Expert Panel

Your whole money life sorted

We partner with local like-minded experts to help you manage your whole money life.

Solicitors

Local lawyers we've worked with to help with Estate Planning, and more.

Buyers Agents

Finding the right property can be time consuming. We can introduce you to a buyers agent. 

Aged Care Placement

Local Aged Care placement specialists to help you find somewhere that meets your needs.

Accountants

Partners who we work with to optimise your tax position.

Mortgage Brokers

Local Mortgage Brokers who can get a loan that suits your financial plan.

Solicitors

 

You can search for a lawyer via The Law Society of NSW

O'Neill Solicitors - Bankstown

Can help you with:
 

  • Wills & estate planning

  • Retirement village & aged care agreement

  • Property law & conveyancing

Get in touch with them

386 Chapel Rd

Bankstown NSW 2200
 

02 9790 1244

 

reception@oneillsolicitors.com.au

Marsdens Law Group
- Macarthur Region

Can help you with:
 

  • Wills & Estate Planning

  • Family Law

  • Criminal Law

  • Dispute Resolution & Litigation

  • Injury Compensation Law

  • Local Government, Planning & Environmental Law

  • Property Law

  • Property Development

Get in touch with them

Campbelltown 02 4626 5077

Liverpool 02 9601 5666

Camden 02 9601 5666

Solari & Stock Lawyers - Miranda

Can help you with:
 

  • Wills & Estates

  • Family Law

  • Commercial Law

  • Property & Conveyancing

Get in touch with them

Level 2, 12 Central Road

Miranda NSW 2228

(same building as Miranda Family Practice)

02 8525 2700

B. Hayward & Co - Hurstville

Can help you with:
 

  • Wills & Estates

  • Family Law

  • Conveyancing

  • Commercial Law

Get in touch with them

Ground Floor
59/23 McMahon Street
Hurstville NSW 2220

(next to old Fire Station in courtyard)

02 8985-7999

 

info@bhayward.com.au

Accountants

 

Andrew McKay CPA - Miranda

Can help you with:
 

  • Tax returns - individuals and business 

  • Business start-up and structures, acquisitions and disposals

  • Superannuation and Self Managed Superannuation Funds (SMSF)

Get in touch with them

Suite 2, 94 Kiora Road

Miranda NSW 2228
​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​(Entrance on Gibbs Street)

 

PO Box 446 Miranda NSW 1490

 

02 9531 8441
 

andrew@mckaycpa.com.au

Mortgage Brokers

 

Mark Daniels - MPM

Get in touch with them

0413 090 992

markdaniels@mpmgroup.co

Can help you with:
 

  • First Home Buyers

  • Investment Loans

  • Refinance Loans

  • Construction and Renovation Loans

  • Credit Impaired Loans

  • Ongoing Review

John Brennan - Finsure

Get in touch with them

65 Wilson Street

Newtown NSW 2042

 

0414 691 133

 

john@johnbrennan.com.au

Can help you with:
 

  • Over a decade helping clients with home finance

  • Home loan choices with the top 20 lenders

  • Home loan insights and home finance tips

 

Buyers Agents

Suburbanite

Get in touch with them

1300 245 490

Can help you with:
 

  • Buy an investment property

  • Obtain property advice for my organisation

  • Learn about commercial investment

Pure Property Investment

Get in touch with them

Tenancy 8, Level 1

66-70 Cronulla Street

Cronulla NSW 2230

1300 98 54 28

Can help you with:
 

  • Research & Source

  • Knowledge Transfer

  • Negotiate

  • Build Your Team

  • Performance Review

 

Aged Care Placement Services

Aged Care Placement Service - Mary Baumann

Can help you with:
 

  • Aged Care Placement Services helps older Australians find the right care

  • Advice for you and only you

  • Understanding Home Care

  • Understanding Retirement Villages

  • Understanding Residential Care

  • Aged Care Provider Support

Get in touch with them

PO Box 57

SANS SOUCI NSW 2219

 

1300 882 808

 

info@agedcareplacementservices.com.au

 

 

DR Care Solutions - Danielle Robertson (National Coverage)

Can help you with

 

  • Establishing needs

  • In-home assessment 

  • Development of the Life Plan™  

  • Selecting the appropriate provider 

  • Follow up and review 

Get in touch with them

3408/1 Sergeants Lane
St Leonards NSW 2065

1800 372 273

 

danielle@drcaresolutions.com.au 

 

 

Are we a right fit for you?

Book a quick chat to find out.

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