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Financial advice planners and advisor services (25)
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Mates Rates Aussie Discount Mortgage Broker / Lender - Rebate and Refund Mortgages
http://www.matesratesmortgages.com.au/
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Financial planning |
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Advisor services |
Financial advice planners and advisor services
If you are looking to refinance an existing mortgage or make a new
purchase, consider using Mates Rates Mortgages. We will not only be helpful
in assessing what mortgage products will work best for you, but will also
negotiate to get you the best deal.
The financial planning process involves determining the current financial
situation, developing your financial goals, gathering the relevant
information and identifying different options for action. This is followed
by evaluating the alternatives, considering your personal values and
situation as well as economic factors. You must also assess the amount of
risk involved and the time value of money. It is helpful in this stage to
get advice on different options and financial products. The next step is to
create and implement your financial action plan. Finally, review your plan
regularly, making any necessary changes.
The job of a financial planner is to help you to invest and grow your
money ensuring long-term financial security. Your financial planner would
need to know your present financial state of affairs and where you want to
be in the future. This personal information will help your financial planner
to make informed decisions about how to make the most of your money. A
financial planner can make your money grow by investing it, protecting it to
your gain and by using other financial products that suit your needs.
Personal financial advisors
Personal financial advice can help at important turning points in your
life, such as retirement, marriage, completion of mortgage payments, or
having children. A financial advisor can cover a range of financial
activities such as superannuation, tax planning, budgeting, insurance,
estate planning and government benefits. When choosing a financial advisor
consider which aspects of your investments would require managing, then
obtain the services of a financial advisor who specialises in the areas you
require managing.
When seeking the services of a Financial Advisor it is critical that you
hire someone who is qualified and authorised to advise you on financial
investments which interest you. It may be a good idea to check whether your
financial advisor is properly licensed with the Australian Securities &
Investment Commission (ASIC). Also ensure you check out your financial
advisor's references. Remember, your financial advisor will be responsible
for the growth and management of your investments, and trust is of utmost
importance.
Making a better mortgage choice is easier at Mates Rates Mortgages. Your
Interests Come First - Using advanced software and a wealth of experience,
Mates Rates Mortgage brokers consider hundreds of different options from our
Preferred Lenders to find the right mortgage for you.
Click here for more information on our products and services...
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Rebate and Refund Mortgages - Mates Rates Aussie Discount Mortgage Brokers / Lenders
http://www.matesratesmortgages.com.au/home%20loan%20in%205.html
Australia's leading rebate and refund mortgages. Save time and money on your home loan financing package with Mates Rates Rebate.
Rebate / Refund Mortgage
The Mates Rates rebate is the regular rebating of all trail commission paid by the lender to your home loan to save you thousands of dollars in interest costs. You will be surprised at how much our refund mortgage will save you.
Aussie lenders - Paid Monthly and transferred electronically to your home loan, you could save around $40,000 on a $300,000 mortgage.
So be Australian, arrange your home loan through us. You'll get great service and support and with mates rates, we will save you!!
Mortgage brokers home loan example
Your Mates Rates Mortgage broker will assess your circumstances against the policies of the lender and product that interests you before the application is lodged, which helps to protect your credit rating.
Your Mates Rates Mortgage broker will manage your application to make sure the the funds are available when you need them, keeping you posted all the way.
Your Mates Rates Mortgage broker will make sure that you do not submit an application that is likely to be rejected by the lender.
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CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program
http://www.gatlineducation.com/certified_financial_planner.html
CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program
The College for Financial Planning’s CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program offered online through Gatlin Education provides instruction that prepares students to pass the CFP® Certification Examination to become a CFP® certificant. The College for Financial Planning prepares students in both theory and practice of personal financial planning. This education program is registered with Certified Financial Planner Board of Standards Inc. (CFP Board) and successful completion of the program fulfills the education component for obtaining CFP® certification.
