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

With over 30 years of small business experience, Rosemary Hancock is a trusted authority in tax and business advisory. She specializes in providing accounting, tax, and business advisory services to a diverse range of clients, including individuals, partnerships, companies, and trusts. Notably, Rosemary is well-versed in the administration and taxation of Self Managed Superannuation Funds (SMSFs). Her personalized approach and extensive expertise make her an invaluable partner for navigating the complexities of the business world.

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.

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!

Henry Melville & Co Chartered Accountants provide taxation and financial reporting solutions to individuals and a diverse range of small to medium enterprises. Whether its completing your tax return or helping you plan for success in your business or personal finances, we want you to benefit from our knowledge and experience. We pride ourselves on creating client peace of mind by clarifying taxation complexity, managing compliance and mentoring financial goals to reality. In essence, we like to make complicated financial stuff easy for our clients – make us the trusted professional partner in your financial future. Practice principal, Therese Melville CA CFP has over 20 years of experience in providing professional accounting and financial advice to regional and metropolitan clients. Therese and her staff welcome new clients and would be pleased to meet with you for a confidential discussion of your requirements.

Marie has sound knowledge and experience in providing Family and Estate Law legal services to a broad range of clients, including high net worth individuals. Sound knowledge and experience in conducting Family Law court proceedings, instructing barristers and mediations. Superior ability in effective communication, both written and verbal. Extensive experience in financial services law, especially superannuation, insurance and privacy law. Extensive experience in a wide range of commercial and business law matters. A leaning toward alternative dispute resolution practices and solutions. An approachable, kind and enlightened attitude to her work.

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

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.

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.

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.

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.

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.

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.

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.

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