Wealth Enhancers

GoldVisit their website

Contact Pamela Gerstmann, email (61406414534)

We are a financial advisory firm and exist to enable Gen-Y to become high performing and to live a life driven by their values and free of societal and monetary limitations.

246 Coventry Street

Ark Total Wealth

SilverVisit their website

Contact , email ()

Suite 702, Level 7, 14 Martin Place , SYDNEY NSW 2000

Ellerfield Financial Planning

SilverVisit their website

Contact Sharan Sheth, email (07 5476 8744)

We are a world leader in Financial Behaviours and how these lead to financial success. We know that everyone is unique and so are their circumstances, dreams and aspirations; therefore we create individual plans tailored to suit your needs. We do this by getting to know who you are, what your needs are, what is important to you, and what you value in life.

3-5 Ballinger Road , BUDERIM QLD 4556

Experience Wealth

SilverVisit their website

Contact Steve Crawford, email (03 9646 5252)

We help professional Gen X & Y's have better holidays, buy their home's sooner, pay them off faster, understand where their money goes, the best way to use it to get them ahead, and how to protect what they've already earned. Our mission is to help you get more out of life!

Bianca Building , Suite 311, Level 3 , 120 Bay Street

Parinity

SilverVisit their website

Contact Keiren Murphy, email (07 3114 2500)

We believe in delivering extraordinary solutions to inspire our clients. We achieve this by providing clarity through insight and partnering with clients to support their financial decision-making. We create unique and unbiased financial and business solutions.We explore all aspects of a client's life to understand what truly motivates them and their financial decisions. Our priority is to recommend the best financial solution for the client and then work with them to make it happen.

82 Abbot Street , ASCOT QLD 4007

WB Financial - Woolloongabba South

SilverVisit their website

Contact Roy Wang, email ( 07 3391 1624)

119 Logan Road

Wealth Elements

SilverVisit their website

Contact Wealth Elements, email (07 3878 8767)

We partner with busy families who want proactive and smart financial lives. We build reality-based financial plans that guide the money you earn today while considering the money you need tomorrow. Our passion is to develop intelligent wealth, using investments that best suit your objectives while ensuring there will be predictable financial outcomes in the future for any unpredictable changes to health.

7/17 Station Rd

JAS Wealth

BronzeVisit their website

Contact Joshua Stega, email (02 8253 0330)

We help successful individuals manage their wealth, using only the best products, services and investments available in the market. We are a boutique wealth management firm, located in Sydney. Our expert financial advisors provide strategic financial planning advice as well as investment advice, based on independent thinking. Whether it is household budgeting service, or a comprehensive wealth management strategy, we have the service offering to help manage your wealth.

Level 9 , 275 Kent St , SYDNEY NSW 2000

DJA Capital Pty Ltd

BronzeVisit their website

Contact Darren Allan, email (03 9015 9425)

DJA Capital is a licensed financial advisory firm providing professionally tailored solutions to meet the needs of businesses and high net worth individuals. DJA Capital and its team of Authorised Representatives can provide solutions across Business Advisory, Wealth Management, Self Managed Superannuation and Financial Advisory Services. We specialise in implementation of the most efficient cloud based systems to allow our focus to grow your business and wealth.

1/71 Queens Road , MELBOURNE VIC 3004

Lockwood Wealth Consulting

BronzeVisit their website

Contact Michael Rees-Evans, email (02 9299 7044)

In an uncertain and complex world we aspire to help you get greater certainty in your financial life with independent financial planning advice. Our aim is to help you to achieve your personal goals and deal with the financial complexity in your life.

Level 9, 50 Clarence Street

Pacific Wealth

BronzeVisit their website

Contact Paul Birch, email (1300 558 827)

We specialise in helping people get back in control of where they are spending their money so they can better make smart decisions with where to invest it. Using smart cashflow management strategies and Xero, we build the foundations to get your financial life in order covering all aspects of, cash, super, investments, debt and insurance.

Suite 7, 277-283 Condamine St

Smile Business Group

BronzeVisit their website

Contact Peter Jonsson, email (1300 766 720)

With over 75 years combined experience in the business and IT sectors, Smile Business Group offers a superior and tailored business solutions service. Smile is committed to ensuring customers remain at the cutting edge of technology through its accredited partnerships with leading Cloud solution providers including Xero, Unleashed, Microsoft Office 365, Google Apps, Vend and GeoOp. Smile has office locations in Brisbane and Caloundra on the Sunshine Coast.

26 Wood Ave

Chaston Financial Solutions

BronzeVisit their website

Contact Mark Chaston, email (08 9524 2529)

As a financial adviser my objective for my clients is to “Own your financial future”. What does this mean? • Cash flow / budgeting: living within your means and have your debt under control. • Life insurance: have in place an appropriate and sustainable package of life insurance. • Superannuation: know where your super is, what the fees are, how the fund is performing and understand your options concerning choice of fund. • Retirement planning: have plans in place for the future. I listen to my clients so that I thoroughly understand what is important and why. I generally offer straight forward, less complex advice, I support financial literacy and I take the time to explain to you what your options are. I specialise in providing financial advice to families living in Perth to help them achieve what they live for. Mark Chaston trading as Chaston Financial Solutions ABN 55 124 139 430 is an Authorised Representative (No. 263236) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFS Licence No. 331367 GPO Box 4232, Sydney NSW 2001.

