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

Advantage Plus Tax & Business Solutions is a boutique accounting firm in Coffs Harbour, offering specialist services in four key areas: tax returns, business solutions, self-managed super funds and property investment strategies. We cater to a wide range of client and business needs. Whether you need us to prepare your business accounts and financial statements or undertake your bookkeeping and payroll needs, our team is skilled in a wide range of financial services designed to make your accounting and taxation obligations stress-free. Budgeting and cash flow projections, business benchmarking, Business Activity Statements (BAS) at Advantage Plus, we save time, money and hassle for individuals and small business owners across the Mid North Coast. For more than 20 years, we have provided sound financial advice and friendly service, tailored to the needs of our clients. Contact the team at Advantage Plus Tax & Business Solutions in Coffs Harbour today.

Our Vision Personal service and attention to detail is our business Mission Statement Our firm is big enough to get the job done and small enough to care Our Guarantee We guarantee that as a client of Barry Hockey Accountants you will receive cost effective accounting and tax services delivered in a timely manner. We promise to involve you and communicate with you regularly. We cannot guarantee outcomes; we do guarantee you satisfaction with our service. If Barry Hockey Accountants does not perform to your satisfaction, inform us promptly. We will resolve the issue to your satisfaction, even if it means reducing your fees.

Here at Batey Vigors our team of professionals can help you with all of your day-to-day and specialised accounting needs across a wide range of industry sectors. We understand that our clients are everyday people trying to achieve the most out of their business and that’s why our team are on hand to provide no nonsense advice.

Get your home or property valuated by the local Coffs Harbour independent firm, Coffs Coast Valuations. We provide accurate valuations that can assist you with buying or selling a property, or managing stamp duty payments. Here at Coffs Coast Valuations, we provide a great range of services. We do pre-purchase and pre-sale, SMSF compliance, stamp duty, probate and capital gains tax valuations. When property is changing hands, you will generally need to pay stamp duty or capital gains tax. Our Coffs Harbour valuers provide accurate valuations to make sure you are paying the correct amount. We provide excellent building and strata insurance valuations for building replacement insurance, so you can stay up-to-date with current legislation. Our range of valuation services is perfect for both private and business clients. To find out more about the range of affordable services Coffs Coast Valuations has to offer, and how they can save you money, contact our office in Coffs Harbour today.

Established in 1996, Fiducian Financial Services Coffs Harbour 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!

HQB Financial Solutions is a small boutique Financial Planning business. The prime objective is deliver personal one on one service and meet expectations through a trusted long term relationship. We are committed to assisting our clients achieve their objectives which in Craig’s opinion, can only be done with plain english delivery of advice. This allows a confident and informed decision to be made. Your first appointment is on us. We develop individual advice in the areas of strategy, superannuation (including Self Managed), investment management, debt management and wealth protection. From this point forward, we look to develop a strong business relationship built on trust. All advice is backed by our comprehensive on-going service programs. Through any stage of your life such as marriage, divorce, retirement and more, we are here to put you in the drivers seat. HQB is a trusted household name for over 60 years! HQB Financial Solutions is independently owned and operated by Craig Jackson and works closely with HQB Chartered Accountants being the largest Accountancy firm in the Coffs Harbour area. We are tired of clients being subjected to a sales box ticking approach, which unfortunately has dominated the financial sector for way to long. HQB Financial Solutions provides a personal approach to your needs. Get the right advice the first time and deal directly with Craig. This is our promise to you.

At Harbour Wealth, we understand that making the right decisions about your financial future can, for many, be overwhelming. We firmly believe that the key to success for our clients is through actively listening and understanding what is important to them, and then doing the hard work to ensure we bring the best options to the table. By doing this, we feel it leads to our clients making better and more informed decisions that will positively impact their financial future. Wherever you are on your financial journey, from just starting out, to expanding your investment horizon, or in or approaching retirement, advice from our qualified Financial Planners can help you achieve your goals.

