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Maxiron wealth is a mortgage fund investment company that provides investment services to all kinds of investors. Investment range from $20,000 to $ 3 million and with flexible terms from 3 months to 36 months. The rate of annual interest is up to 8.81% depending on the term of the investment. There are no fees or costs attached to the investment. Maxiron Wealth is fully licensed in Australia.
Wealth Designers Advisory began with the simple concept. The value of our help must be significantly greater than the cost. ​ Combining over 30 years of experience to create a financial services company that helps clients achieve data backed results. Collaborating with Accountants and clients direct, the Wealth Designers Advisory team better manages data to deliver tangible results.
visit our website at www.financialpurpose.com.au Hey - I'm Werner, Founder and adviser at Financial Purpose Wealth. ‘Arghhh, not another financial adviser!’, I can almost hear you groan ? I didn’t need to ask AI because I thought I knew the reason for that groan, but I asked anyway just to confirm my suspicions Here is what ChatGPT came up with when I asked, ‘Why don’t Australians like financial advisers?
Marit
It's been a great experience working with Werner! I was completely new to investing and didn't have any background knowledge, so I wasn't sure I'd feel confident after the sessions. However, the sessions were very interesting and easy to understand! Werner is very trustworthy, understanding, and easy to talk to. Before these sessions I never thought I'd say this but I really enjoyed the process and had fun! Highly recommend
iRetire Wealth focus on achieving what is important to our clients through custom made solutions. We have a proven track record of matching the right financial strategies and services for our clients, based on high standards of trust and integrity, directed by meeting our client’s best interests.
Linda
I first met Peter a few years ago when considering my options pre-retirement. He and his colleague James from Iretire Wealth were both extremely knowledgeable and supportive during this process. Peter is always available for questions that might arise for me. I am very happy with the outcome and confident regarding my future.
Family owned business focussed on delivering solutions and value to clients through quality advice and high touch service.
Thomas
We started a discussion with Chris to have his inputs on our budget and how we could reach our goal. The discussion morphed into a thorough review of our financial situation by Chris who also really took the time to know us, what is important to us, our values to propose us the most adequate solution. During this process, our situation changed dramatically. This did not bother Chris at all. He understood and changed quickly his focus to another aspect of our financial life we never really focused on before (insurances). All along the process, Chris was totally transparent, answered all our questions clearly and precisely, shared his massive experience and and and....was super patient!
So in a nutshell, if you not sure what to do, and feel you need someone to bounces idea, to guide you without any attitude, call Chris.
We help you map your path to wealth through trust, experience and the belief that we can achieve your goals together. Making investment decisions alone can be overwhelming and time-consuming. We partner with you to create and implement a wealth plan that takes your specific goals and circumstances into account - adjusting as life and markets change. Frank Kidenya is a Wealth Adviser focused on helping his clients achieve their wealth goals.
5 Star Google Reviews! We are an Australian Award Winning, Sydney based Financial Advisers that work intimately with you to make informed financial decisions in a tried, tested and organised manner for the long term. We will help remove the stress that comes with financial planning. Working together, creating a life with certainty about what's to come in your future (and now).
Anastasia
Thanks to the team at Peak, I’m confident with my cash flow from my business and have now started to regularly invest outside of my business. I love knowing what I’m on track for and what options I have available, especially the Tax Planning sessions. Thank you to Kristian, Andrew and the team at PeakWM!
Unlike most financial advisers, I have an extensive and broad professional background. I am also a Chartered Account having commenced my career with Price Waterhouse. I have also worked as a corporate taxation consultant and then moved into corporate finance at Westpac Institutional Bank for over a decade. Finally, I worked with BT Financial Group in their HNW Advice & Private Banking Team before leaving and starting Granite Financial Services.
Anna Malaspina
I have had the opportunity to work with Craig as he helped me sort out my finances leading up to my retirement years. Craig took the time to understand what was important to me and explained in great detail what his recommendations were and why. At all times I felt informed, valued and listened to and I am happy watching my investments growing. Craig's patience with me and calm, methodical approach ensured that I understood the risks and benefits of what I was doing in terms of my investment. I'm grateful for his advice and incredible knowledge. I have certainly learned a few things!
At Financial Spectrum, we focus on one thing – helping you live a great life by making the most of your money. We are a privately owned financial planning and accounting firm, which means we work solely for the benefit of our clients and not for the financial institutions whose products we may recommend. We charge a fee for our services and take no commissions from banks, fund managers, insurers or other financial organisations.
We provide premium service to our clients, this ensures they feel comfortable with advice and also with the process. Financial Planning sets people apart as those who receive advice have happier and live more fulfilled lives. So we ensure people feel valued and enjoy the process.
