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

We are a successful Financial Planning business aiming to deliver life-changing financial solutions to all our clients. Our goal is to unravel the financial constraints holding many of us back. We will charter your course, identify those financial problems and work together deciding on recommendations tailored to your specific situation. Our goal is to provide appropriate advice resulting in achieving a better lifestyle and securing the financial future of your family. We have strong ties in the local community and a firm commitment to taking care of all our clients and promise to deliver a better financial outcome. Wollemi Wealth Management will continue to provide clients with a solid foundation to build their future.

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

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.

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.

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.

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.

Chartered Accountants