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

At Country Wide Wealth, we make the complex world of finance simple. We take the time to understand your situation, and unwaveringly have your best interests at heart with everything we do. We are lifelong members of our community, and backed by global world-class research, support, and solutions, to help you meet your goals with quality advice and services. As your financial partner, we’ll guide you through the financial steps of your life, providing you tailored solutions for borrowing, investing, insurance and retirement planning, to ensure your financial security and help you reach your financial goals. About Country Wide Wealth Country Wide Wealth offers tailored financial plans and lending solutions encompassing investments, tax, retirement, and insurance, uniquely crafted for you. Serving clients here on the Central Coast, including Umina Beach, Woy Woy and Ettalong Beach, our team of experts at Country Wide Wealth is dedicated to helping you navigate the complexities of personal finance. As a distinguished and award-winning team of financial experts, Country Wide Wealth has been a trusted partner in fulfilling our client’s financial aspirations on the Central Coast and beyond for over a decade. We understand that it is a big decision to entrust someone with your finances, and we want to ensure that we will always act with your best interests at the centre of everything we do, giving you the confidence to choose Country Wide Wealth as your financial partner. Personal finances come with varying tax implications, insurance needs, and risks, and our advisers at Country Wide Wealth are equipped to guide you through each scenario, mitigating the impact of life’s unexpected events. We will take the time to listen to you, understand your situation and discuss ways in which we can guide you through the financial steps of your life, to ensure your financial security and help you reach your financial goals. Book your appointment today.

Welcome to Mortgage Choice with Terry Hinchliffe, your trusted mobile mortgage broker serving the entire Central Coast, from Woy Woy to Wyong. Based in Empire Bay, I offer flexible consultations, even after hours or weekends, either in person or via online video chat. As a Finance Broker specialised in Mortgages, Home Loans, First Home Buyers, Construction Loans, Investment Loans, and Refinancing Home Loans for renovations and extensions, my services are completely free, as the lender pays me. Contact Terry Hinchliffe at Mortgage Choice on 0459 487 396 for a complimentary consultation.

MYC Partners Accountants is a registered tax agent in Woy Woy and prepares returns for all types of entities. Our agents assist you to grow your business through exceptional financial management and compliance. We also provide management accounting services, reporting and advice. MYC Partners Accountants understand the demands of business. We have extensive experience in owning, operating and developing businesses. In fact, we have several small businesses so we know your concerns and obligations and what you need from a Gosford accountant. Our Woy Woy accounting firm can assist you with a wide range of tax planning strategies, bookkeeping, payroll services and business advice. MYC Partners Accountants also assist with setting up companies, trusts and superannuation funds. We can also help you register for GST, an ABN or a tax file number. Before you submit your return to the tax office, arrange a consultation with our Woy Woy tax consultants. We can help to maximise returns for your business.

More than your average bookkeeping service! Books and Admin Solutions, based in Woy Woy on the Central Coast, is your go-to partner for all your bookkeeping needs. With over 10 years of experience, we are a registered BAS Agent providing comprehensive services such as payroll, human resources, credit control, and admin support. Our expertise spans various industries including building, real estate, transport, beauty, logistics/warehousing, retail, garden care, and cleaning. Contact us at admin@basolutions.com.au for professional and reliable assistance. Our team see beyond the numbers. We pride ourselves in providing back-office services with a hands-on and comprehensive approach, to assist your business with all bookkeeping complexities and administrative operations. Ensuring your foundation is set up correctly can save you $$$ in the future. Investing in a qualified bookkeeper/BAS Agent will ensure your business is running smoothly and will always be compliant within your industry. We are your partner in providing the hightest quality bookkeeping and business support system on the East Coast.

Coleman Advisory (formally Coleman Farrell) was first established back in 2003. Our services include: Business Advice, Business Coach, Management & Financial Reporting, Business Structure Advice, Personal Income Tax Returns, Business Income Tax Returns, Bookkeeping Services, Quarterly BAS Reporting, Tax Planning & Advice, Cash Flows & Budgets, Xero Setup, Training & Support, Wealth Creation & Protection, Setup of Companies & Trusts, SMSFs Establishment & Administration. Our aim is to provide trusted advice so that everyone has the freedom to achieve their full potential.

Welcome to Bendigo Bank, a reputable Credit Union and Society located in the vibrant suburb of Kincumber. Our services encompass ATM and EFTPOS facilities, delivering seamless banking experiences to our esteemed customers. With a commitment to excellence, we prioritise customer satisfaction, offering a wide array of financial solutions tailored to your individual needs. Trust in our expertise, and let us accompany you on your financial journey. Join us at Bendigo Bank, where banking meets innovation and reliability.

Ace Accounting Professionals has been operating from Erina since 1998. Sue Linton is a Chartered Accountant and Tax Agent who enjoys helping both business and individual clients, and explains things in plain English.

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.

With over 15years of experience in the industry, Bluechip Solutions Bookkeeping makes sure to put our customer's needs at the forefront of all we do. Call us now and let us help your company grow! Bluechip Solutions Bookkeeping specialises in providing trusted financial assistance to meet the wide range of business needs of our clients in the Central Coast area. We are here to handle all of your financial demands so you can focus on your core priorities — in business and life. For more information, plans and pricing please contact the office today.

