The TOP 10 BEST Superannuation - Self Managed & Funds in Upper Rollands Plains NSW

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.

Self Managed Super Fund specialist audit practice.

Local Accountants specialising in all facets of personal and business tax. KTS Accountants routinely supply reports and graphs to keep your business on track easily and accurately.

St.George Bank offers personal, business and commercial banking as well as wealth management solutions.

The team of Accountants and Lawyers at Wrights Chartered Accountants offer a wide range of expertise and experience to deal with the ever-changing needs of businesses. Our services include accountancy, business planning and valuations, company auditing, financial management and taxation. As the largest accounting firm in the Kempsey area, Wrights Chartered Accountants understands that people are unique, businesses are unique and every situation is unique. That is why our team of accountants, lawyers and business advisors look for solutions tailored to suite your specific needs. We assure you that we will work with you every step of the way. We partner with your organisation to help solve existing problems that you have, but most importantly our business advisors will offer long-term solutions to ensure your wealth and security.

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.