Top Dondingalong NSW 2440 Estate Planning Accountants
Need an affordable estate planning accountant open now? These 3 results near you are waiting for your call. Here are our top Dondingalong Estate Planning Accountants with reviews & ratings.
5 (5)
Closed
Unit 3 128 William St, Port Macquarie NSW
Maven Advisors Quick Info
Tax Strategy
Financial Mediation
SMSF
Accounting
Products
Accounting services
Services
SMSF setup & administration
SMSF compliance
Taxation & strategic advice
Taxation specialist for Investment property owners
SMSF specialist advisor
SMSF licenced advisors
Nationally Accredited Financial Mediator
Tax Strategy
Financial Mediation
SMSF
Accounting
About
Let Maven Accounting give you complete peace of mind and handle your taxation and accountancy requirements. Our team combines a total of more than 30 years of extensive accounting experience. We extend friendly and personalised, professional services to self-managed super funds and property investors, providing tax strategies, compliance, set-up and SMSF Strategic advice. Maven Accounting are registered tax agents and an Institute of Public Accountants Practice. Tania Magon, the founding director is an accredited SMSF Specialist Advisor with the SMSF Association of Australia. With these qualifications and our vast experience in self managed funds, we can provide you all-encompassing solutions to your taxation, accounting and compliance requirements. We are also qualified to provide you with SMSF advice in relation to setting up a SMSF and strategies to optimise the benefits of a SMSF. Our practice extends to consulting, a service that many small investors and SMSF Trustees have found useful and reliable. Through our professional advice and well-experienced accountants, we help our clients optimise returns while minimising tax. Contact Maven Accounting today.
AL
Allan Ledger
3 years ago
I commenced business in 2008, based in Brisbane. After a couple of years of struggle growing the business I decided to instigate change. A major step forward was to have Tania and Maven Accounting come on board. Given the tyranny of distance, Brisbane - Port Macquarie, communication was of utmost importance and Tania and the staff of Maven excelled. In addition Tania became my mentor as I grew my business. With Tania’s coaching I felt I was managing my business at all times. I have now retired, and would like to thank Tania for her professional and friendly assistance over the past 10 years and for her help in finalising everything with the sale, ASIC and the ATO. Allan Ledger
Closed
Coastal Wealth Directions Quick Info
Financial planning services
Self managed super funds
Business insurance
Personal risk insurance
Services
Financial planning services
Wealth accumulation strategies
Superannuation advice
Centrelink advice
Wealth planning
Investment planning
Estate planning
Self managed super funds
Business insurance
Experience & knowledge of the needs of regional and rural clients. We offer a tailored and personal advice process which ensures that your needs are put first
Retirement planning & strategies
Personal risk insurance
Aged care specialist
About
Coastal Wealth Directions is a local privately owned financial planning practice based in Kempsey. Our principle financial planner, Tania Powick, has over 25 years experience in the Financial Services Industry. Tania and her team will help you create a secure financial future through personalised and practical advice. No matter what stage of life you are at, Coastal Wealth Directions can work with you to strengthen your financial position and tailor a plan to ensure you are working toward your goals. Financial planning can add value throughout your life, and working with a financial planner who will concentrate on your individual needs and objectives can help you to stay on track to achieving what you want to achieve with the resources and the time you have available to you. Whether you need assistance with retirement planning, wealth accumulation, superannuation or Centrelink, we will provide tailored advice to suit your lifestyle needs. We service the Mid North Coast from Port Macquarie to Coffs Harbour.
Suite 3 Ranatan Business Centre Cnr Smith & Belgrave Sts, Kempsey NSW
Closed
Invest Blue Kempsey Quick Info
Financial Planner
Financial Advisor
Financial Institution
Financial Advice
Products
Financial Advice
Services
Financial Planner
Loan Agency
Financial Audit
Mortgage Broker
Insurance Broker
Investment Service
Property Investment
Financial Advisor
Financial Institution
Superannuation Consultant
About
Established in Armidale in 1996, Invest Blue has offices conveniently located in rural, coastal and city locations in Queensland, Northern New South Wales, Victoria, Tasmania and the ACT. All of our offices are supported by an operations team of technical advice, research, marketing and IT specialists. What this means for Invest Blue clients is that they can deal with someone local but also benefit from the expertise and support of the collective company. We are here to empower you to live your best possible life through comprehensive financial advice. We do this by getting to know you and what is most important to you and developing a strategy tailored to your unique situation. Invest Blue is passionate about helping people to reach their goals and live their best possible life by providing quality, tailored financial advice. We are a Financial Planner located in Kempsey, NSW. We have a strong team of Financial Planners as well as a dedicated Lending team to support those looking for home loans or investment mortgages. We offer tailored Financial Advice on Financial Planning, Wealth Creation, Wealth Management, Wealth Protection, Superannuation, Retirement Planning, Tax Strategies, Debt Management, Life Insurance, Income Protection, Investments, Lending, Budgeting and Money Management. We service a large area in and around Kempsey so please get in touch to see how we can help you live your best possible life.
5/44 Forth St, Kempsey NSW
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