Founded in 2010, our family-owned business has expanded its offerings to encompass a wide range of services delivered by industry experts. These services include business growth, accounting, taxation, wealth coaching, financial planning, website development, marketing, graphic design, and software support. Our unwavering dedication is to see our clients succeed and reach their aspirations.

Collaborate Financial is dedicated to empowering our clients through expert financial lifestyle planning. Our passionate team works closely with individuals and businesses to create tailored strategies that pave the way for financial success. With a commitment to collaboration and personalised solutions, we guide our clients towards their financial goals, ensuring a secure and prosperous future. Our team have over 20 years of experience in financial planning. Call us today!

Element Wealth Solutions is focused on supporting and guiding clients to improve the way they manage their finances and to help them feel financially confident throughout all stages of life. Principal Financial Adviser Tracy Dyer, has been providing financial assistance to those in and around the Erina region for over two decades and continues to support and nurture people in reaching their financial goals. With many years experience in dealing with Centrelink, Aged Care advice and Retirement Planning, Tracy is a specialist in this area and will impart her knowledge and expertise.

Established in 1996, Fiducian Financial Services has been providing tailored solutions to meet each client's specific needs. We view it as an ongoing partnership with you, we will identify the best wealth solutions and strategies to successfully meet your current and future needs. Call us today to see how we can help you!

At Fortunity, you'll find more than just your average accountants and financial planners. We offer our partnership in the growth of your business and personal assets through accounting, audit, financial planning, business advice and compliance management. We take pride in the standard of our Central Coast accounting services. Contact Fortunity today to discuss how we can begin to work with you and your business to add value and generate wealth and performance.

Your accounting should be more than just reporting tax to the ATO. It's about understanding how to use all the available information to make decisions crucial to your business success and growth. At GrowthLogic Advisors we believe in upfront, fixed pricing for all of our services. Business is full of complex choices. At GrowthLogic Advisors we help you see the full picture surrounding your situation. We make sure the accounting, advisory and strategies we provide are holistic and aligned to your goals. Whatever your structure looks like, we are able to expertly look after your tax compliance needs. Companies, Family Trusts, Groups of entities, Partnerships, Sole Traders and Self Managed Super Funds. Nothing is a problem. We are well versed in the current expectations of the ATO – so can give you guidance and assistance to help you to optimise your tax position each year. We also assist with all your GST needs – including Quarterly or Monthly BAS reporting, applications for GST Deferrals if you are importing goods, registrations and GST Groups.

HD Accounting & Business Consultants works on simple marketing concept of 3 P's. We offer great result oriented services with the help of our qualified experts to our valued Clients.

Financial planners

Welcome to Jamicka Consultancy, your trusted partner for expert accounting services on the Central Coast. Our team of certified tax accountants and professionals are here to support your small or medium-sized business with a range of services, including bookkeeping, payroll, superannuation, and BAS preparation. With years of experience in corporate finance, we have the knowledge and skills to help you grow and scale your business with confidence. Join us on the journey to success.

Make Kelly Partners Central Coast your first point of call when it comes to Gosford accounting services. Conveniently situated close to the CBD in Erina, our team of Gosford accountants are able to assist you with a comprehensive range of accounting, taxation and financial services. Whether you require individual or business accounting services, Kelly Partners Central Coast have got you covered. If you would like more information, get in touch with our friendly team and organise a consultation today.

In July 2007 the practices of O'Malley Call and Hendriks merged to create Saige Accountants. Saige combines 40 years of experience with a fresh and innovative approach to business. This enables us to offer a high level of expertise in a wide range of services. Our commitment is to not only meet your needs but to exceed your expectations. Our mission is to be the leading CPA practice on the Central Coast. At Saige Accountants we offer a extensive range of services including financial and management accounting, taxation, business advisory, superannuation, audit and financial planning. Our services can be tailored to meet your individual needs.

Our team offers a wide range of services, including business, tax advisory, and estate planning, to diverse clients. We also prepare annual tax returns for Individuals, support small business with their compliance needs and provide an array of services to a wide variety of industries. 3 fundamental beliefs shared by our team: 1."Let us do what we do best while you focus on what you love—your business." If you excel at hairdressing, why waste time on bookkeeping and tax calculations? Your time is better spent providing exceptional haircuts or doing what truly ignites your passion. Just as we wouldn't attempt to cut your hair, we believe you should leave the accounting tasks to the experts. With over 25 years of industry experience, continuous professional development, industry memberships, and qualifications, it's a no-brainer. Outsource that aspect of your business and do what you love. 2. "Dream Big" Our team is passionate about supporting small business entrepreneurs. We understand that dreams can seem unattainable when everything feels overwhelming. That's why we offer our Entrepreneurial start-up package. Throughout your first 12 months, we will guide you and ensure you embrace essential business fundamentals. We'll assist you in choosing the right business structure, teach you about compliance, taxation, budgeting, and pricing strategies, among other aspects. Our role is akin to being your personal trainer, holding you accountable every step of the way as you "Dream Big" and grow. 3. Planning We are SAPEPAA Advisers (Succession, Asset Protection & Estate Planning). Planning for succession, asset protection, and estate matters is a critical step in any business or personal journey. As trusted advisors to our clients, it only makes sense for us to provide guidance in relatable and meaningful ways through succession planning. We’re not your typical Accountants, we are much more, I guess you would call us Business Mentors.