Top Adamstown Heights NSW 2289 Investment Services
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McCullough Robertson Lawyers Quick Info
Services
Aged care & retirement
Education
Financial services
Food & agribusiness
Government services
Infrastructure
International
Not-for-profit
Regional
Renewable energy
Resources
Start-ups and emerging businesses
Technology, Media & Telecommunications
Tourism
Allegiant IRS
Arbitration
Banking & finance
Commercial contracts & dealings
Competition
Construction & major projects
Corporate advisory and governance
Disputes
Employment relations & safety
Entity establishment
Equity capital markets
Foreign investment
Insurance & corporate risk
Intellectual property & trade marks
McR Defence
Mediation Services
Mergers & Acquisitions
Native title
Planning & environment
Real estate
Resources & Renewables Approvals and Compliance
Restructuring
Tax & structuring
Wills, estates & trusts
About
McCullough Robertson Lawyers is a leading Australian law firm with 50 partners plus staff located in our Brisbane, Sydney and Newcastle offices. For more than 85 years, many major Australian and foreign owned corporations, financial institutions, governments, private businesses and high net worth individuals have trusted our advice on their most critical challenges. We believe in building long term relationships with our extensive clientele in industries such as mining, energy and resources food and agribusiness, real estate, technology, telecommunications, health and life science and government. Clients tell us they want innovative thinking from their lawyers. To achieve this, we work with our clients to help them to respond to opportunities and to anticipate legal and commercial issues affecting their business. We anticipate impact and minimise risk, working strategically with clients to achieve both immediate outcomes and to secure the future. That's only possible through the relationships we build with our clients. Relationships that achieve real results, and real satisfaction.
2/16 Telford St, Newcastle NSW
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Collective Financial Partners Boolaroo Quick Info
Accounting
Individuals & Businesses Wealth Management
Lending, Insurance & Financial Advice
Investment Services
Services
Accounting
Business Advisory
Individuals & Businesses Wealth Management
Lending, Insurance & Financial Advice
Investment Services
Superannuation Advice
Estate Planning
Asset Protection
Family Business Services
Planning Succession
Comprehensive Business Valuation Services
Cashflow & Tax Perspective
Retirement Planning Advice
Aged Care Financial Planning
Portfolio Administration
Personal Taxation
Business Taxation
Audit Services
Virtual CFO Services
Loans & Lending Services
Home Loans
Business Loans
Commercial Loans
Equipment Finance
Self-Managed Super Fund Loans
About
We are accountants, financial planners, tax advisors and business strategists whose aim is to help you achieve financial success. Our advisory services are an extremely valuable part of what we do, giving you guidance to effectively manage your finances, develop an effective tax strategy or increase your future profits. Created in 2021, Collective Financial Partners is the result of the combination of two successful businesses – Bridges Lake Macquarie and WP Partners – to become a united independent brand. Collective Financial Partners will offer you more options, additional expertise, and further benefits, as well as the same financial specialists that you’ve become so familiar with. With offices based in Boolaroo and Thornton, we aspire to provide a range of services and quality experience that is in line with your unique financial needs and reflects the communities we operate within.
34 Main Road, Boolaroo NSW
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When Financial Solutions Quick Info
Super Maximisation
Retirement Income Streams
Life Insurance
Defined Benefits Schemes
Products
Select a product that suit your needs
Services
Spending Confidence
Investment Planning
Salary Packaging Arrangements
Redundancy Planning
Age pension services
Tax Management
Super Maximisation
Transition to Retirement
Retirement Income Streams
Estate Planning
Aged Care
Life Insurance
Defined Benefits Schemes
About
Rick Latimore and Chris Keating established When Financial Solutions Newcastle in 2022, as one of the few independent financial planning offerings in the Hunter region. We believe that advisers should be independent from product manufacturers, so they are free to serve our clients and our clients alone. We are committed to independence, evidenced in three ways: We are commission-free and don’t receive incentive payments from product manufacturers and; We don’t have any ownership links or affiliations with product manufacturers; We don’t charge asset-based fees. Our advice is unbiased, we are free to recommend any product approved by two independent research houses. Our Advice Approach Care and consideration – we take the time to understand and align our advice to your values and beliefs. Confidence – help facilitate confident spending decisions Respect – It is your money, and we plan to build on your success Beyond money –success is more than just money. Flexibility – we plan to adapt to changes in your life, Collaboration – work closely with your trusted relationships. Our Investment Beliefs Transparency Quality Diversification Cost and fees matter Discipline Rick has worked in financial services for more than 15 years, and as a financial planner for almost 10 years. Chris has worked in financial services since 2008, and as a financial planner for more than 10 years. They both worked at Stateplus / Aware Super Financial Services, gaining extensive experience in retirement planning and have a deep knowledge of the complexities of government-defined benefit schemes. We support our clients with many different products, including, but not limited, to Australiansuper, Aware Super, Hesta Super, Colonial First State, Unisuper, Australian Retirement Trust, Vanguard, Macquarie Wrap, Rest, HUB24, BT, IOOF, Netwealth.
16/44 Linden Avenue, Eleebana NSW
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Rated 4.9 Stars based on 600+ Reviews
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