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

Experienced and empathetic, Kelly fosters long-term relationships with her clients to help them achieve ongoing financial wellbeing. She is dedicated to looking after her clients for the life of their loans to ensure they are always on the right product to meet their needs as circumstances change. She is based in Port Macquarie and can assist customers in the surrounding region with face to face appointments or virtual appointments for all other areas of Australia. Kelly is The Adviser's Better Busines New Broker of the Year 2023 NSW/ACT, Newcomer Finalist in MFAA Awards NSW/ACT and winner of Business Port Macquarie in the Financial Services category.

AustralianSuper is one of the largest industry superannuation funds in Australia.

COMPASS Financial Management offers financial planning advice in Port Macquarie. COMPASS makes it so easy to have all your financial matters taken care of. The multi award winning financial professionals at COMPASS Financial Management work together to achieve the best financial position for you. COMPASS are specialists in financial planning, mortgage broking; aged care advice; and personal insurance advice.

As a professional Financial Planning Association of Australia practice, Berry Financial Services has many years of industry experience to help you plan and implement financial strategies. Some of the services that we offer include superannuation and retirement planning, advice on buying and selling shares, as well as investment strategies and guidance. Lucas and his team are able to offer flexible solutions that are personalised toward your circumstances. We specialise in providing information to those readying for transition to retirement and can advise on strategies to maximise your financial returns within minimal impact on your lifestyle. Berry Financial Services can also assist you with budgeting, estate planning, insurance and risk protection and portfolio reviewing. If you want to be prepared for the future, whether that means having the financial security to purchase an investment home, a business or even start a family, our team of financial experts can help you plan for it. The team at Berry Financial Services have experience dealing with Centrelink when it comes to entitlements. We can assist you with advice and guidance relating to asset or income tests. There are many forms and applications that are required to secure pensions and financial assistance from Centrelink and our friendly staff can help to ensure all forms are completed correctly. As a financial planner, Lucas and his financial team can help you build wealth and be ready for retirement. Contact us to discuss the best options to put you on the path to economic growth.

Let Maven Accounting give you complete peace of mind and handle your taxation and accountancy requirements. Our team combines a total of more than 30 years of extensive accounting experience. We extend friendly and personalised, professional services to self-managed super funds and property investors, providing tax strategies, compliance, set-up and SMSF Strategic advice. Maven Accounting are registered tax agents and an Institute of Public Accountants Practice. Tania Magon, the founding director is an accredited SMSF Specialist Advisor with the SMSF Association of Australia. With these qualifications and our vast experience in self managed funds, we can provide you all-encompassing solutions to your taxation, accounting and compliance requirements. We are also qualified to provide you with SMSF advice in relation to setting up a SMSF and strategies to optimise the benefits of a SMSF. Our practice extends to consulting, a service that many small investors and SMSF Trustees have found useful and reliable. Through our professional advice and well-experienced accountants, we help our clients optimise returns while minimising tax. Contact Maven Accounting today.

Bugden & Partners Financial Planning, with offices in Port Macquarie and Wauchope, aims to assist you with financial planning advice and wealth creation strategies. Ensure that you have structured your financial position in a way that prepares you for retirement. This includes appropriate investing and management of your investments, superannuation or self-managed superannuation fund. Whether you're seeking advice for the first time or your are a seasoned investor, our Port Macquarie stock and share brokers work with you and provide the education you require for growing and protecting your wealth. Our Port Macquarie financial planners provide aged care and estate planning advice to better protect your family and your wealth long-term. We customise our plans for each individual client. Call us today and we will show you how to achieve your financial goals.

Local business in the Port Macquaire area.

Stacks Law Firm Port Macquarie is a large and established Port Macquarie legal practice. We provide a wide range of legal services covering the areas of commercial, family and criminal law. Established in 1931, we have generations of legal expertise and tried and tested practice in delivering sound legal advice in easy to understand language. When you're in the market to buy or sell your home, come talk to us about our affordable and professional conveyancing services for residential, commercial, retail and industrial property transactions in Port Macquarie and beyond. Our friendly team can assist with litigation, workplace claims, insurance claims, motor vehicle accidents, dispute resolution wills and probate. We are Port Macquarie's specialist compensation lawyers, accredited in the legal aspects of personal injury claims, medical negligence, compensation matters and public liability. No matter how complex your situation might be, the friendly Port Macquarie team at Stacks Law Firm, can provide you with cost-effective expert legal advice.

Think of Sprague & Associates whenever you need accountants in Port Macquarie. We work closely with our clientele to maintain a professional, adaptive relationship addressing all sorts of financial and accounting needs of residents and business and Port Macquarie. If you need help filling in and filing tax returns in Port Macquarie, our certified practising accountants would be glad to be of assistance. Tax Returns $132. Our Port Macquarie accountants provide quality professional service bundled with personal care and understanding. Sprague & Associates can help you understand the details regarding tax returns in Port Macquarie. We also provide sound accounting advice, taxation consultation services, business planning, GST solutions and advice, business strategies and solutions, computer accounting, budget and cash flow planning as well as business start-up and restructuring advice. Our accounts in Port Macquarie can also conduct seminars and training that will further enhance your awareness and knowledge of the financial world, especially on how to easily accomplish filing tax returns in Port Macquarie.

Macquarie Business Accountants is a progressive accounting firm located at beautiful Port Macquarie. The team consists of 14 dedicated professionals who specialise in looking after business clients. The team is large enough to provide our clients with a full range of services, however we are small enough to provide personal service. Our size allows us to develop an intimate knowledge of our clients' business affairs which helps us to provide an efficient, cost effective service.

Bugden & Partners Financial Planning, with offices in Port Macquarie and Wauchope, aims to assist you with financial planning advice and wealth creation strategies. Ensure that you have structured your financial position in a way that prepares you for retirement. This includes appropriate investing and management of your investments, superannuation or self-managed superannuation fund. Whether you're seeking advice for the first time or your are a seasoned investor, our Port Macquarie stock and share brokers work with you and provide the education you require for growing and protecting your wealth. Our Port Macquarie financial planners provide aged care and estate planning advice to better protect your family and your wealth long-term. We customise our plans for each individual client. Call us today and we will show you how to achieve your financial goals.