Title: Bank and Financial Planners Services in Chastwood
1Bank and Financial Planners Services in Chastwood
2Introduction
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.
3Who 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.
5Get 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.
6We 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
7Get 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/