Beachside Financial

Your complete and ethical Financial Advice service on a "Fee for Service" basis. Nil Commissions received upon investments means no conflict of interests - we work for our clients

A holistic financial planning service is provided to all age groups is provided by Beachside Financial Services.  Located upon the Northern Beaches precinct of Sydney, Glenn Pitt provides financial services including:

o Wealth Accumulation strategy and advice
o Share Market investment advice
o Gearing advice
o Home and Business Loans
o Asset protection advice
o Life, trauma and income protection insurances
o Retirement planning and strategies
o Superannuation and rollover advice and strategies
o Self Managed Superannuation Fund setup and advice
o Social Security advice
o Estate Planning advice
o Corporate Superannuation 

Importantly, the area of Self Managed Superannuation is an area of specialisation, and following recent legislation announcements, now provides many tax effective investment and lifestyle solutions for clients including a very wide choice of investment options  - now including the purchase of direct property, and often involving loans to the SMSF.  

NEW  Service:  By popular request we have also established a Business Activity Statements (BAS) and Business Bookkeeping services designed to take the hassle from running your own business.  This allows you to focus upon securing and doing the work you are best at and outsourcing the detail work to similar professionals.  Please contact for a quote.