances provides Ben was born in Orange and while he moved away to Sydney for a few years after university came home and loves the region. He has been involved in many local community activities and has especially enjoyed being involved in coaching junior sport. Ben has a Bachelor of Business (Finance), Advanced Diploma of Financial Planning and is a Certified Financial Planner.

Zurich Financial Services Australia (Zurich Australia & New Zealand) is the local arm of Zurich Insurance Group (Zurich) – a leading multi-line insurer that serves its customers in global and local markets. For 100 years, Zurich Australia & New Zealand has combined global expertise with local care to provide leading wealth and insurance solutions for our customers. We are passionate about our purpose to ‘create a brighter future together’ and use our resources to contribute to the communities in which we serve through disaster resilience, community partnerships and sustainability.

At Daniel Crump Financial Planning there is no clock watching, so we are free to go the extra mile if that is what it takes. It is important you understand your options. We take the time to compare the possibilities and help you understand what you can and can’t achieve. We make the effort to get things right, whether that is when we are placing your investments, making changes to existing investments or making sure you receive your full age pension entitlements. We are flexible in how we provide our services. We are happy to meet with you face-to-face either at one of our offices or even at your home. If that is not possible, we can video-conference or use the phone. It is up to you.

20-20 Active is one of the for purpose services offered by Inspired Ventures based around the single premise that genuine service comes from active relationships with not just business owners but the business itself. With decades of experience with businesses locally, nationally and internationally across many professional disciplines we are well positioned to provide expert assistance to businesses and individuals on all matters from simple to complex. Our On Purpose with Purpose principles are about appropriate strategies, planning and execution based on well considered and balanced concepts that limit risk while at the same time maximise value based outcomes.

At Hazell & Field, our clients come first. What sets us apart from other accounting firms is our innovative and proactive approach. Our core services such as tax and compliance are undoubtedly important, but it’s questioning the status quo and making improvements to our client’s situation that’s really important to us. We provide a proactive, responsive and professional service that helps you get the most out of your business. We are changing the way rural businesses interact with their accountants by providing a complete service offering to you – our clients – across the life of your business as well as your personal financial and investment needs. And, throughout the process and for the duration of our working relationship, there’s a common theme – adding value to our client’s situation. We want to make a difference to you, we want to help you improve – that goes to the heart of who we are and why we are different. We pride ourselves on this and ask you to hold us to account on this commitment, which we achieve through innovation. As well as taxation services, we also advise on business improvement, business structuring and asset protection, SMSF and financial planning as well as estate and succession planning.

Blow Financial Services is an Accounting firm based in Forbes NSW. We specialize in all SME Accounting services including Individuals, Companies, Trusts and SMSF. We offer both personal and business accounting services including Income Tax Returns, Tax & Business Advice, Tax planning and Compliance, Financial Statements, Budgeting, Single Touch Payroll & Bookkeeping Services including Cloud Based Accounting. Blow Financial Services has been operating in Forbes since 2006 and we pride ourselves on personalized service. As we are a small firm of just two Accountants all our focus is entirely on our clients. We are committed to forming strong one on one relationship with you to support you and your business. Now is the perfect time to prepare for the start of a new Financial Year. Please feel free to call either Sarelle or Sarah to discuss how we may be able to help you 02 6851 2122 or Email: sarelle@blowfinancial.com.au