1036  Invest found in Adelaide Greater Metro

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  Goldsborough Financial Services

  120 Greenhill Rd, Unley, SA, 5061

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  We are a dedicated group of qualified, personable advisers who are ready to assist you with your financial planning needs. It doesn't matter how big or small you believe your financial problems are, Goldsborough has the experience, systems and personnel to provide you with appropriate advice both now and into the future. We can assist in one or more of the following areas: *Retirement income streams, *Redundancy packages, *Centre link/veterans' affairs strategies, *Wealth creation, *Investment portfolios, *Salary packaging, *Personal risk insurance, *Tax effective investing, *Estate planning, *Investment placement, *Superannuation, *Retirement projections *Aged Care planning Read more

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  (08) 8357 7840

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  Finsec Planners

  121 Greenhill Rd, Unley, SA, 5061

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  FinSec Planners have been servicing clients in Adelaide and other parts of Australia for over 25 years. Our proposition to you is simple. "We take time to listen and understand you. This enables us to assist you create, protect and manage the wealth of your family and your business by providing tailored advice through all stages of your life" By doing this well, you will benefit by creating the financial security, independence and peace of mind that allows you focus on what's really important in your life. Read more

  

  “Top grade advice on financial planning. No high pressure sales, ju...”

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  (08) 8300 8300

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  Bernie Lewis Home Loans

  213 Fullarton Rd, Eastwood, SA, 5063

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  Bernie Lewis is a South Australian family owned financial services business providing expert home loan advice, general insurance and financial advice. Each of our advisers work together by taking an integrated approach when reviewing your financial position to ensure all your financial matters work together. At Bernie Lewis we like to help our clients achieve the lifestyle they deserve. Read more

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  (08) 8130 5130

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  Marinis Financial Group

  49 Beulah Rd, Norwood, SA, 5067

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  Our boutique family business exists solely to help our clients get the most out of their financial lives.

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  1800 752 286

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  AddCash

  147 Pirie St, Adelaide, SA, 5000

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  We help solve cashflow problems of small businesses that sell goods or services on credit terms. If you have to wait for your invoices to be paid this can cause cashflow shortages, no matter how profitable your business is. At a minimum, a cashflow shortage stops your business growing and at worst it causes complete failure. AddCash Invoice Financing accelerates business cashflow, so it's an obvious solution. Visit the Guest Login at www.addcash.com.au to see how easy it is to use. Apply now, there's no cost, no obligation and it only takes a few minutes. Find out if you qualify! Read more

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  (08) 8224 2722

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  Bell Potter Securities Limited

  182 Victoria Sq, Adelaide, SA, 5000

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  Bell Potter is one of Australia's leading full-service, stockbroking and financial advisory firms catering to private, corporate and institutional investors. Our investment providers have a long history of providing high quality, professional advice to its investors. Read more

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  (08) 8186 3589

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  Jason Hawthorn Financial Planning

  230 Main South Rd, Morphett Vale, SA, 5162

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  JHFP Pty ltd was established at the depths of the GFC in May 2010. We are proud to service the southern area of Adelaide with what we consider to be appropriate advice for an appropriate fee. We provide advice on all facets of financial planning including preparing and tranistioning to retirement, managing superannuation monies in both the accumulation and retirement phase. We have a big belief in maintaining your ability to earn an income through Income Protection and Life Insurance and seem to always have one insurance claim in progress on behalf of our clients. We also have a direct link to the Australian stock market as we are wholesale intermediaries of both Commsec and E-Trade and are able to place a one off transaction should you have shares that you are looking to sell or can provide ongoing portfolio management for you. Our opening hours are reasonably flexible including weekends by appointment. Please call us on 81863589 to discuss with us further. Read more

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  (08) 8273 7940

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  Mercs Wealth Management

  L 1 6, 15 King William Rd, Unley, SA, 5061

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  (08) 8332 2177

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  Palani & Associates Pty Ltd

  238 Magill Rd, Beulah Park, SA, 5067

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  (08) 8339 7973

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  Hawthorn Financial Plannng Pty Ltd

  Stirling Business Centre 3, 85 Mount Barker Rd, Stirling, SA, 5152

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  (08) 8211 0900

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  Ascensis

  Ground Level, 19 Rundle St, Kent Town, SA, 5067

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  Professional and friendly advice to ensure the prosperity for your business and retirement plans. THE ASCENSIS ADVANTAGE Ascensis is at the forefront of innovative investment, accounting and taxation solutions. We are a boutique firm holding our own Australian Financial Services Licence (No. 309418). This enables us to offer our clients exclusive opportunities to participate in investment strategies unique to our firm. We are prudent in applying the fundamental principle in wealth accumulation of achieving maximum returns whilst managing risk. An important part of wealth accumulation is tax management. At Ascensis we have in-house tax expertise enabling us to tailor investment tax structures to manage your tax liabilities to your advantage. OUR CORE VALUES The core values of Ascensis are: - Operate ethically with the highest level of integrity - Listen to and understand our clients' needs - Treat our clients with dignity and respect - Apply prudent financial and business strategies - Value, encourage and support our employees - Be economically, environmentally and socially responsible OUR MISSION At Ascensis we are committed to providing innovative wealth management and accounting services of the highest standard focused on achieving client financial and life goals. Read more

  

  “I've used Ascensis to provide advice for our self managed superannu...”

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  (08) 8274 3744

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  Wealth On Track

  L 1, 213 Greenhill Rd, Eastwood, SA, 5063

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  If you are looking for great financial advisors in Adelaide, come along and meet us at Wealth On Track We have our own licence (AFSL 465168), and so are not aligned with any bank or product manufacturer. We feature on Top10 Financial Planner, and are a Professional Practice with the Financial Planning Association. We are panel advisers for several industry funds, including CBus and SunSuper. Wealth On Track's clients go on a journey towards their financial goals. We take you through a disciplined and consistent planning process, which fully considers ALL of your lifestyle and financial needs, to help YOU determine your true destination. We've found clients enjoy the trip, because they are fully protected along the way, and they know that we REALLY understand them... and their whole situation. Ultimately they are very comfortable and secure because we keep them ON TRACK, which means they have the best possible chance of achieving success. We do not receive commission on any investments & we are considered to be one of the best Financial Planners in Adelaide. We are constantly striving to find new and better choices for our clients, across all areas of financial advice including superannuation, investing or life insurance and income protection. The business was founded by Steve Greatrex in 2009. In January 2013 his wife, Glenys Cook joined Wealth On Track, also as a Financial Planner. Wealth On Track is focused on guiding our clients to a more prosperous future and protecting them along the way. Wealth On Track is a fee for service planning business. In particular, we do not take commissions on investments. Wealth On Track is an active member of BusinessSA and was recently awarded a WOMO Service Award. We are a Professional Practice with the Financial Planning Association of Australia. Enjoy the best and most transparent financial planning in Adelaide with Wealth on Track. Read more

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