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

We specialise in giving friendly and affordable, professional financial advice to anyone who needs it! We are there to help increase and protect your wealth with sound, simplistic advice. Privately owned and operated Australian financial planning firm, dedicated to providing trusted investment advice to clients with honesty & integrity. Our independently provided research, corporate independence & sole focus on private investors enable us to provide a truly transparent service with affordable quality advice. We use client profiling, which is a short questionnaire, to build a picture of your assets & liabilities, income and expenses. We also look at whether retirement is near, or a long way in the future. Your profile tells us where you are now, and what is required to achieve your goals and objectives. It is regularly reviewed to ensure that it correctly reflects your current situation. We will discuss an overall strategy, focusing on ideas that can assist you to meet your long-term goals. Then we will assist in providing a financial plan to enable your financial goals to be achieved. A Term of Engagement (TOE) will be drafted, which will outline the advice required and associated costs. The aim of the financial plan is to crystallise the financial inputs with your long-term goals and objectives. It will explain the steps we see as necessary to achieve these goals and the risks and costs associated in implementing the strategy. It is a recommended course of action, but is by no means the only course of action. With an authority to proceed we look to implement the plan in an orderly process. Our staff will assist in the completion of the implementation of super roll-over, maturities, bond and other asset transfers, off-market transfers, opening of bank and deposit accounts and liaising with accountants and other professionals to make sure implementation flows smoothly. We will review your financial situation on a regular basis or as your needs require.

At AB Accounting Maclean we pride ourselves on giving good, sound advice in the areas of wealth creation, asset protection, and taxation matters. We aim to expand the solid foundations on which we have built the firm through the creation of value and wealth for our clients. We pride ourselves on providing professional advice to our clients in the areas of Taxation, Asset Protection, Business advice, Business planning, Cash-flows, Budgeting, Succession planning, and Superannuation. We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer. Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!

Rochdale Accounting & Business Advisory is a forward thinking accounting firm. We specialise in all aspects of small business including coaching and development, cash-flow improvement strategies, and profit maximisation. We have the resources and knowledge to help you achieve your business and personal goals.

Moore Australia (QLD/NNSW) is an independently owned and managed firm with 19 partners and over 150 team members across Queensland and Northern New South Wales. Servicing clients across Australia and internationally, we provide a comprehensive 360-degree range of audit and assurance, business, tax, accounting, corporate finance, transfer pricing and consulting services for every business.

Talk to the expert financial advisors at Lynda Soderlund—LSA Accountants. Our team is committed to helping you with all aspects of taxation, bookkeeping, wealth planning and business consultancy. When you require a personal touch in your accounting services, contact LSA in Coffs Harbour. From self managed superannuation funds and individual tax returns, to BAS bookkeeping and payroll services, we aim to minimise your income tax liabilities while streamlining your financial processes with professional advice, cost-effective services and careful planning. Outsource your office BAS compliance and focus on running your business! We can prepare business financial statements, help structure your yearly budgets and even assist you in financing your next investment or purchase. Personal insurance, income protection, property acquisition—don't take an unprepared approach to tax and finance. Talk to our expert team about your options today. Book a consultation with Lynda Soderlund Accountants in Coffs Harbour today.