5 Financial is a leading provider of financial services for individuals and businesses. When you work with us, we become part of your team. We offer sound, practical advice that’s tailored to your specific needs and goals and we do whatever we can to help you achieve them. Our firm is unique in a number of ways and we’re frequently told that what we have to offer is special.
Independent financial advice. Advise Me Today is an independent, privately owned, specialist financial planning firm. We help clients build their wealth, and protect their families and their lifestyles. We are experts and specialists in all things superannuation, insurance, investments and financial planning. We think financial advice could be much more accessible, we think it can be much more honest, and much less conflicted.
WealthMaker - Sydney, Melbourne and Perth. Australian Financial Services License (AFSL) and Australian Credit License (ACL) 285043 which means we are financial advisors, mortgage brokers and provide family office services. There is also a CPA on the team. Our Mission is to make wealth creation available to all. Our Values are Accountability, Education, Excellence, Fun, Integrity, Sustainability.
Hello my name is Deborah Roscoe and I am the owner of Roscoe & Company Pty Ltd. We provide trusted, comprehensive advice to our clients. Our purpose is to give you peace of mind and help you to achieve your goals. I have been in the profession since 1993 and established my business in 2005. We are a boutique well established Chartered Accounting & Financial Planning firm providing tailored accounting, taxation, advisory and financial planning services to small business, investors, individuals and self managed superfunds.
I don't know about other companies all I know is that when it comes to your finances it's all about you, what you want and need and how to achieve it.
Forbes Holland is a taxation and accounting business with a difference. We are modern, mobile and digital-native, serving clients Australia-wide. And most importantly, we listen. Of course, we offer the basics of tax returns and personal tax advice for you and your family. We are also able help you select and implement financial platforms and app ecosystems which enable your business, superannuation and investments to thrive.
We are here to guide you, educate you and empower you to achieve your financial goals, one personalised step at a time. Experience financial advice that truly puts you first because your financial well-being is our ultimate priority.
We take the stress out of planning for your retirement. We are a Parramatta based financial planning practice, specialising in retirement planning, superannuation and investment advice. First consultation without cost or obligation. We pride ourselves on our great customer service. Whether you want to start preparing for retirement or have already done so we can help you implement a personalised financial roadmap.
At Financial Spectrum, our goal is to help you achieve yours, by creating a financial plan that’s completely tailored to you. We’ll analyse your current financial situation and explore your lifestyle requirements and dreams for your future. Then we create a custom-designed roadmap to get you where you want to be. We are a privately owned, which means we work solely for the benefit of our clients and not for the financial institutions whose products we may recommend. We charge a fee for our services and take no commissions from banks, fund managers, insurers or other financial organisations. What this means to you as our client is that you can rely on us to provide you with uncompromised, expert financial advice that is tailored to your individual needs. Our advice could range from a strategy for better day-to-day saving, to a more sophisticated investment strategy to guarantee a better future for you and your family. Whether you want to retire sooner, get your children a private education, or simply travel more often — from the macro to the micro — we can get you the future you want. We’re a leader in the financial advice industry, backed by years of experience. We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.
We are a privately owned financial planning and accounting firm, which means we work solely for the benefit of our clients and not for the financial institutions whose products we may recommend. We charge a fee for our services and take no commissions from banks, fund managers, insurers or other financial organisations.
Because we get no benefit from the financial products that we recommend, we will only suggest a particular product or course of action if we believe it will help you reach your goals and represents the best route to do so. We are also able to offer the full suite of financial products, some of which other financial advisors may avoid because there is limited benefit to them personally.
What this means to you as our client is that you can rely on us to provide you with uncompromised, expert financial advice that is tailored to your individual needs.
Because our focus is solely on our clients, not a product catalogue, our advice could range from a strategy for better day-to-day saving, to a more sophisticated investment strategy to guarantee a better future for you and your family. Whether you want to retire sooner, get your children a private education, or simply travel more often — from the macro to the micro — we can get you the future you want.
Our goal is to help you achieve yours, by creating a financial plan that’s completely tailored to you. We’ll analyse your current financial situation and explore your lifestyle requirements and dreams for your future. Then we create a custom-designed roadmap to get you where you want to be.
We’re a leader in the financial advice industry, backed by years of experience. We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.
We serve clients all over Australia. If you live in Sydney, you have the option of coming to our Sydney CBD, Balmain, Bondi Junction or Double Bay offices.
If you live outside of Sydney, or if it simply makes life easier, we can offer consultations with via Zoom. You’ll receive exactly the same high-quality service as you would if you walked into one of our offices.
Whatever way you’d like to work with us, arrange a complimentary financial strategy session at a time that suits you. It will give you the opportunity to see how we can help you, and you’ll get some useful tips to make the most of your money along the way.
