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Bank and Financial Planners Services in Chastwood

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: https://cantoraccounting.com.au/.

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Bank and Financial Planners Services in Chastwood

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  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, you’ll deal with a “real person” who can discuss English your taxation affairs. • We provide a range of all-purpose services; also recognizing every client’s 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 firm’s 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 you’re seeking advice to prepare a return or self-managed super fund, we’re the Chatswood/ North Sydney best firm for you. • We focus to protect and cultivate our client’s 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 today’s 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@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/

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