Based on the Sunshine Coast, EKO Financial offers a comprehensive range of financial services including estate and retirement planning, debt reduction advice and wealth creation strategies. Part of offering a thorough financial plan is ensuring your wealth and assets are protected. We offer a range of insurance product to appropriately cover and protect your wealth. Whether you are starting out on your financial journey or you are gearing up for retirement, we can provide the quality advice and reliable service you require.

Q Invest is a Sunshine Coast financial planning business focused on helping people achieve their financial goals, We offer a comprehensive range of services from financial advice to mortgage broking, we are your one-stop-shop to getting the financial resources you require. Whatever stage of life you are at, our Sunshine Coast financial planners will help you achieve the financial target you are after. Whether you want to buy your first home or you want to retire in the next 5 years, we can get you where you want to go.

Boutique Brokerage Assisting in Modular, Home, Investment & Personal Lending Budgeting services Our Senior Finance Broker and Director Teressa Fisk has over 20 years experience in finance and business, which allows her to get in depth with complex scenarios. We believe in finance education as well, which is why we created our podcast Your Finance Lounge. Which can be found on your favourite podcast platform.

We are a boutique, affordable, fee-only financial advice firm based in Coolum Beach. Brett Holmes has advised a number of large corporate clients and industry funds in both London and Sydney on superannuation and investment related matters. This experience is now being made available to his private clients on the Sunshine Coast. We specialize in Insurance, Superannuation and Estate Planning strategies that are both tax effective and give our clients control of their lives. We do not believe it is our clients best interests for us to accept commission payments from product providers, so we won't! This means you save up to a potential 40% discount on your life insurance premiums! We provide all clients with a scope of advice and fee proposal so that you are always clear on the services you will receive.

At Greenhalgh Pickard we aim to provide the best possible advice at a reasonable price. From the moment you walk in the door, you can rest assured of a friendly, welcoming environment where you will immediately feel comfortable and confident with our professionals. Whether you require a superannuation consultant, retirement plan or investment services, we have the financial specialists available to help. We can also provide conveyancing services if you are buying or selling a property. For the last decade, we have offered fixed and capped fees. As a client you know that our staff have your best interests in mind, and your bill will be exactly what you expected. Our Sunshine Coast financial team can provide the integrated solutions and services across accounting and legal professions. Call Greenhalgh Pickard today and book an appointment with one of our professionals.

A new era of bookkeeping by Shelley Lovegrove (bookkeeper, small business guru, expert personal and business budgeter). Quality work helping you and your business succeed. BAS Agent, Bookkeeper, Budgets and Reporting.

The Super Factory has been providing a specialist administration and compliance service for trustees of self-managed super funds since 2003. We prepare annual financials, member statements, SMSF tax return, arrange for its independent audit and then lodge the tax return with the ATO. Financials include investment revaluations each year at 30 June as per ATO requirements. We prepare BAS statements if required and track IAS payments to ensure these are not being overpaid. We provide pension set up and documentation and will calculate your minimum pension payments to ensure you continue to gain tax exempt income in your self managed super fund. Pension Funds are lodged promptly to facilitate members receiving their franking credit refunds as soon as possible. We can assist you with pension rollback and restart strategies. If your fund is in accumulation and pension mode, we will obtain an Actuarial Certificate or help you employ asset segregation. We source Corporate Trustees, Bare Trusts and Instalment Warrants for Limited Recourse Borrowing arrangements you may wish to employ if implementing a borrowing strategy to purchase property through your self managed super fund.

At Noosa North Shore Bookkeeping we specialize in helping small business owners operate more efficiently so they have more time to concentrate on growing their profits. The owner, Chris, is an ex-Electronics & Communications professional, now with 18 years experience in the small business accounting field. 18 years experience with configuring, and operating, desktop and cloud versions of Quickbooks, MYOB Accountright, MYOB Essentials, Xero, and Reckon Accounts. Member In Practice with The Institute of Certified Bookkeepers. Registered BAS Agent (RAN 25963956) with the Tax Practitioners Board. Education – Certificate IV in Accounting Broad range of experience keeping accounts for tourism, freight distribution & transport, professional services, Aboriginal Housing Corporations, and retail businesses. Certified Quickbooks Pro Advisor.