Bank and Financial Planners Services in Chastwood - PowerPoint PPT Presentation

About This Presentation
Title:

Bank and Financial Planners Services in Chastwood

Description:

Financial planning is the process of achieving your life goals through different investment options, with your current resources you can go through proper management of your finances. So Financial Planning is not only about money, but it is all about life, about fulfilling your needs, wishes, dreams, aspirations, and enjoyment. To contact our team member, please email to info@cantoraccounting.com.au and call (02) 9411 1134 or visit online at: . – PowerPoint PPT presentation

Number of Views:29

less

Transcript and Presenter's Notes

Title: Bank and Financial Planners Services in Chastwood


1
Bank and Financial Planners Services in Chastwood
2
Introduction
What is Financial Planning?
Financial planning is the process of achieving
your life goals through different investment
options, with your current resources you can go
through proper management of your finances. So
Financial Planning is not only about money, but
it is all about life, about fulfilling your
needs, wishes, dreams, aspirations, and enjoyment.
3
Who we are! How can we help you!!
  • Cantor Carnevale and Co is a single partner
    boutique firm of Chartered Accountants, Certified
    Practicing Accountants, and Financial Planners,
    based in Chatswood.
  • We provide highly personalized, practical advice
    on all features of taxation and financial
    accounting.
  • Whenever you call us, youll deal with a real
    person who can discuss English your taxation
    affairs.
  • We provide a range of all-purpose services also
    recognizing every clients different
    requirements, business backgrounds, and
    expertise, so we modify our approach for every
    individual.

4
  • We understand the meaning of personal contact
    with the Partner and senior accounting staff. Our
    firms experience covers an extensive range of
    clients including private companies, individuals,
    registered clubs, incorporated associations,
    medical and professional practitioners, retail
    operators, developers, various traders,
    charitable organizations, DGR, Superannuation,
    and Self-Managed Superannuation Funds, etc.

5
Get an idea about your financial future
  • Whether you require a registered tax agent to
    help understand your requirements about the
    financial future, or youre seeking advice to
    prepare a return or self-managed super fund,
    were the Chatswood/ North Sydney best firm for
    you.
  • We focus to protect and cultivate our clients
    money, generate results with manageable risks,
    and reduce instability, based entirely on your
    plans and requirements.
  • With time again we see that people find it
    difficult to know how and where to invest their
    hard-earned money, particularly in todays world
    of changing legislation and unstable markets.
  • Our Planners will listen to your ideas and put
    realistic goals, considering your current and
    future needs.

6
We can assist many areas, including
Set up of an SMSF (individual or corporate
trustee) Tax-effective investment
strategies Retirement planning Stockbroking
Life insurance (TPD, trauma, income
protection) Other Investments Tax-effective
strategies Centre link entitlements Salary
packaging Estate planning and wills Aged care
strategies Create a shared portfolio
7
Get in Touch with us
  • To speak with any of our tax agents or chartered
    accountants, please contact our North Sydney
    office today, by sending an email to
    info_at_cantoraccounting.com.au.
  • Our goal is to provide your financial security
    and satisfaction.
  • To contact our team member, please call (02) 9411
    1134.
  • Visit online at https//cantoraccounting.com.au/
Write a Comment
User Comments (0)
About PowerShow.com