Established in Armidale in 1996, Invest Blue has offices conveniently located in rural, coastal and city locations in Queensland, Northern New South Wales, Victoria, Tasmania and the ACT. All of our offices are supported by an operations team of technical advice, research, marketing and IT specialists. What this means for Invest Blue clients is that they can deal with someone local but also benefit from the expertise and support of the collective company. We are here to empower you to live your best possible life through comprehensive financial advice. We do this by getting to know you and what is most important to you and developing a strategy tailored to your unique situation. Invest Blue is passionate about helping people to reach their goals and live their best possible life by providing quality, tailored financial advice. We are a Financial Planner located in Coffs Harbour, NSW. We have a strong team of Financial Planners as well as a dedicated Lending team to support those looking for home loans or investment mortgages. We offer tailored Financial Advice on Financial Planning, Wealth Creation, Wealth Management, Wealth Protection, Superannuation, Retirement Planning, Tax Strategies, Debt Management, Life Insurance, Income Protection, Investments, Lending, Budgeting and Money Management. We service a large area in and around Coffs so please get in touch to see how we can help you live your best possible life.

We are a very personal business that believes in regular client contact and providing easy access to us is paramount to our success. We operate in a professional and confidential manner. We are guided by the knowledge of our client’s situation and needs, and this is the sole basis of our recommendations. We provide advice which is tailored to client specific objectives, needs and situations, enabling us to form close partnerships with our clients.

Your boutique team of mortgage & finance brokers, located in Coffs Harbour, servicing Australia wide, we save you time & money to get the right loan for you. Whether you need business loans, SMSF loan, equipment loan, home loan or a reverse mortgage, our team has the qualifications, expertise & connections to help with any worthwhile borrowing need.

OTG Accountants is a progressive modern accounting practice that specialises in tax minimisation strategies for clients in business or employees. We take a look at your situation and determine if there are any areas where a benefit can be improved, perhaps by changing your business structure to minimise tax, or to gain a long term financial advantage by using some of the many tax effective investment strategies available. We specialise in GST, investment properties, shares, capital gains, private property and share trusts, company or trust formation, and SMSF. We have a network of professionals available to meet your specialised requirements. We have accountants and advisers available to help you no matter where you are in Australia. Contact us today for a chat about your situation or email us any time.

Established in 1976, Oxley Insurance Brokers offers a comprehensive insurance brokerage service for clients across Coffs Harbour. With 5 offices located at Forster, Taree, Port Macquarie, Kempsey and Coffs Harbour, OIB is one of the largest regional insurance brokerage firms on the Mid North Coast. We offer business insurance and life risk insurance to protect you, your family and your business. We also offer workers compensation advice and management for your business. If you don't want to compromise your insurance cover and want to conserve your working capital premium funding may be the best option for you. This provides your business with an additional line of credit to cover your premium costs without a balance sheet implication. Call Oxley Insurance Brokers in Coffs Harbour today to book an appointment.

Financial planners, superannuation, life insurance, grow your wealth, manage your debt, shrink your tax debt.

At SmartChoice Mortgage Brokers we help navigate you through the competitive and ever-changing mortgage landscape to find the right loan for you. We'll go into banks to negotiate on your behalf, and we'll make the process as simple as possible for you. We'll help you avoid the pitfalls, and we'll find loan features to suit your personal circumstances.

