A well made financial plan is key to
SECURING YOUR FINANCIAL FUTURE
SO YOU CAN ENJOY THE PRESENT
You've done the hard work
It's time to focus on you
Take the first step
Towards realising your financial goals
Condell Financial offer tailored advice to help you identify and realise your financial goals. We will listen to you so we can learn about your financial situation and aspirations. Our advisers apply their knowledge, experience and research skills to develop a unique plan that is yours.
At Condell Financial we are diligent in maintaining our knowledge and awareness of market conditions and opportunities. We adapt our strategies to changing conditions and changes in your circumstances. Service is important to us. Our advisers are available to you and you will always have more than one point of contact who knows your story and can help with your enquiries.
Are you saving for a new house, future school fees or planning for retirement? Do you pay too much tax? Are you looking to set up an SMSF, transfer a UK Pension, build a share portfolio or do you have a family member needing aged care. Whatever your goals and aspirations our experienced advisers and planners will work with you to develop a personal plan to suit you and your lifestyle.
Small to medium sized businesses and professional practices have different advisory needs, depending on their size and legal structure. Whether a partnership or company, whether you need help with year-end tax or super planning our planners and advisers can help. We can also assist with risk management, insuring your key people and establishing succession agreements or choosing the right super fund solution for your employees. We have extensive experience in helping many types of businesses and professionals.
We are based in Manly, Northern Beaches and we look after clients throughout Sydney, interstate and overseas. Our team has over 30 years of Financial Planning and Taxation Planning experience. Our business is built on relationships and we focus on delivering a quality, bespoke service underpinned by sound research and a disciplined approach.
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