Financial Planners

Leenane Templeton accountants and advisors are based on King Street in Newcastle, with almost 30 staff our team has a diverse range of accounting, tax and financial specialists to help with your personal or business accounting. Whether you need a simple tax return or have complicated business or financial accounting and tax needs our team are here to help.

Welcome to Mobile Bookkeeping & Recruitment Pty Ltd. - Bookkeeping, Training & Recruitment Mobile Bookkeeping & Recruitment Pty Ltd is a CPA Australia (Certified Practicing Accountants) business. Bookkeeping & Accounts Services;- Our business provides onsite & remote bookkeeping services in Newcastle, Lake Macquarie, Maitland & Upper Hunter and Central Coast supported by CPA Qualified accountants. We focus on small and medium-sized businesses (Turnover $200k to $10 Million) across a wide range of industries. Our accounts team can provide the following to your business;- A free one hour initial appraisal of your existing accounting records. Discuss your bookkeeping requirements. Monthly Profit & Loss and Balance Sheet reports (Quickbooks & MYOB). Accounts & supporting documents prepared in accordance with business reporting requirements (Tax & Statutory). Preparation of Budgets & Cashflow as required. Save on your Accounting Fees & improve your understanding of your business accounts & systems. Let us join your team.

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.

myPortableFinance isn't your average "Personal Finance Management Tool", we're built around you, with what you need in mind and providing you with the tools to truly understand and manage your finances. We are constantly working to innovate and build myPortableFinance into the most brilliant all in one finance management machine! Want to know more? Check us out! https://myportablefinance.com.au/about_us

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.

Financial Planning

At Emerge Business Advisory we pride ourselves in being friendly and accessible accounting specialists who make it our business to make your business more successful! We aim to partner with you and enable you to rely on us as a contributing factor to your success. We are highly educated, well-trained accountants, business consultants, tax specialists, financing and valuation specialists, as well as litigation support experts. We work with your management team using state-of-the-art technology to fuse strategy with results and help you grow.

Shartru Wealth provides financial advice to families and individuals. A holistic service to assist you reach your financial goals.