The TOP 10 BEST Superannuation - Self Managed & Funds in Cumnock NSW

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.

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.

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.

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.

We’re driven by the vision that all Australians will look forward to a retirement spent in comfort and dignity. We believe this can be achieved by engaging our members to make educated decisions about their super. We're entirely dedicated to their needs, their goals and their futures. We're one of Australia’s largest industry funds providing superannuation, advice and retirement solutions to those who teach, nurse, care, respond and help others in our communities. At a most fundamental level, our strategy and motivation has always centred on delivering the best possible outcomes for members. We were established in 1992 to provide for the superannuation and retirement needs of NSW public sector employees and their families. In 2006, we opened our doors to everyone, providing competitive-fee, low-maintenance super for all Australians. In 2011, we merged with Health Super to create one of Australia’s largest super funds. We currently manage a combined asset pool of $125 billion on behalf of our 1.1 million members and clients.Tooltip text for Operating on a bigger scale allows us to offer security and benefits through competitive fees, value-for-money insurance rates, and financial advice. So while we’ve changed in size, we’ve stayed true to our philosophy of putting members first.

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.

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.

Peter Woods & Associates is a chartered accounting firm located in Parkes, New South Wales, Australia. The team at Peter Woods & Associates are highly experienced and skilled. They are passionate about accounting and they are dedicated to providing their clients with the best possible service. Peter Woods & Associates is a great place to go for all your accounting needs. They have a wide range of experience and they can meet your specific needs. They are also a trusted advisor for many businesses in the Parkes area.

Our services include: Compulsory Acquisition/Rail, Wind and Solar Infrastructure Projects Land Tax Specialists Telecommunication Tower Site Consultancy Family Court/Plant and Machinery Property Consultancy Stamp Duty and Capital Gains Water Entitlements Valuations Dubbo Property Valuers is a reliable real estate valuation company based in Dubbo, New South Wales. I have more than 20 years of experience in the field and in-depth local expertise to help clients gauge risks in their transactions. You can count on me for stamp duty, family law, buyer's agent, asset evaluation, insurance valuation, and more.

Be one step closer to financial freedom in Dubbo with the brokers at ARTT Advice - Hillross Dubbo. Providing professional wealth management to individuals, families and businesses, we take the confusion out of financial planning to make it easier for you to manage. In a personalised or group appointment, our brokers will work with you to design and implement practical strategies to assist in achieving your short or long-term financial goals. You will experience our team's combined knowledge to be substantial, with robust systems in place to ensure you get great advice, which in turn, achieves great results. We recognise that due to changing personal situations as well as changing government legislation, it is vital to regularly review your financial goals, needs and objectives. Our review service offering can assist in all ongoing management of your financial plan. We also offer home and investment loans. Make an appointment with our Dubbo financial brokers at ARTT Advice - Hillross Dubbo today.

IEC Advisory understands that to apply accounting methodologies correctly, and to present your business performance in the optimal format, they need to work with you to understand your business. In doing so we can ensure that your business has financial reporting which is not only compliant but also supports you in driving the success of your business. Whether it be management decisions, funding proposals, contract negotiations, or strategic planning IEC Advisory has the accounting knowledge and experience to support your business. IEC Advisory aims to provide accounting services which do not just deal with what happened in the past but also support decision making for the future.

At Slater & Gordon Lawyers we offer quality legal support to locals in Dubbo. Our team want to ensure you get a positive outcome from a range of legal issues. Our lawyers take care of a range of legal problems or pursuits. Whether you have been injured or unfairly dismissed from the workplace, we can help. Our team offer professional advice for personal injury and compensation law, conveyancing, family law, wills, estates ad planning, class actions, criminal law and dispute resolution. We offer all of our legal services to Dubbo locals. Make the legal process easier with support from our friendly lawyers. Call today to speak to a member of our legal team in Dubbo.

