SongBowdenPlanning Competitors

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.

Momentum Wealth is a research-driven, full-service property investment consultancy dedicated to helping clients build successful property portfolios. We offer a complete range of tailored property investment advice and services. We only work for you to provide independent property investment advice and we don’t sell you any property. Our knowledge of the Perth property market has returned outstanding results for our clients, whose properties have outperformed the market, delivering them greater wealth. Our services include: Property Finance & Investment Advice Property Acquisition (Buyer’s Agency) Property Management Property Development Residential Development Syndicates Commercial Property Investment

Eagle Financial Business Accountants offers a suite of professional financial services which help you with every aspect of running a business, from strategic planning and tax effective family structures down to the nuts and bolts of keeping everyday accounting records - we are Xero certified consultants. Whether you are an individual or medium enterprise, we aim to simplify your compliance obligations, improve your profitability and minimise taxation helping you reach your financial goals, now and in the future. Located on Sydney’s Northern Beaches and in Kingscliff on the North Coast of NSW, Eagle Financial Pty Ltd’s young and innovative practice is committed to adding value to our clients with proactive tax and business solutions. We take the time to get to know our clients enabling us to deliver a totally focused and customised service. We are accessible and responsive, providing certainty about your financial affairs as you would expect of a great accounting, taxation and business services practice. Our size and expertise allows us to provide a quality, personalised, prompt and flexible service with direct access to principals and proactive solutions at a fair price.