68 Huxtable Terrace

Wealth Foundations

BronzeVisit their website

Contact Andrew Jenkins, email ( 02 8249 8176)

If you have a successful career, as a professional or business executive, have your own growing and vibrant business and/or are independently wealthy, you're likely to set and achieve high standards. You're also probably smart enough to realise that you do not have the time, expertise and/or inclination to adequately keep up to date and manage all the financial aspects of your life. Where do you find the same professionalism, expertise and caring that you would demand of yourself? We've been helping people like you structure their financial affairs for many years. We're independently owned, without ownership or remuneration links to banks, stockbrokers, insurance companies, fund managers or any other financial product provider.

Australia Square Plaza Building , Level 12, 95 Pitt Street

Latitude Financial Services

BronzeVisit their website

Contact Megan Geilman, email (03 8609 7333)

At Latitude Financial Services, we are committed to working closely with our clients to identify and achieve both their short term and long term goals. We are trusted advisers to a wide range of clients and pride ourselves on providing sound financial advice with a professional and personable approach, enabling us to build and foster lasting relationships. Working together to create clarity, insight and partnership is imperative so that you are well prepared when it matters most - and that matters most of all to us.

Suite 2a, 14 Albert Street

Your Personal CFO

BronzeVisit their website

Contact Peter Wilson, email (03 8610 1700)

Your Personal CFO manages personal finances for busy people. We help individuals strategically manage their cashflow, pay their bills and provide regular reporting to inform wise financial decisions. With Your Personal CFO, you can spend more time doing the things you enjoy and less time worrying about your financial future. Whether you're an executive, professional, expat, retiree or a small business owner, we can help to identify opportunities to save more, develop a clear understanding of your finances, and access quality information to plan ahead.

Level 2, 15 Queens Street , MELBOURNE VIC 3000

Wealthfarm Financial Planners

BronzeVisit their website

Contact Nicholas Sinclair, email ( 07 5571 1342)

Wealthfarm is a financial services business based on the Gold Coast, but with clients all over Australia. We work passionately to help our clients achieve the lifestyle they desire. The foundation to this is cash flow management (budgeting doesn't work but tracking where it goes does). We look forward to hearing from you.

58 Kingston Drive

Valley Mayfair

BronzeVisit their website

Contact Michael van Loenen, email (07 3607 6380)

Tell Hillross Valley Mayfair what you want to achieve and we will show you how to get there and keep you on track. Navigate to Freedom is our bespoke strategy tool to deliver clear goal based advice, powered by monthly reporting from Xero. We specialise in strategic and investment advice, we combine our investment expertise to ensure your Navigate to Freedom plan achieves your financial goals.

91 Commercial Road

Edney Ryan Wealth Management

BronzeVisit their website

Contact Brendon Vade, email (02 9908 9888)

Level 2 , 357 Military Rd

Your Money Matters - Ipswich

BronzeVisit their website

Contact Nicky Stafford, email (07 3878 8383)

Our Brisbane-based financial strategists have a deep understanding of finance and financial planning. We also understand people, their motivations, what makes them tick and how they get things done. That combined knowledge will help you greatly. We can integrate smart financial plans and strategies, with the way you get things done, to get you to your financial goals much more quickly than you would have thought possible.

Cnr East St & Limestone St

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ICAA (Australia)

Chartered Accountants have completed one of the most rigorous educational training qualifications on offer; their experience sets them apart. As a Chartered Accountant they have achieved a qualification with one of the world’s most trusted accounting brands.

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IPA

IPA accountants are valued for their broad understanding of the small business environment and are uniquely positioned to provide business with relevant, quality advice. Membership ensures that IPA accountants are compliant with the latest laws and regulations, are bound by a code of ethics and stay up-to-date with professional education requirements.

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The Institute of Certified Bookkeepers

ICB accredited Bookkeepers are supported by one of the largest Bookkeeping associations in the world. Bookkeepers helping Bookkeepers helping businesses.

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Association of Accounting Technicians

AAT Australia is the country's largest body in the bookkeeping sector and is the only association supported by CPA Australia, the Institute of Chartered Accountants in Australia and Institute of Public Accountants. It provides a commitment to professionalism, recognition and status for paraprofessional accounting technicians including bookkeepers and BAS Agents.

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Certified Practising Accountant (CPA)

Get the benefit of expert advice. The CPA designation is a mark of high professional competence. It indicates a soundness in depth, breadth and quality of accountancy knowledge. CPA practitioners deal with a broad range of clients providing an extensive range of services.

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