Top Valdora QLD 4561 Financial Planning
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Closed
Wealth 21 Pty Ltd Quick Info
Services
Superannuation (including SMSF's)
Long-term financial strategies
Aged Care - Finding a Facility
Aged Care - Financial decisions advice
Investment Advice
Self-managed super funds
Aged Care strategies
About
Wealth 21 has been helping locals build and protect their wealth, while securing their financial future. In these busy times, with increasing complexity, it can be difficult to make good financial decisions both in the short and longer term. It is important to remember, that the decisions that we make now, can impact as to how easy or hard our future is, or if it indeed reflects the dreams that we have. No matter what stage you are in life, early working years, later working years, retirement, aged care - Wealth 21 can guide you and allow you to focus on enjoying life.
12/100 Burnett St, Buderim QLD
5 (6)
Closed
Client Focused Financial Planning Quick Info
Services
Financial Planning
Superannuation
Life Insurance
Personal Insurance
Income Protection
Budgeting
Strategic Planning
20 years experience
Fee for Service Advice
M
Mike
4 years ago
Graham and I met up about ten years back after I had been to see various financial planners. Some I did not understand, and others spoke of commissions which I was wary of. With Graham I pay on a fee for service basis with no hidden extras and I felt most comfortable with Grahams clarity and vision for my way ahead financially. My portfolio has done well, and I look forward to Grahams regular news emails regarding the current market and prospects for the future. I appreciate Grahams friendly and easy-going nature along with his care for how I am managing my budget including any big-ticket items I may be considering. If ever I have a query I’m able to pick up the phone and have a chat and to me that is a vital part of his service. Sometimes in discussion Graham acts as a devil’s advocate getting me to consider other ways around a large expense I might be considering. An enormous help. Thanks Graham..terrific service!
The Boarding Office 100 Brisbane Rd, Maroochydore QLD
Open 24 Hrs
Noosa North Shore Bookkeeping Services Quick Info
Services
GST Business Activity Statements (BAS) & Installment Activity Statements (IAS)
Bank and Credit Card Reconciliations
Accounts Payable and Receivable
Inventory Control
Invoicing
Month and Year End Accounts and Reporting
Profit and Loss Statements
Filing and Other General Office Duties
Small Business
XERO, MYOB, Reckon Accounts, and Intuit Quickbooks Software Set-Up and Data Entry
Payroll Setup/Processing Including Super, Payroll Tax and PAYG
Liaison With Your Accountant
Systems Implementation, Training & Support
Process Improvement
Customer Strategy & Relationships (Marketing)
Employee Development & Satisfaction
Quality, Process Improvement & Change Management
Financial Analysis, Reporting, & Capital Management
Management Responsibility
Customer Acquisition (Sales)
Product Development
Product/Service Delivery
Accounting Management
Technology Management
About
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.
6 Turpentine Road, Ringtail Creek QLD
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