Deciding to move into an aged care facility is a significant decision. It’s important to take the time to consider all of your options and ensure you’re making the best decision for yourself and your family. Chris Turtle is a Certified Financial Planner® professional (CFP®), an internationally recognised accreditation for having the highest education and ethical standards in financial planning. Chris enjoys helping clients achieve their financial dreams, from first home to a comfortable retirement—and all the important decisions in between. Chris believes in genuinely helping, adding value, and providing certainty of financial outcomes in the best interests of his clients. His professionalism is built on integrity and trust. If you’re looking for an aged care financial advisor in Dubbo, Orange or Bathurst please contact our office to schedule a meeting.

Business DNA provides innovative advice for clients looking to boost their business in Dubbo. Our business experts have more than 100 years of combined experience in business consultancy, accounting and tax advice. We are passionate about helping people to improve their profit and growth implementing effective solutions that work. Business planning, online diagnostics, workshops and development programs are just some of the areas we specialise in. Our team will also customise a program to help ensure your business and team succeeds! Whether you need financial management advice, or a complete organisational redesign, we use simple and effective strategies to make sure your business is running at peak performance. To speak to one of our accountants, tax consultants or business development specialists in Dubbo, pick up the phone and make an appointment at Business DNA now.

When you need quality, no-nonsense accounting services in Dubbo, come and see our team of experts at ESP Accounting. With an office right in the middle of town matched with a team that can come to you, we provide the most accessible services in the region. Let us help take the stress out of your accounting. Whether you need advice or assistance with any of your individual or business accounts, we've got the knowledge and industry experience to help. We provide comprehensive services, including business planning, business structure advice and set up, tax services as well as assistance with Self Managed Super Funds. At ESP Accounting, our experienced team are happy to help you with everything. Get in touch with us today and find out more about what we can do for you.

Why wait until the end of financial year rolls around to get your taxes in order? Consult One 2 One Business Services in Dubbo. From individual tax returns to MYOB training, we will ensure every aspect of your business is operating smoothly. At competitive rates, our bookkeeping services covers data entry, bank reconciliation and payroll compliance. We can also prepare and lodge business activity statements for you. If you're unsure if you are meeting the Australian Tax Office requirements, ask us about our procedure training packages. We will provide you with simple steps to ensure you aren't missing any possible liabilities. Whether you need an MYOB expert or require training on it yourself, our consultants will come to you. From streamlining your chart of accounts, to showing you a few shortcuts, we can make your life easier. Training packages for QuickBooks and Phoenix programs are also available. Call to make an appointment with our Dubbo bookkeepers today!

If your busy schedule is getting in the way of sorting out your taxes, call S.R. Cowell Accounting & Taxation in Dubbo. As a mobile accounting service, all meetings can be organised onsite and at a time that suits you. Competitive rates for accounting, tax returns, bookkeeping and other financial services are available. Since 2009, our firm has been assisting clients with their new business ventures. From accounting software support to business strategy & coaching, you will receive expert advice to help setup your company or small business for smooth sailing. The same tax agent who does your business planning will also draw up documents such as business activity statements, tax returns and self managed super funds (SMSFs). At S.R. Cowell Accounting & Taxation, project work and short-term labour hire arrangements can also be made for government agencies and small to medium enterprises (SMEs). Book a meeting with a qualified tax agent and consultant in Dubbo today.

Turtle Securities is a Dubbo Based Financial Planning Practice specializing in SMSF's. Our aim is to help clients make the very best financial decisions. We offer a very personalized service focusing on what you want, what you need, and sound financial advice with an eye on the finish line. With clients all across Central West and Western NSW, we can provide the sound investment information you are looking for.

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

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.

Kahibah Bookkeeping Service (ABN 99 161 028 976) has been established in the Central West town of Bathurst since 2001, providing a professional bookkeeping service to businesses in Bathurst and surrounding towns. Our team includes qualified staff with over 20 years experience in all aspects of office management and bookkeeping. Using the latest cloud accounting software (Xero, MYOB and QuickBooks) we offer online bookkeeping to all our clients. We specialise in small to medium business and can tailor our service to meet your individual requirements. A member of the Australian Bookkeepers Network

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.