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Vital Financial Group
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Vital Financial Group is a group of companies which include Vital Financial Planning PTY LTD, Vital Insurance PTY LTD and Vital Home Loans PTY LTD. We are located in Newcastle NSW but can service clients Australia wide. Vital financial group is a group of skilled professionals who work together to provide a comprehensive range of services for clients. We take a holistic approach and help our clients for all their personal and business insurance advice, Finance for business or residential purposes, or help build their financial wealth for their future retirement. Our professionals can provide you with advice according to your needs or work together as a "ONE STOP SHOP' to provide a range of professional services. Contact us for an obligation free chat.
www.vitalfinancialgroup.com.au
[email protected]
1800VITAL1

BPM Financial
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BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future. Founded in 2006, our company is dedicated to helping individuals build a secure financial foundation, navigate retirement preparations, preserve and grow wealth, and strategically address life-changing events. A family business owned by Sally Maw, who manages general business administration, and Ben Maw, a seasoned and CFP® qualified financial planner with over 25 years of advisory experience.

At BPM Financial, we understand that your financial journey is unique, and our personalised approach reflects just that. We have a fundamental principle to act in your best interest. We aim to build enduring relationships with all our clients by providing quality services that meet their changing needs in life. With a wealth of experience and a passion for empowering clients, we look forward to being your trusted partner in achieving your financial goals.

Regardless of your location in Australia, we offer comprehensive support to navigate your financial objectives, all from the comfort of your home. While our office is situated in North Sydney, our online meetings ensure convenience without compromising on service quality. Furthermore, we can accommodate your busy schedule, offering flexible appointment times during evenings and weekends.

Discover the difference that a dedicated and experienced financial planner can make—schedule a chat with us today and embark on a path towards financial success.

We can guide you by:

COMPREHENSIVE FINANCIAL PLANNING
Develop a plan to help you manage your cash flow including budgeting, income stream and debt reduction strategies to achieve your financial goals such as an early retirement, travelling or building funds for your children’s education.

WEALTH ACCUMULATION AND INVESTMENT ADVICE
Choose an investment plan to manage or grow your portfolio using a range of investment choices, from shares, managed funds, managed portfolios and term deposits.

RETIREMENT PLANNING AND SUPERANNUATION (INCLUDING SMSF)
Learn how to make the best financial choices to prepare for retirement and maximise your retirement savings.

LIFE INSURANCE (INCOME AND ASSET PROTECTION)
Review your insurance needs to make sure you have the right cover in place to protect you and your family against unplanned life events that could undermine your financial objectives and strategies.

ESTATE AND AGED CARE PLANNING
Estate planning strategies such as asset ownership and healthcare strategies for health, ageing and medical needs.

 

E: [email protected]

W: www.bpmfinancial.com.au

F: https://www.facebook.com/BPMFIN

L: https://www.linkedin.com/company/bpm-financial

https://www.adviserratings.com.au/adviser/253314/Ben-Maw

https://g.page/r/CeoOfJAorvQREBk

Elite Edge Accounting
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Our goal at Elite Edge Accounting is to maximize your time doing what you do best. Being a business owner can be a juggling act, with doing what you love in your business, the business administration, financial and legal obligations, and then trying to find time for yourself and your family. We like to offer a full service option to allow you more time to do what you enjoy the most. In saying that, we tailor our packages to each individual client according to their needs.

Website : https://www.eliteedgeaccounting.com.au

Social media : https://www.facebook.com/eliteedgeaccounting

Agent For Life
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I am a Financial Adviser focusing on insurance and my aim is to make it easy to organise your cover, to take the stress out of knowing your family and your business are financially secure. I love working with Tradies as they’re very time poor and need to ensure they have good cover as there are so many injuries and illnesses that can stop them working. Especially useful is the Accident Benefit that can be added to an Income Protection policy so that a claim can be made after 3 consecutive days off work due to an accident

E: [email protected]

W: www.agentforlife.com.au