The TOP 10 BEST Investment Services in Redhead 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.

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.

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.