The idealised Waterfall Way experience is a small oasis deep in the bush ; a nurturing environment around which life can thrive. We never forget, however, that global financial markets are quite capable of delivering a great crashing waterfall over the edge of a cliff. From a business perspective, The Waterfall Way is our method of synthesising information and providing tailored advice that can make a meaningful, positive difference to your life. The Waterfall Way is the philosophy on which our business was founded. It continually evolves to meet the changing world in which we live. It enables us to remain consistent with our values and principles and is the source of our determined advocacy on your behalf. The practical application of economic theory, investment theory, behavioural finance and related disciplines to advice requires perspective. The Waterfall Way encapsulates our views on the nature of money as well as the role individuals and corporate citizens have in our society. This is reflected in the advice we provide to our clients. Comprehensive, independent financial advice for real people and their families. Delivered with empathy and expertise

Since 1964, Westlawn has provided competitive finance to customers across Northern New South Wales. Today, we offer a comprehensive range of financial products, services and advices. We can help you with personal loans, mortgage broking, business loans, insurance broking, wealth management, and accounting and tax services. In the last 15 years, Westlawn has grown from strength to strength, expanding its services to include insurance broking and wealth management. Our branch network has also been steadily expanding with offices opening all across the Northern Rivers.

DFM Financial NDIS Plan Management has over 30 years experience in financial management. From humble beginnings, the founders of the firm started helping local families with life insurance and savings accounts. As the decades past, DFM grew in both service offering and team members, employing the children of the founders who are still Directors of DFM Financial. As the Financial industry landscape changed, DFM Financial changed to provide Business and Accounting services as well as providing NDIS Plan Management from 2016. The business has always been true to its Family beginning, with several family members of the founders still involved today.

Led by local Gillian Hunter, our lawyers can provide you with top-tier assistance in family law, wills and estates (including Elder Law), and conveyancing, no matter the complexity. Our family lawyers specialise in out-of-court solutions and offer a number of ways to resolve your matter before it proceeds to Court. However, if legal proceedings commence, our family lawyers are experienced and regularly appear in matters involving property division, sensitive and high conflict parenting matters, child support, domestic violence, child abduction and surrogacy agreements. Our wills and estates lawyers work across all Australian jurisdictions. They are experts in estate planning, probate, estate administration, and estate dispute resolution. They will utilise every advantage to develop effective estate planning that is catered to your individual circumstances and save you from unnecessary tax burdens. Our estate lawyers are not adverse to litigation and are well equipped to defend your interests in an estate dispute, though place an emphasis on alternative dispute resolution to avoid incurring costs, where appropriate. The Coffs Harbour office is your portal to obtaining local assistance that is supported by a national network of specialist lawyers.

We all need money. We don’t live for money, but to live, it’s a matter of it. Food, housing, clothing and transportation are the essentials but as human beings we live to enjoy life and experience it, travel and have adventure, eat out and enjoy flavour. We were made to look, feel, and touch the world. Money can’t buy happiness, but the lack of money often leads to stress, strained relationships and unhappiness. There is not much you can do for long, without money. We can make money by working and we can make money by investing wisely and letting those investments work for us, so you don’t have to always be working. Bringing you more freedom and giving you options when it comes to living life the way you want to. It is our business to provide professional financial advice to individuals, couples and families so you can live, unburdened by the lack of money and financial direction. Developing a plan for your money is a wise and generous choice for both yourself and your loved ones. Money matters, and it’s never too early to start or late to begin planning how to manage and improve your financial life, now and into the future. The people we help: Are you, Planning for retirement Looking for Professional Investment strategies Need Centrelink Assistance Service Received a Recent Inheritance Recipient Needing advice to protecting your assets and yourself/family Enjoying Retirement and looking to improve your financial situation. Looking for professional Aged Care advice. We are here to help. Make an appointment on our website or give us a call today!

At Wisdom Wealth Services we value being a part of your lives. We will help you ease your financial concerns and we thrive on seeing you reach your dreams which really brings a smile to our faces. That’s why at Wisdom Wealth Services we have a friendly low pressure approach, thorough and professional service tailored to suit your needs. We accumulate, protect your wealth and plan for your retirement through face to face financial advice.

Solitary Islands Accounting is a boutique accounting firm based on the Coffs Coast providing business services and advice to small-to-medium enterprises, administration services to self-managed superannuation funds and taxation advice.