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Careers in Finance: Financial Planning > Overview
http://www.careers-in-finance.com/
Financial planners help individuals plan their financial futures. How are you going to cover your retirement needs? What do you have to do today to put your children through college? This work can be personally and financially rewarding and requires excellent interpersonal skills. A good financial planner understands investments, taxes, estate planning issues and knows how to listen. This work can be done within a company such as IDS Financial Services or by yourself, as a sole proprietorship. Most planners go solo or work within smaller practices. It's essential then that you have a certain amount of entrepreneurship given that you will be running your own business. The work pays well and is rewarding if you like to help people. Increasingly, it pays to obtain the Certified Financial Planner (CFP) designation.
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Advisor Financial Services
http://advisorfinancialservices.com/
Advisor Financial Services is an independent fee-based Colorado Springs financial planner and Registered Investment Advisor (RIA) firm providing financial planning and investment advice, investment management and asset protection consulting. We have knowledge and experience across a wide spectrum of financial topics to help you grow, protect, insure and enjoy your wealth.
We can help to save you time and money, reduce financial stress and avoid costly mistakes. Our website provides information on many topics that may be helpful to you. The best way to see if we can help you is to give us a call or send email with your questions. We are primarily a Colorado financial planner and financial advisor but we serve clients in all states where we are registered or exempt from registration.
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A bright future in taking advice - moneymanager.com.au
http://moneymanager.com.au/
Savings Smart Guide: Fine-tune your savings strategy and locate the best rates to make your nest egg grow. Investing in Property Smart Guide- Take the smart approach to investment propery. Navigate through the steps of buying a property, discover the hidden fees, and compare the most competitive lending rates.
Credit Cards Smart Guide- Get smart with this step by step guide to getting the lowest rate credit cards, getting out of credit card debt, and managing your credit cards. Debt Management Smart guide- Our step by step smart guide to heading off potential debt concerns and learning strategies such as debt consolidation to manage your current debt.
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Wealth Management - Financial Planning Advice - Macquarie Bank Limited
http://personal.macquarie.com.au/
We can help you achieve your wealth creation goals, that includes strategies with debt management, superannuation, tax planning and wealth creation. We believe the real value and ultimate measure of financial planning is the achievement of your financial and lifestyle objectives.
We therefore, don’t simply look at one area of your finances. Rather, we take a holistic view of your overall financial situation and goals. From the very beginning, we’ll help you to identify your objectives and what they mean to you from a financial perspective. And, if you’re like most people, you may find there’s something of a gap between where you’d like to be financially and where you’re at right now. A Macquarie Financial Adviser can help you bridge that gap by working with you to build a strategy that’s tailored to your needs. After all, no two people's circumstances are the same!
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2020 DIRECTINVEST
http://www.2020directinvest.com.au/
2020 DIRECTINVEST have been proudly serving the DIY investment needs our members for over 10 years. Why become a member? Save on your investments: 100% entry fee rebate on new and regular investments/contributions for managed funds, superannuation and pension funds. We aggregate the collective investment buying power of our customers in order to negotiate special deals and fee arrangements that would not normally be available to individuals.
We recommend that our members seek advice from a professional financial adviser who does not receive a commission from the product provider but rather charges you a professional fee similar to a professional like a doctor, dentist or engineer.
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What is financial planning advice - AMP
http://www.amp.com.au/
Financial planning advice helps you plan and manage your money to work towards making your dreams and goals become a reality. Whatever your situation, there are 7 key building blocks (sometimes called ‘strategies’), that can be used, in combination, to help make the most of your money.
AMP Financial Planning is one of Australia's largest financial planning networks. We have over 1,200 authorised and accredited financial planners across Australia. And we are a leader in the industry in terms of the training, support research and ongoing development we provide to our planners. We are committed to providing our customers with quality financial advice and service based on their needs, goals and current situation.
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Aspire Retire - Financial Advisory Services
http://www.aspireretire.com.au/
Aspire Retire Financial Advisory Services is a leading financial planning firm offering a range of financial services tailored to your individual needs. Our business is built on "word of mouth" - 99% of our clients come to us on a referral from existing clients, friends and colleagues who are delighted with our service.
At Aspire Retire, we believe the needs of our clients take priority. We build strong and long lasting relationships with our clients based on: clear communication, personalised service and a genuine interest in their well-being. Our philosophy is simple, yet valuable. We are committed to helping our clients understand their financial affairs and freeing them of financial stress, allowing them more time to concentrate on their other interests.
