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Sydney
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.
Sydney
Expert Wealth 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 Expert Wealth team better manages data to deliver tangible results. ​How do we achieve this?
Sydney
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?
Richard
Werner is a refreshing take on financial advising and planning.
had a clear yet limited brief on helping with ETF portfolio management. Werner was happy to help on a one time basis for a fair fee. His prep, guidance and analogies gave me the outcome I needed (+ more) within the hour.
Amazing work and will work with again.
Thanks, Werner.
Sydney
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.
Sydney
Family owned business focussed on delivering solutions and value to clients through quality advice and high touch service.
Jennie Stephens
Chris has been an excellent advisor to both my late husband< Samuel and myself. Now that I am having to deal with all finances, Chris has been outstanding for me. Recently Chris travelled to Wellington where he met with myself and two of our children and cannot thank him adequately for all that he explained and the advice he gave to the three of us. I have full confidence that he will always advice us with upmost care as he has done since January 2020.
Sydney
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.
Sydney
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!
Sydney
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!
Sydney
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.
Sydney
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.
Sydney
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.
Sydney
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.
I and my team deliver expert Financial Advice, Business Coaching & Life Coaching - helping you with growing your Business, Property Investing, Shares, Crytpo, Super, Insurances, Budgeting & Life Planning. Our approach is holistic - we have a small team of experts for each area of your life, business and finances. Our emphasis is to empower you with practical tools & education to help you get unstuck and make great decisions. It's our passion to help you design a life you love - for you, your family and your community.
I love connecting with our clients to understand their story, perspectives, dreams and struggles - helping them to achieve clarity, greater confidence and make great decisions that move them towards their goals. I relish the opportunity to lead a growing team of talented professionals and innovators, and to help them build technology and learning experiences that will change people's lives.
I found my calling in life at age 22, to be a father-figure for others. First for my own family, and then to build a business that provides guidance and nurturing support for singles, couples and families to help them thrive. I and my team have been building this dream since 2018, launching Australia's first full Life + Business + Financial advice business.
Our approach is unique to our industry. More than tell you what to do, we focus on empowering you with knowledge, skills and confidence to make your own decisions, armed with our support and the team of professionals we connect you with. We're also highly results focussed. We don't sell services, we sell you a result, meaning we're much more accountable for what we offer and what you pay. We don't receive any referral fees from other professionals OR insurance providers, so you can be certain our advice and guidance is unbiased by financial incentives. And most importantly, we practice what we preach. Ask me about how I invest, I'd be happy to share it with you.
Yes, we serve our clients online via Zoom. We focus on working with Australians, and have a range of clients living or travelling abroad.
Because all of our interactions are digital, we're covid-risk-free :)
4.87/5.00
based on 693 reviews
The average rating for Bark Financial Advisors in Sydney is 4.87, based on 693 reviews.
