Clearskies Wealth is a boutique public practice providing taxation, financial reporting and an all-encompassing client management business service which can be tailored to suit your personal or business needs. Our core fundamental focus is to provide our clients with an exceptional client service experience, whilst actively providing them with strategies for best practice, tax minimisation and wealth creation solutions. We are an innovative, proactive public practice, that offers to add value to your business and not become just another added cost to your bottom line, like some. We pride ourselves on our honesty, integrity and transparency. Qualities that we believe are the foundation for forging lifelong client business relationships.
Saxbys Lawyers is a boutique commercial law firm located in the heart of Melbourne’s CBD legal precinct. Technical excellence coupled with commercial insight underpins the way we practice law and advise our clients. Our lawyers have extensive experience in nearly all aspects of commercial and general law. We focus on listening to and understanding our clients’ objectives, providing technically accurate, timely and cost effective solutions to meet those objectives.
First Financial is a leading wealth management firm specialising in financial planning & superannuation management services. We offer all the services traditional financial planners offer, except that at First Financial we do things a little differently. These differences mean we’re able to maximisse your financial success and help you enjoy today and retire life ready, certain you have enough. First Financial is a boutique, client centric firm which means the relationships we share with you are intimate, valuable and engaging. We avoid traditional risk profiling. Instead your unique circumstances and attitude form the foundation for our tailor made plans. Our relationship with our clients is a long term, life time collaboration. As your needs and wants change so too does our advice.
Ashley has worked in the financial planning industry since 2005 and is passionate about providing excellent personal insurance advice to individuals and businesses. Collins FP was founded to provide transparent and straightforward advice for those seeking personal insurance strategies that are tax effective. Ashley holds a Bachelor of Business (Finance & Accounting), Diploma of Financial Planning, Advanced Diploma of Financial Planning, Self-Managed Superannuation Fund Certificate and meets the competency requirements under ASIC’s Regulatory Guide RG146. Ashley’s areas of Insurance Specialisation include: Life Insurance, Total & Permanent Disability Insurance, Trauma Insurance, Income Protection Insurance, Business Expenses Insurance.
Edward McInerney has had many years’ experience in helping find his clients the lending products they need. He prides himself on his detailed approach and ongoing service, ensuring his clients are satisfied at settlement and into the future. In his many years as a finance broker, Edward has helped his clients in many ways, such as financing their first home, upgrading to a family home, refinancing their current homes for a better rate/more suitable product, refinancing complex investment portfolios, and even looking after their commercial business needs. In his spare time, Edward enjoys spending time with his young family and renovating. With many years’ experience in renovating, Edward understands not only the renovation process, but also investment, selling and buying real estate from a personal and professional point of view, and can relate to your needs. You can be assured that Edward will provide exceptional service and simplify this difficult process. With plenty of options on offer, why not get in touch to see if he can help? There is no obligation for this service, you only have knowledge to gain and money to save.