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Selecting a financial adviser - AXA Australia Financial Services
http://www.axa.com.au/
The growing complexity in legislation, insurance and investment markets mean it's becoming increasingly difficult to make the right financial choices without professional advice. By consulting an experienced financial adviser, you can actively plan for your future rather than leaving it to chance.
Selecting your financial adviser is a decision for the longer term and one that should not be left to chance. Ensure you are comfortable with all the criteria (in addition to any other applicable factors) before you select your financial adviser.
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Financial Advisory Services - Deloitte LLP
http://www.deloitte.com/
Deloitte Financial Advisory Services LLP advises clients on managing business controversy and disputes, executing deals, and maintaining regulatory compliance.
Deloitte is the brand under which tens of thousands of dedicated professionals in independent firms throughout the world collaborate to provide audit, consulting, financial advisory, risk management, and tax services to selected clients. These firms are members of Deloitte Touche Tohmatsu (“DTT”), a Swiss Verein. Each member firm provides services in a particular geographic area and is subject to the laws and professional regulations of the particular country or countries in which it operates.
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Financial Advisory Services (FAS)
http://www.fas.net.au/
Financial Advisory Services (FAS) is a long established, independently owned financial planning group. FAS is the holder of an Australian Financial Service Licence (number 227929) and have a team of licensed advisers and client service staff.
We are able to offer our clients a broad range of advice and product selection, as we are not aligned with any financial institution. FAS is a principal member of the Financial Planning Association of Australia. Our clientele consists mainly of high net worth and self employed individuals and their families.
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FAS
http://www.faskc.com/
Our Certified Financial Planners are among the most highly-trained professionals in this field. The principals of Financial Advisory Service, Inc. (FAS) have accumulated more than 100 years of experience in investments, risk management and estate planning. FAS is one of the oldest independent, fee-based financial planning firms in the country.
Our approach utilizes not one, but a team of certified professionals consisting of Certified Financial Planners, Money Managers, Attorneys, and Accountants. Our services, investment mgmt., estate planning, financial planning, insurance, 401(k) planning and business consulting are combined when planning and managing your wealth objectives.
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Your Partner in Financial Planning Advice
http://www.financialplanning.ucis.com.au/
Since 1993, U.C.I.S Financial Planning has been helping thousands of individuals and families throughout Queensland to achieve their lifestyle goals by putting them in control of their financial future. At Tandem Financial Advice, we have developed an eight step process to developing your personalised financial plan. Building wealth: financial planning advice, retirement planning, gearing, superannuation, investing, home equity, insurance.
Our Advisers operate as Authorised Representatives of Tandem Financial Advice Ltd, Australian Financial Services Licence Number 238427, and part of one of the world's largest financial service providers, ING. This provides our Advisers with access to some of the most comprehensive research and resources available within the financial planning industry, which can make a real difference when developing your financial strategies. Our mission is to help people, by providing personalised financial planning advice in a professional and ethical manner.
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Welcome to the FPA
http://www.fpa.asn.au/
The Financial Planning Association of Australia Limited (FPA) is recognised internationally as the peak professional organisation representing the financial planning sector in Australia.
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Financial Planning
http://www.icaa.org.au/
The financial services industry is a rapidly growing and technical area that many highly qualified and skilled Chartered Accountants operate in. The industry incorporates a wide range of specialist areas and roles, such as funds management, financial planning, and superannuation (including self-managed superannuation funds).
In these areas, the Institute lobbies and works with government and regulators extensively on policy development in the interests of members, their clients and public in general. Additionally the Institute provides support and guidance to members through the provision of various tools and regular communication.
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IFFP - Commission free financial advice / planning
http://www.iffp.com.au/
IFFP - Commission free financial advice / planning. Industry Fund Financial Planning (IFFP) offers financial advice with qualified and experienced financial planners located in every State and Territory. Our financial planners do not accept commissions, either upfront or ongoing, so more of your money is working for you.
Industry Fund Financial Planning (IFFP) is a division of Industry Fund Services (IFS). IFS and Members Equity Bank are related entities and are owned by a number of major industry superannuation funds.
IFFP offers financial advice with experienced qualified financial planners located in every State and Territory. IFFP also have a free Super Fee Comparison Service as well as free retirement and financial planning seminars for members of participating industry super funds.
