The TOP 10 BEST Investment Services in Jewells NSW

Shartru Wealth provides financial advice to families and individuals. A holistic service to assist you reach your financial goals.

Rick Latimore and Chris Keating established When Financial Solutions Newcastle in 2022, as one of the few independent financial planning offerings in the Hunter region. We believe that advisers should be independent from product manufacturers, so they are free to serve our clients and our clients alone. We are committed to independence, evidenced in three ways: We are commission-free and don’t receive incentive payments from product manufacturers and; We don’t have any ownership links or affiliations with product manufacturers; We don’t charge asset-based fees. Our advice is unbiased, we are free to recommend any product approved by two independent research houses. Our Advice Approach Care and consideration – we take the time to understand and align our advice to your values and beliefs. Confidence – help facilitate confident spending decisions Respect – It is your money, and we plan to build on your success Beyond money –success is more than just money. Flexibility – we plan to adapt to changes in your life, Collaboration – work closely with your trusted relationships. Our Investment Beliefs Transparency Quality Diversification Cost and fees matter Discipline Rick has worked in financial services for more than 15 years, and as a financial planner for almost 10 years. Chris has worked in financial services since 2008, and as a financial planner for more than 10 years. They both worked at Stateplus / Aware Super Financial Services, gaining extensive experience in retirement planning and have a deep knowledge of the complexities of government-defined benefit schemes. We support our clients with many different products, including, but not limited, to Australiansuper, Aware Super, Hesta Super, Colonial First State, Unisuper, Australian Retirement Trust, Vanguard, Macquarie Wrap, Rest, HUB24, BT, IOOF, Netwealth.

Secure your home loan with East Coast Finance Group in Newcastle. Since 2000, our respectable mortgage brokers have been continually providing the best selection of home load products and finance solutions. With more than 35 years' experience in dealing with home loans and investments you find you have a large selection of lenders you can take advantage of including ING Group, Bankwest, Commonwealth Bank and NAB, to name a few. Whether you need insurance or superannuation advice our financial experts will find the tailored option to meet your specific needs. We also have after-hours appointments available and will come to you anywhere in the Newcastle and Lake Macquarie region. Save money and time with honest and sound financial advice from our local mortgage brokers. Take the stress out of finding the right loan for you and call East Coast Finance Group today.

Pye Financial Group. As your Financial Advisor, we are committed to helping you take control of your planning and find peace of mind that comes with building a secure financial future. Our focus is on establishing long term relationships that are based upon the understanding of where you are now, and where you want to be in achieving your goals. We can provide ongoing guidance and qualified advice in the following areas; Investment Advice, Superannuation including Self Managed Super Funds, Retirement Planning, Centrelink advice, Cash Flow & Budgeting, Debt Consolidation, Wealth Creation, Home Loans, Personal Insurances and Personal Banking.

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.

Capital Property is based in Newcastle and is currently providing property services to clients all across the Eastern Seaboard. We research, source and analyse properties from all over Australia, selecting the best properties from locations within Sydney, Melbourne, and Brisbane to suit our clients' needs. Everything we do at Capital Property we do to help you attain your life goals. We recognise that while money may not always buy happiness, it does enable greater freedom in the way you choose to live your life. We separate emotion from purchase and position you to create real, long-term wealth through property. Using the investment in the best way possible to maximise the benefits to you as the investor, we deliver results to you, because our clients are our focus. Property is an investment that people trust, but for a long time it has been a case of buy and hope. You want security and returns on your investment through income and growth and our role is to take the guess work out of the equation. We have identified the historical drivers of property price growth in Australia and consider each of these drivers in our search for investment grade properties.

We are a team of specialists that have a wealth of experience constructing investment strategies to benefit the New Investor to the Experienced Investor. We have access to varied designed profitable properties in The Hunter Valley and through out Australia. Property management can be a mechanism for wealth and there is a lot of investors who have made money. You could replace your career with with property investing. There are a few traps for new "players", and we are here to help the first time investors by guiding the way and for the experienced investors we can find the right property for your needs. Our fee to You is Free - We do charge a small Commitment fee, that is totally refundable. Property of the Day If you're looking for the best Investment Property of the Day, Contact us. Direct 0414 41 1144. Tailor a Strategy There are many traps for the first time investor, but we are here to help. For the experienced investors we can find the right property to compliment your needs. We can tailor a realistic strategy that will fit your budget and achieve your Goals. All you have to do is, tell us what your future looks like and we will build it for you. Your Investment Loan We can help you with the right Product Design for your Investment Loan to work for you. Although interest rate is important its not as crucial as Product Design. Product Design has proven to be the main tool to having an highly successful investment strategy. Increasing the Return on Investment will have you building your Portfolio far quicker, so you will be enjoying your Goals far sooner. 0% Virtual home loan, an investment is positively geared to pay the Investments mortgage plus the Investors Home Loan payments. Property Management The right Property Management Team, will free up your time and provide valuable information while your strategy is working towards achieving those important goals. Give us a call on our direct line today for an obligation FREE talk about your plans for the future.