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Ppfas.com
http://www.ppfas.com/
Parag Parikh Financial Advisory Services Ltd. is a leading Investment Advisory Firm with a reputation built on performance. We follow a philosophy which focuses on doing the right things rather merely doing things right and also believe that monetary rewards do not take precedence over an ethical approach to our work. Our employees, who are aligned with this philosophy, are considered to be our most important assets.
With over two decades of rich and varied experience, a thorough knowledge of the markets, proficiency in risk management, innovative and focused research, we offer advise on investing in the equity and fixed income markets and mutual funds. The humility to accept changes and imbibe new ideas and concepts underlines the culture at PPFAS.
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Professional Investment Services
http://www.profinvest.com.au/
Professional Investment Services, an Australian Financial Services Licence holder, has one of the largest networks of accountants, financial advisers and life insurance brokers in Australia.
Professional Investment Services offers a broad range of financial and business development services that are backed by our ongoing support and expertise. Our size, skills and success enable us to offer first class, personal services in financial planning, wealth creation and wealth preservation strategies, while at the same time assuring that we are a progressive company in the ever-evolving financial services profession.
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Rabobank Australia - Financial Advisory Services
http://www.rabobank.com.au/
Personal financial planning is not just about providing investment advice and placing investments. Rabo Financial Advisors (RFA) believes it is a more holistic process of developing comprehensive wealth creation strategies to meet your personal goals, the ultimate aim being to help you take control of your financial affairs and achieve financial security.
Building, managing and protecting your wealth in today's complex financial and legislative environment requires a comprehensive plan developed by the investor with the assistance of well trained and talented advisors. RFA provides a wide range of financial advisory services designed to meet the specific needs of families in rural and regional Australia.
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ROCG Consulting - Services - Financial Advisory
http://www.rocg.com/
ROCG is an international professional services and consulting firm with offices throughout North America, Europe and the Asia Pacific region. We are the only international firm specializing in the areas of strategy, finance and operations for privately owned and emerging growth enterprises.
ROCG Financial Advisory provides strategic and financial advisory services to clients throughout every phase of the economic cycle. Financial Advisory comprises six services whose shared principal objective is the creation and enhancement of shareholder and stakeholder value: Cash Flow Forecasting, SME Funding & Capital Raising, Internal Control Assessments, Management Reporting (KPIs), Profit Improvement, Shareholder Value Improvement.
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Select Credit Union - CU Financial Advisory Services
http://www.selectcu.com.au/
CU Financial Advisory Services Pty Ltd (CUFAS), a company equally owned by Sydney, Select and Encompass Credit Unions, provides a variety of specialised financial planning services to credit union members and the general public.
For most people planning a secure financial future is not easy, in fact it is often daunting. It's important that you gain appropriate advice. Whether you are saving for your first home, have a young family and are planning the many costs that caring for children will bring or considering retirement, it is important that you obtain professional financial advice.
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Tandem Advice
http://www.tandemadvice.com.au/
Tandem Financial Advice Limited, is a boutique dealer group targeting sophisticated advisory firms who are ambitious, willing to invest in their business and have a desire to be part of a mutually beneficial business alliance. Our mission is to build a sustainable business that provides unparalleled levels of support, service and solutions to our representatives and clients. We differentiate ourselves by our commitment to excellence in delivery.
Our core values are: To be a dealer of choice, To provide excellent core dealership services, To provide advisers with support tools that enable them to focus on growing their business, To be respected by the financial services industry for the thought leadership that is provided to the members of the Tandem dealership, To grow funds under management year on year.
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Vericap Finance : Corporate and Wholesale Financial Advisory Services
http://www.vericapfinance.com/
Vericap Finance provides corporate and financial advisory services to, and makes private equity investments in, Australian companies who have commercialised unique technology or know-how for which there is international potential. Our unique advantage comes from:
- Our extensive experience across a broad range of domestic and international disciplines and industries;
- Our insatiable appetite to get to know our companies and the market places in which they operate as well as they do;
- Our extremely dedicated and ethical approach to all aspects of our dealings; and
- Our partnership approach to co-investing with founding shareholders.
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